Plan Snapshot
- Plan Sponsor: Service Employees Intl Union
- Sponsor EIN: 360852885
- Sponsor Address: 1800 MASSACHUSETTS AVE., NW, #301, WASHINGTON, DC, 200361216
- Plan Type: DB
- Total Participants: 3,113
- Total Assets: $370.7M
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 | 3,113 | $370.7M | $11.5M | $0 |
| 2023 | 3,097 | $339.4M | $10.6M | $0 |
| 2022 | 3,044 | $310.0M | $9.7M | $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 |
|---|---|---|---|---|
| SEIU NATIONAL INDUSTRY PENSION PLAN | Recordkeeper | $422,775 | — | $422,775 |
| PGIM REAL ESTATE | Other Service Provider | $167,455 | — | $167,455 |
| THE SEGAL COMPANY | Other Service Provider | $152,464 | — | $152,464 |
| STATE STREET GLOBAL ADVISORS | Other Service Provider | $57,088 | — | $57,088 |
| NATIONAL INVESTMENT SERVICES | Other Service Provider | $47,872 | — | $47,872 |
| MARQUETTE ADVISORS | Other Service Provider | $42,466 | — | $42,466 |
| UNION LABOR LIFE INSURANCE COMPANY | Recordkeeper | $39,864 | — | $39,864 |
| MOONEY GREEN SAIDON MURPHY & WELCH | Other Service Provider | $24,000 | — | $24,000 |
| CALIBRE CPA GROUP, PLLC | Auditor | $21,500 | — | $21,500 |
| BNY MELLON | Other Service Provider | $17,984 | — | $17,984 |
| BAIRD | Other Service Provider | $17,499 | — | $17,499 |
| RHUMBLINE ADVISORS | Other Service Provider | $15,179 | — | $15,179 |
| AMALGAMATED BANK | Other Service Provider | $14,321 | — | $14,321 |
| PUGH CAPITAL | Other Service Provider | $14,272 | — | $14,272 |
| LOOP CAPITAL ASSET MANAGEMENT | Other Service Provider | $11,219 | — | $11,219 |
| LM CAPITAL GROUP | Other Service Provider | $9,045 | — | $9,045 |
| PARAMETRIC DEFENSIVE EQUITY | Other Service Provider | $7,492 | — | $7,492 |
| GALLAGHER FIDUCIARY ADVISORS | Investment Advisor | $7,387 | — | $7,387 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SEIU NATIONAL INDUSTRY PENSION PLAN — Recordkeeper
- UNION LABOR LIFE INSURANCE COMPANY — Recordkeeper
- CALIBRE CPA GROUP, PLLC — Auditor
- GALLAGHER FIDUCIARY ADVISORS — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,089,882
- Estimated Expense Ratio: 0.294% 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 | $746,610 | — | $263,563 | $21,500 | — |
| 2023 | $686,695 | — | $239,600 | $21,500 | — |
| 2022 | $746,693 | — | — | — | $233,158 |