# Board Of Trustees Of Service Employees International Union Local DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-service-employees-international-union-local-plan

> Board Of Trustees Of Service Employees International Union Local's DB plan: 546 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of Service Employees International Union Local

- **Sponsor EIN:** 346666717

- **Sponsor Address:** 812 HURON ROAD, SUITE 230, CLEVELAND, OH, 44115

- **Plan Type:** DB

- **Total Participants:** 546

- **Total Assets:** $16.4M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|546|$16.4M|$912,009|$0|

| 2023|493|$15.4M|$817,547|$0|

| 2022|503|$14.5M|$800,291|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| CIUNI & PANICHI, INC.|Auditor|$25,150|—|$25,150|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $25,150

- **Estimated Expense Ratio:** 0.153% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$327,911|$68,660|$75,900|$25,150|—|

| 2023|$294,493|$47,091|$73,690|$31,779|—|

| 2022|$296,550|$53,872|$71,544|—|$88,608|

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