# Board Of Trustees Of The 1199seiu Home Care Employees Pension Fund DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-the-1199seiu-home-care-employees-pension-fund-plan

> Board Of Trustees Of The 1199seiu Home Care Employees Pension Fund's DB plan: 31,389 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of The 1199seiu Home Care Employees Pension Fund

- **Sponsor EIN:** 133943904

- **Sponsor Address:** P.O. BOX 842, NEW YORK, NY, 10108

- **Plan Type:** DB

- **Total Participants:** 31,389

- **Total Assets:** $569.2M

## 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|31,389|$569.2M|$17.0M|$0|

| 2023|32,875|$554.0M|$16.2M|$0|

| 2022|34,420|$498.0M|$17.3M|$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|

| 1199SEIU NATIONAL BENEFIT FUND|RELATED PARTY|$4,729,494|—|$4,729,494|

| KAR SMALL CAP VALUE|NONE|—|$274,978|$274,978|

| RBC GLOBAL MANAGEMENT (U.S.)|NONE|—|$190,575|$190,575|

| ALGER|NONE|—|$182,344|$182,344|

| KPMG LLP|NONE|$161,647|—|$161,647|

| LSV ASSET MANAGEMENT|NONE|—|$135,918|$135,918|

| ARTISAN PARTNERS INTERNATIONAL|NONE|—|$132,890|$132,890|

| 3BF PARTNERS LLC|RELATED PARTY|$130,080|—|$130,080|

| CAUSEWAY CAPITAL MANAGEMENT LLC|NONE|—|$116,943|$116,943|

| THE SEGAL COMPANY (EASTERN STATES)|NONE|$113,270|—|$113,270|

| TOWNSEND GROUP, THE|NONE|—|$104,128|$104,128|

| STEP VISUAL COMMUNICATIONS LLC|NONE|$97,818|—|$97,818|

| DDJ CAPITAL MANAGEMENT, LLC|NONE|—|$82,343|$82,343|

| AUTOMATIC DATA PROCESSING, INC.|NONE|$82,197|—|$82,197|

| TCW INVESTMENT MANAGEMENT COMPANY|NONE|—|$75,171|$75,171|

| WESTERN ASSET MANAGEMENT COMPANY|NONE|—|$73,575|$73,575|

| PENSION BENEFIT INFORMATION, LLC|NONE|$41,918|—|$41,918|

| THE NORTHERN TRUST COMPANY|CUSTODIAN|—|$36,500|$36,500|

| HAMILTON LANE ADVISORS LLC|NONE|—|$32,084|$32,084|

| CHANGE HEALTHCARE OPERATIONS, LLC|NONE|$23,000|—|$23,000|

| PRISA|NONE|—|$12,723|$12,723|

| PRUDENTIAL INSURANCE CO OF AMERICA|NONE|$12,045|—|$12,045|

| STATE STREET GLOBAL ADVISORS (SSGA)|NONE|—|$10,069|$10,069|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [RBC GLOBAL MANAGEMENT (U.S.)](https://planprovider.pro/provider/royal-bank-of-canada) — NONE

- [KPMG LLP](https://planprovider.pro/provider/kpmg-llp) — NONE

- [PRUDENTIAL INSURANCE CO OF AMERICA](https://planprovider.pro/provider/empower) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $6,851,710

- **Estimated Expense Ratio:** 1.204% 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|$8,310,959|$1,872,526|—|$161,647|—|

| 2023|$9,637,580|$1,363,588|—|$158,351|—|

| 2022|$10,597,236|$2,441,620|—|—|$561,230|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-the-1199seiu-home-care-employees-pension-fund-plan)

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