Plan Snapshot
- Plan Sponsor: Trustees Of 1199 Seiu Regional Pension Fund
- Sponsor EIN: 161112391
- Sponsor Address: 2421 MAIN STREET, SUITE 100, BUFFALO, NY, 142142393
- Plan Type: DB
- Total Participants: 5,171
- Total Assets: $231.5M
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 | 5,171 | $231.5M | $10.4M | $0 |
| 2023 | 4,169 | $216.1M | $9.2M | $0 |
| 2022 | 3,888 | $198.8M | $8.0M | $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 |
|---|---|---|---|---|
| FREED MAXICK P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $2,520,787 | $1,012,867 | — | — | — |
| 2023 | $2,248,587 | $966,233 | — | — | — |
| 2022 | $2,059,132 | $773,786 | — | — | $371,329 |