Plan Snapshot
- Plan Sponsor: Board Of Trustees Of The S.E.I.U. National Industry Pension Fund
- Sponsor EIN: 526148540
- Sponsor Address: 1800 MASSACHUSETTS AVE., NW, #301, WASHINGTON, DC, 200361216
- Plan Type: DB
- Total Participants: 98,200
- Total Assets: $1.7B
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 | 98,200 | $1.7B | $98.4M | $0 |
| 2023 | 95,567 | $1.6B | $101.0M | $0 |
| 2022 | 89,257 | $1.4B | $84.1M | $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 |
|---|---|---|---|---|
| BREDHOFF & KAISER | ERISA Attorney | $1,207,171 | — | $1,207,171 |
| PGIM REAL ESTATE | Other Service Provider | $765,693 | — | $765,693 |
| SCHULTHEIS & PANETTIERI, LLP | Auditor | $639,683 | — | $639,683 |
| THE SEGAL COMPANY | Other Service Provider | $447,181 | — | $447,181 |
| WITHUMSMITH+BROWN, PC | Auditor | $352,622 | — | $352,622 |
| AMALGAMATED EMPLOYEES BENEFITS AD | Other Service Provider | $326,800 | — | $326,800 |
| STATE STREET GLOBAL ADVISORS | Other Service Provider | $261,034 | — | $261,034 |
| NATIONAL INVESTMENT SERVICES | Other Service Provider | $218,897 | — | $218,897 |
| MARQUETTE ADVISORS | Other Service Provider | $197,576 | — | $197,576 |
| UNION LABOR LIFE INSURANCE | Recordkeeper | $182,277 | — | $182,277 |
| BRITTANY MACOMBER | Recordkeeper | $123,475 | — | $123,475 |
| MEYER, UNKOVIC & SCOTT | ERISA Attorney | $107,174 | — | $107,174 |
| MICHAEL SHELTON | Recordkeeper | $102,965 | — | $102,965 |
| TSEGAW MENGISTU | Recordkeeper | $93,516 | — | $93,516 |
| DONNA JOSEPH-MUNROE | Recordkeeper | $87,447 | — | $87,447 |
| KISHA HUMPHRIES | Recordkeeper | $85,736 | — | $85,736 |
| ASMA RHELJARI | Recordkeeper | $85,604 | — | $85,604 |
| TARNYA SHORTER | Recordkeeper | $85,444 | — | $85,444 |
| JEQUILA RANDALL | Recordkeeper | $84,224 | — | $84,224 |
| MOLLY ELIZABETH PERFETTO | Recordkeeper | $82,600 | — | $82,600 |
| SHARON MARSHAL | Recordkeeper | $82,472 | — | $82,472 |
| MELLON CAPITAL MANAGEMENT | Other Service Provider | $82,234 | — | $82,234 |
| TIJUANNA THOMAS | Recordkeeper | $81,120 | — | $81,120 |
| JAIME RAMIREZ | Recordkeeper | $80,933 | — | $80,933 |
| BETSY BLOUNT | Recordkeeper | $80,747 | — | $80,747 |
| BAIRD | Other Service Provider | $80,012 | — | $80,012 |
| VIRGINIA CARR | Recordkeeper | $79,328 | — | $79,328 |
| PENSION BENEFIT INFORMATION, LLC | Other Service Provider | $77,532 | — | $77,532 |
| JONNEA ALEXANDRIA BIRDINE | Recordkeeper | $71,916 | — | $71,916 |
| TERI GRIFFIS | Recordkeeper | $71,628 | — | $71,628 |
| JASON WHEELER | Recordkeeper | $70,168 | — | $70,168 |
| AKILAH BRATHWAITE | Recordkeeper | $69,562 | — | $69,562 |
| RHUMBLINE ADVISORS | Other Service Provider | $69,408 | — | $69,408 |
| IKEOLUWA ADEOLA | Recordkeeper | $69,266 | — | $69,266 |
| ALEM BEKELE | Recordkeeper | $68,999 | — | $68,999 |
| MUZHGAN SHAHSAWAR | Recordkeeper | $68,709 | — | $68,709 |
| EUNICE WASHINGTON | Recordkeeper | $67,895 | — | $67,895 |
| CALIBRE CPA GROUP, PLLC | Auditor | $66,500 | — | $66,500 |
| SIMI JUSTIN | Recordkeeper | $65,732 | — | $65,732 |
| PUGH CAPITAL | Other Service Provider | $65,257 | — | $65,257 |
| AMALGAMATED BANK | Other Service Provider | $64,149 | — | $64,149 |
| HEIDY CUPIDO | Recordkeeper | $62,984 | — | $62,984 |
| JEFFREY FIGUEROA | Recordkeeper | $57,672 | — | $57,672 |
