# Board Of Trustees Of The S.E.I.U. National Industry Pension Fund DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-the-s-e-i-u-national-industry-pension-fund-plan

> Board Of Trustees Of The S.E.I.U. National Industry Pension Fund's DB plan: 98,200 participants, plan year 2024 financials, providers, and benchmarks from Fo…

Form 5500 filing data for plan year 2024.

## 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|NONE|$1,207,171|—|$1,207,171|

| PGIM REAL ESTATE|NONE|$765,693|—|$765,693|

| SCHULTHEIS & PANETTIERI, LLP|NONE|$639,683|—|$639,683|

| THE SEGAL COMPANY|NONE|$447,181|—|$447,181|

| WITHUMSMITH+BROWN, PC|NONE|$352,622|—|$352,622|

| AMALGAMATED EMPLOYEES BENEFITS AD|NONE|$326,800|—|$326,800|

| STATE STREET GLOBAL ADVISORS|NONE|$261,034|—|$261,034|

| NATIONAL INVESTMENT SERVICES|NONE|$218,897|—|$218,897|

| MARQUETTE ADVISORS|NONE|$197,576|—|$197,576|

| UNION LABOR LIFE INSURANCE|NONE|$182,277|—|$182,277|

| BRITTANY MACOMBER|EMPLOYEE|$123,475|—|$123,475|

| MEYER, UNKOVIC & SCOTT|NONE|$107,174|—|$107,174|

| MICHAEL SHELTON|EMPLOYEE|$102,965|—|$102,965|

| TSEGAW MENGISTU|EMPLOYEE|$93,516|—|$93,516|

| DONNA JOSEPH-MUNROE|EMPLOYEE|$87,447|—|$87,447|

| KISHA HUMPHRIES|EMPLOYEE|$85,736|—|$85,736|

| ASMA RHELJARI|EMPLOYEE|$85,604|—|$85,604|

| TARNYA SHORTER|EMPLOYEE|$85,444|—|$85,444|

| JEQUILA RANDALL|EMPLOYEE|$84,224|—|$84,224|

| MOLLY ELIZABETH PERFETTO|EMPLOYEE|$82,600|—|$82,600|

| SHARON MARSHAL|EMPLOYEE|$82,472|—|$82,472|

| MELLON CAPITAL MANAGEMENT|NONE|$82,234|—|$82,234|

| TIJUANNA THOMAS|EMPLOYEE|$81,120|—|$81,120|

| JAIME RAMIREZ|EMPLOYEE|$80,933|—|$80,933|

| BETSY BLOUNT|EMPLOYEE|$80,747|—|$80,747|

| BAIRD|NONE|$80,012|—|$80,012|

| VIRGINIA CARR|EMPLOYEE|$79,328|—|$79,328|

| PENSION BENEFIT INFORMATION, LLC|NONE|$77,532|—|$77,532|

| JONNEA ALEXANDRIA BIRDINE|EMPLOYEE|$71,916|—|$71,916|

| TERI GRIFFIS|EMPLOYEE|$71,628|—|$71,628|

| JASON WHEELER|EMPLOYEE|$70,168|—|$70,168|

| AKILAH BRATHWAITE|EMPLOYEE|$69,562|—|$69,562|

| RHUMBLINE ADVISORS|NONE|$69,408|—|$69,408|

| IKEOLUWA ADEOLA|EMPLOYEE|$69,266|—|$69,266|

| ALEM BEKELE|EMPLOYEE|$68,999|—|$68,999|

| MUZHGAN SHAHSAWAR|EMPLOYEE|$68,709|—|$68,709|

| EUNICE WASHINGTON|EMPLOYEE|$67,895|—|$67,895|

| CALIBRE CPA GROUP, PLLC|NONE|$66,500|—|$66,500|

| SIMI JUSTIN|EMPLOYEE|$65,732|—|$65,732|

| PUGH CAPITAL|NONE|$65,257|—|$65,257|

| AMALGAMATED BANK|NONE|$64,149|—|$64,149|

| HEIDY CUPIDO|EMPLOYEE|$62,984|—|$62,984|

| JEFFREY FIGUEROA|EMPLOYEE|$57,672|—|$57,672|

| AUBIN NGONGBA|EMPLOYEE|$57,070|—|$57,070|

| NICOLE HORTON|EMPLOYEE|$56,651|—|$56,651|

| DONNA SHUKES|EMPLOYEE|$54,693|—|$54,693|

| LOOP CAPITAL ASSET MANAGEMENT|NONE|$51,297|—|$51,297|

| LUCAS BALBERCHAK|EMPLOYEE|$50,391|—|$50,391|

| LEAH MCKENZIE|EMPLOYEE|$48,217|—|$48,217|

| LAVITA SMALLWOOD|EMPLOYEE|$45,655|—|$45,655|

| SAREESE O'REILLY|EMPLOYEE|$44,455|—|$44,455|

| LM CAPITAL GROUP|NONE|$41,360|—|$41,360|

| JONAS GUDJONSSON|NONE|$38,560|—|$38,560|

| SEGAL SELECT INSURANCE|NONE|$34,725|—|$34,725|

| GALLAGHER FIDUCIARY ADVISORS|NONE|$34,410|—|$34,410|

| PARAMETRIC DEFENSIVE EQUITY|NONE|$34,257|—|$34,257|

| MIRIAM GIBBS|EMPLOYEE|$29,897|—|$29,897|

| BACARI LEA|EMPLOYEE|$21,093|—|$21,093|

| MOONEY GREEN SAIDON MURPHY & WELCH|NONE|$19,617|—|$19,617|

| SEGAL MARCO ADVISORS|NONE|$18,378|—|$18,378|

| JAMALL MARSH|EMPLOYEE|$17,336|—|$17,336|

| CYNTHIA EVANS|EMPLOYEE|$17,330|—|$17,330|

| JAYRON MARTINEZ AVILA|TRUSTEE|$12,175|—|$12,175|

| MARK SHARWOOD|TRUSTEE|$5,792|—|$5,792|

| EDWARD MANKO|TRUSTEE|$5,081|—|$5,081|

### Verified Provider Profiles

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

- [BREDHOFF & KAISER](https://planprovider.pro/provider/bredhoff-and-kaiser) — NONE

