Plan Snapshot
- Plan Sponsor: Service Employees Intl Union Local 2000 Health & Welfare
- Sponsor EIN: 431598128
- Sponsor Address: 5585 PERSHING AVE, ST. LOUIS, MO, 63112
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 356
- Total Assets: $14.3M
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 | 356 | $14.3M | $2.8M | $6,249 |
| 2023 | 434 | $14.7M | $3.1M | $5,500 |
| 2022 | 440 | $14.7M | $3.7M | $3,761 |
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 |
|---|---|---|---|---|
| SAV-RX | Other Service Provider | $414,677 | — | $414,677 |
| UMR INC | Other Service Provider | $159,004 | $11,495 | $170,499 |
| L. GOULD | Other Service Provider | $166,036 | — | $166,036 |
| ANDERS MINKLER HUBER & HELM LLP | Auditor | $90,352 | — | $90,352 |
| DECA PROPERTY MANAGEMENT | Other Service Provider | $84,690 | — | $84,690 |
| M. GRUENDEWALD | Other Service Provider | $63,686 | — | $63,686 |
| R. JENKINS | Other Service Provider | $61,220 | — | $61,220 |
| BRYNE SOFTWARE | Other Service Provider | $59,035 | — | $59,035 |
| PAYCHEX OF NEW YORK LLC | Other Service Provider | $23,634 | — | $23,634 |
| MARSH & MCLENNAN AGENCY LLC | Investment Advisor | $15,998 | — | $15,998 |
| HAMMOND AND SHINNERS, PC | Other Service Provider | $14,601 | — | $14,601 |
| BURR OAK CONSULTING LLC | Other Service Provider | $13,331 | — | $13,331 |
| THE MILLER GROUP | Other Service Provider | $10,305 | — | $10,305 |
| MARCO TECHNOLOGIES LLC | Other Service Provider | $8,974 | — | $8,974 |
| SEGAL SELECT INSURANCE SERVICES INC | Other Service Provider | — | $5,139 | $5,139 |
| D. HARRIS | Other Service Provider | $5,100 | — | $5,100 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANDERS MINKLER HUBER & HELM LLP — Auditor
- MARSH & MCLENNAN AGENCY LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,207,277
- Estimated Expense Ratio: 8.439% 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 | $886,470 | $66,462 | — | $55,758 | — |
| 2023 | $930,429 | $64,429 | — | $54,330 | — |
| 2022 | $1,021,588 | $72,585 | — | — | $132,675 |