Board Of Trustees Of The S.E.I.U. National Industry Pension Fund DB Plan

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

Service Providers (Schedule C)

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

Verified Provider Profiles

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

• BREDHOFF & KAISER — NONE
• SCHULTHEIS & PANETTIERI, LLP — NONE
• WITHUMSMITH+BROWN, PC — NONE
• UNION LABOR LIFE INSURANCE — NONE
• BRITTANY MACOMBER — EMPLOYEE
• MEYER, UNKOVIC & SCOTT — NONE
• MICHAEL SHELTON — EMPLOYEE
• TSEGAW MENGISTU — EMPLOYEE
• DONNA JOSEPH-MUNROE — EMPLOYEE
• KISHA HUMPHRIES — EMPLOYEE
• ASMA RHELJARI — EMPLOYEE
• TARNYA SHORTER — EMPLOYEE
• JEQUILA RANDALL — EMPLOYEE
• MOLLY ELIZABETH PERFETTO — EMPLOYEE
• SHARON MARSHAL — EMPLOYEE
• TIJUANNA THOMAS — EMPLOYEE
• JAIME RAMIREZ — EMPLOYEE
• BETSY BLOUNT — EMPLOYEE
• VIRGINIA CARR — EMPLOYEE
• JONNEA ALEXANDRIA BIRDINE — EMPLOYEE
• TERI GRIFFIS — EMPLOYEE
• JASON WHEELER — EMPLOYEE
• AKILAH BRATHWAITE — EMPLOYEE
• IKEOLUWA ADEOLA — EMPLOYEE
• ALEM BEKELE — EMPLOYEE
• MUZHGAN SHAHSAWAR — EMPLOYEE
• EUNICE WASHINGTON — EMPLOYEE
• CALIBRE CPA GROUP, PLLC — NONE
• SIMI JUSTIN — EMPLOYEE
• HEIDY CUPIDO — EMPLOYEE
• JEFFREY FIGUEROA — EMPLOYEE
• AUBIN NGONGBA — EMPLOYEE
• NICOLE HORTON — EMPLOYEE
• DONNA SHUKES — EMPLOYEE
• LUCAS BALBERCHAK — EMPLOYEE
• LEAH MCKENZIE — EMPLOYEE
• LAVITA SMALLWOOD — EMPLOYEE
• SAREESE O'REILLY — EMPLOYEE
• GALLAGHER FIDUCIARY ADVISORS — NONE
• MIRIAM GIBBS — EMPLOYEE
• BACARI LEA — EMPLOYEE
• JAMALL MARSH — EMPLOYEE
• CYNTHIA EVANS — EMPLOYEE
• JAYRON MARTINEZ AVILA — TRUSTEE
• MARK SHARWOOD — TRUSTEE
• EDWARD MANKO — 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.