# Board Of Trustees Of The 1199seiu League Job Security Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-the-1199seiu-league-job-security-fund-133712851-501

> Board Of Trustees Of The 1199seiu League Job Security Fund's Health & Welfare plan: 105,778 participants, plan year 2024 financials, providers, and benchmark…

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:** Health & Welfare

- **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

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

| 2024|105,778|$17.7M|$7.7M|$0|

| 2023|102,835|$14.8M|$6.2M|$0|

| 2022|99,202|$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 FOR|Other Service Provider|$2,278,624|—|$2,278,624|

| THE BACHRACH GROUP LTD|Other Service Provider|$38,833|—|$38,833|

| WEAVER AND TIDWELL LLP|Auditor|$18,097|—|$18,097|

| 1199 SEIU NATIONAL BENEFIT FUND FOR|Other Service Provider|$17,037|—|$17,037|

| VANGUARD GROUP STAFFING|Recordkeeper|$16,160|—|$16,160|

| STEP VISUAL COMMUNICATIONS LLC|Other Service Provider|$7,340|—|$7,340|

| REGINALD EASTON|Other Service Provider|$6,240|—|$6,240|

| MCNAMARA & ASSOCIATES, INC.|Other Service Provider|$5,175|—|$5,175|

### Verified Provider Profiles

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

- [WEAVER AND TIDWELL LLP](https://planprovider.pro/provider/weaver-and-tidwell-llp) — Auditor

- [VANGUARD GROUP STAFFING](https://planprovider.pro/provider/the-vanguard-group-inc) — Recordkeeper

## 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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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-the-1199seiu-league-job-security-fund-133712851-501)

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