Board Of Trustees Of The 1199seiu League Job Security Fund 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Board Of Trustees Of The 1199seiu League Job Security Fund
  • Sponsor EIN: 133712851
  • Sponsor Address: P.O. BOX 842, NEW YORK, NY, 10108
  • Plan Type: 401(k)
  • Plan Number: 501
  • Total Participants: 105,778
  • Total Assets: $17.7M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024105,778$17.7M$7.7M$0
2023102,835$14.8M$6.2M$0
202299,202$15.2M$5.3M$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 FOROther Service Provider$2,278,624—$2,278,624
THE BACHRACH GROUP LTDOther Service Provider$38,833—$38,833
WEAVER AND TIDWELL LLPAuditor$18,097—$18,097
1199 SEIU NATIONAL BENEFIT FUND FOROther Service Provider$17,037—$17,037
VANGUARD GROUP STAFFINGRecordkeeper$16,160—$16,160
STEP VISUAL COMMUNICATIONS LLCOther Service Provider$7,340—$7,340
REGINALD EASTONOther Service Provider$6,240—$6,240
MCNAMARA & ASSOCIATES, INC.Other Service Provider$5,175—$5,175

Verified Provider Profiles

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Plan Fees & Expenses

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

  • Total Service Provider Fees: $2,387,506
  • Estimated Expense Ratio: 13.521% 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$1,630,095——$39,002—
2023$2,623,042——$38,850—
2022$2,679,109———$46,954

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