- [SCHULTHEIS & PANETTIERI, LLP](https://planprovider.pro/provider/schultheis-and-panettieri-llp) — NONE

- [WITHUMSMITH+BROWN, PC](https://planprovider.pro/provider/withumsmithbrown-pc) — NONE

- [UNION LABOR LIFE INSURANCE](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [BRITTANY MACOMBER](https://planprovider.pro/provider/john-hancock) — EMPLOYEE

- [MEYER, UNKOVIC & SCOTT](https://planprovider.pro/provider/meyer-unkovic-and-scott-llp) — NONE

- [MICHAEL SHELTON](https://planprovider.pro/provider/john-hancock) — EMPLOYEE

- [TSEGAW MENGISTU](https://planprovider.pro/provider/john-hancock) — EMPLOYEE

- [DONNA JOSEPH-MUNROE](https://planprovider.pro/provider/john-hancock) — EMPLOYEE

- [KISHA HUMPHRIES](https://planprovider.pro/provider/john-hancock) — EMPLOYEE

- [ASMA RHELJARI](https://planprovider.pro/provider/john-hancock) — EMPLOYEE

- [TARNYA SHORTER](https://planprovider.pro/provider/john-hancock) — EMPLOYEE

- [JEQUILA RANDALL](https://planprovider.pro/provider/john-hancock) — EMPLOYEE

- [MOLLY ELIZABETH PERFETTO](https://planprovider.pro/provider/john-hancock) — EMPLOYEE

- [SHARON MARSHAL](https://planprovider.pro/provider/john-hancock) — EMPLOYEE

- [TIJUANNA THOMAS](https://planprovider.pro/provider/john-hancock) — EMPLOYEE

- [JAIME RAMIREZ](https://planprovider.pro/provider/john-hancock) — EMPLOYEE

- [BETSY BLOUNT](https://planprovider.pro/provider/john-hancock) — EMPLOYEE

- [VIRGINIA CARR](https://planprovider.pro/provider/john-hancock) — EMPLOYEE

- [JONNEA ALEXANDRIA BIRDINE](https://planprovider.pro/provider/john-hancock) — EMPLOYEE

- [TERI GRIFFIS](https://planprovider.pro/provider/john-hancock) — EMPLOYEE

- [JASON WHEELER](https://planprovider.pro/provider/john-hancock) — EMPLOYEE

- [AKILAH BRATHWAITE](https://planprovider.pro/provider/john-hancock) — EMPLOYEE

- [IKEOLUWA ADEOLA](https://planprovider.pro/provider/john-hancock) — EMPLOYEE

- [ALEM BEKELE](https://planprovider.pro/provider/john-hancock) — EMPLOYEE

- [MUZHGAN SHAHSAWAR](https://planprovider.pro/provider/john-hancock) — EMPLOYEE

- [EUNICE WASHINGTON](https://planprovider.pro/provider/john-hancock) — EMPLOYEE

- [CALIBRE CPA GROUP, PLLC](https://planprovider.pro/provider/calibre-cpa-group-pllc) — NONE

- [SIMI JUSTIN](https://planprovider.pro/provider/john-hancock) — EMPLOYEE

- [HEIDY CUPIDO](https://planprovider.pro/provider/john-hancock) — EMPLOYEE

- [JEFFREY FIGUEROA](https://planprovider.pro/provider/john-hancock) — EMPLOYEE

- [AUBIN NGONGBA](https://planprovider.pro/provider/john-hancock) — EMPLOYEE

- [NICOLE HORTON](https://planprovider.pro/provider/john-hancock) — EMPLOYEE

- [DONNA SHUKES](https://planprovider.pro/provider/john-hancock) — EMPLOYEE

- [LUCAS BALBERCHAK](https://planprovider.pro/provider/john-hancock) — EMPLOYEE

- [LEAH MCKENZIE](https://planprovider.pro/provider/john-hancock) — EMPLOYEE

- [LAVITA SMALLWOOD](https://planprovider.pro/provider/john-hancock) — EMPLOYEE

- [SAREESE O'REILLY](https://planprovider.pro/provider/john-hancock) — EMPLOYEE

- [GALLAGHER FIDUCIARY ADVISORS](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — NONE

- [MIRIAM GIBBS](https://planprovider.pro/provider/john-hancock) — EMPLOYEE

- [BACARI LEA](https://planprovider.pro/provider/john-hancock) — EMPLOYEE

- [JAMALL MARSH](https://planprovider.pro/provider/john-hancock) — EMPLOYEE

- [CYNTHIA EVANS](https://planprovider.pro/provider/john-hancock) — EMPLOYEE

- [JAYRON MARTINEZ AVILA](https://planprovider.pro/provider/john-hancock) — TRUSTEE

- [MARK SHARWOOD](https://planprovider.pro/provider/john-hancock) — TRUSTEE

- [EDWARD MANKO](https://planprovider.pro/provider/john-hancock) — 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|

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-the-s-e-i-u-national-industry-pension-fund-plan)

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