| AUBIN NGONGBA | Recordkeeper | $57,070 | — | $57,070 |
| NICOLE HORTON | Recordkeeper | $56,651 | — | $56,651 |
| DONNA SHUKES | Recordkeeper | $54,693 | — | $54,693 |
| LOOP CAPITAL ASSET MANAGEMENT | Other Service Provider | $51,297 | — | $51,297 |
| LUCAS BALBERCHAK | Recordkeeper | $50,391 | — | $50,391 |
| LEAH MCKENZIE | Recordkeeper | $48,217 | — | $48,217 |
| LAVITA SMALLWOOD | Recordkeeper | $45,655 | — | $45,655 |
| SAREESE O'REILLY | Recordkeeper | $44,455 | — | $44,455 |
| LM CAPITAL GROUP | Other Service Provider | $41,360 | — | $41,360 |
| JONAS GUDJONSSON | Other Service Provider | $38,560 | — | $38,560 |
| SEGAL SELECT INSURANCE | Other Service Provider | $34,725 | — | $34,725 |
| GALLAGHER FIDUCIARY ADVISORS | Investment Advisor | $34,410 | — | $34,410 |
| PARAMETRIC DEFENSIVE EQUITY | Other Service Provider | $34,257 | — | $34,257 |
| MIRIAM GIBBS | Recordkeeper | $29,897 | — | $29,897 |
| BACARI LEA | Recordkeeper | $21,093 | — | $21,093 |
| MOONEY GREEN SAIDON MURPHY & WELCH | Other Service Provider | $19,617 | — | $19,617 |
| SEGAL MARCO ADVISORS | Other Service Provider | $18,378 | — | $18,378 |
| JAMALL MARSH | Recordkeeper | $17,336 | — | $17,336 |
| CYNTHIA EVANS | Recordkeeper | $17,330 | — | $17,330 |
| JAYRON MARTINEZ AVILA | Custodian / Trustee | $12,175 | — | $12,175 |
| MARK SHARWOOD | Custodian / Trustee | $5,792 | — | $5,792 |
| EDWARD MANKO | Custodian / Trustee | $5,081 | — | $5,081 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BREDHOFF & KAISER — ERISA Attorney
- SCHULTHEIS & PANETTIERI, LLP — Auditor
- WITHUMSMITH+BROWN, PC — Auditor
- UNION LABOR LIFE INSURANCE — Recordkeeper
- BRITTANY MACOMBER — Recordkeeper
- MEYER, UNKOVIC & SCOTT — ERISA Attorney
- MICHAEL SHELTON — Recordkeeper
- TSEGAW MENGISTU — Recordkeeper
- DONNA JOSEPH-MUNROE — Recordkeeper
- KISHA HUMPHRIES — Recordkeeper
- ASMA RHELJARI — Recordkeeper
- TARNYA SHORTER — Recordkeeper
- JEQUILA RANDALL — Recordkeeper
- MOLLY ELIZABETH PERFETTO — Recordkeeper
- SHARON MARSHAL — Recordkeeper
- TIJUANNA THOMAS — Recordkeeper
- JAIME RAMIREZ — Recordkeeper
- BETSY BLOUNT — Recordkeeper
- VIRGINIA CARR — Recordkeeper
- JONNEA ALEXANDRIA BIRDINE — Recordkeeper
- TERI GRIFFIS — Recordkeeper
- JASON WHEELER — Recordkeeper
- AKILAH BRATHWAITE — Recordkeeper
- IKEOLUWA ADEOLA — Recordkeeper
- ALEM BEKELE — Recordkeeper
- MUZHGAN SHAHSAWAR — Recordkeeper
- EUNICE WASHINGTON — Recordkeeper
- CALIBRE CPA GROUP, PLLC — Auditor
- SIMI JUSTIN — Recordkeeper
- HEIDY CUPIDO — Recordkeeper
- JEFFREY FIGUEROA — Recordkeeper
- AUBIN NGONGBA — Recordkeeper
- NICOLE HORTON — Recordkeeper
- DONNA SHUKES — Recordkeeper
- LUCAS BALBERCHAK — Recordkeeper
- LEAH MCKENZIE — Recordkeeper
- LAVITA SMALLWOOD — Recordkeeper
- SAREESE O'REILLY — Recordkeeper
- GALLAGHER FIDUCIARY ADVISORS — Investment Advisor
- MIRIAM GIBBS — Recordkeeper
- BACARI LEA — Recordkeeper
- JAMALL MARSH — Recordkeeper
- CYNTHIA EVANS — Recordkeeper
- JAYRON MARTINEZ AVILA — Custodian / Trustee
- MARK SHARWOOD — Custodian / Trustee
- EDWARD MANKO — Custodian / Trustee
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,929,782
- Estimated Expense Ratio: 0.465% 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 | $12,865,756 | — | — | $66,500 | — |
| 2023 | $12,693,647 | — | — | $66,500 | — |
| 2022 | $10,847,952 | — | — | — | $2,064,076 |