# Seiu Health And Welfare Fund Welfare Fund 401(k) Plan
Source: https://planprovider.pro/companies/seiu-health-and-welfare-fund-welfare-fund-520904354-501

> Seiu Health And Welfare Fund Welfare Fund's 401(k) plan: 5,110 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Seiu Health And Welfare Fund Welfare Fund

- **Sponsor EIN:** 520904354

- **Sponsor Address:** 1800 MASSACHUSETTS AVE., NW,, WASHINGTON, DC, 20036

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 5,110

- **Total Assets:** $46.5M

## 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|5,110|$46.5M|$59.4M|$280,009|

| 2023|4,913|$39.6M|$50.9M|$219,531|

| 2022|5,107|$42.2M|$50.9M|$293,445|

## 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|

| SEIU NATIONAL INDUSTRY PENSION FUND|Recordkeeper|$1,492,707|—|$1,492,707|

| UMR, INC.|Other Service Provider|$550,239|$36,551|$586,790|

| GROUP HOSP MED SERV (CAREFIRST)|Other Service Provider|$563,292|—|$563,292|

| THE SEGAL COMPANY|Other Service Provider|$295,535|—|$295,535|

| CIGNA HEALTH AND LIFE INSURANCE|Recordkeeper|$220,030|—|$220,030|

| DELTA DENTAL|Other Service Provider|$162,404|—|$162,404|

| WILSON-MCSHANE CORPORATION|Other Service Provider|$69,232|—|$69,232|

| SCHULTHEIS & PANETTIERI, LLP|Auditor|$69,201|—|$69,201|

| MOONEY, GREEN, BAKER & SAINDON LLP|Other Service Provider|$55,822|—|$55,822|

| CVS CAREMARK|Other Service Provider|$40,937|—|$40,937|

| GARCIA HAMILTON & ASSOCIATES|Other Service Provider|$31,989|—|$31,989|

| CALIBRE CPA GROUP PLLC|Auditor|$31,000|—|$31,000|

| MARQUETTE ADVISORS|Other Service Provider|$20,000|—|$20,000|

| WITHUMSMITH+BROWN, PC|Auditor|$17,221|—|$17,221|

| JONAS GUDJONSSON|Other Service Provider|$13,240|—|$13,240|

| AMALGAMATED BANK|Other Service Provider|$12,433|—|$12,433|

### Verified Provider Profiles

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

- [SEIU NATIONAL INDUSTRY PENSION FUND](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [SCHULTHEIS & PANETTIERI, LLP](https://planprovider.pro/provider/schultheis-and-panettieri-llp) — Auditor

- [CALIBRE CPA GROUP PLLC](https://planprovider.pro/provider/calibre-cpa-group-pllc) — Auditor

- [WITHUMSMITH+BROWN, PC](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $3,681,833

- **Estimated Expense Ratio:** 7.925% 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|$3,705,420|$84,038|$2,528,459|$31,000|—|

| 2023|$4,135,670|$79,333|$2,847,771|$31,000|—|

| 2022|$3,842,515|$72,947|$1,764,398|—|$563,755|

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