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 |
|---|---|---|---|---|
| SEGAL MARCO ADVISORS | NONE | $378,044 | — | $378,044 |
| CHEIRON, INC. | NONE | $194,298 | — | $194,298 |
| FREED MAXICK P.C. | NONE | $169,082 | — | $169,082 |
| ULLICO INFRASTRUCTURE T/E FUND | NONE | $139,635 | — | $139,635 |
| RONDA CASTREN | ADMINISTRATOR | $115,560 | — | $115,560 |
| GCM GROSVENOR MULTI-ASSET CLASS FUN | NONE | $78,865 | — | $78,865 |
| J.A. MARIANO AGENCY | NONE | $73,454 | — | $73,454 |
| AMERICAN CORE REALTY | NONE | $63,052 | — | $63,052 |
| MESIROW FINANCIAL RE VALUE FUND III | NONE | $60,090 | — | $60,090 |
| ASB ALLEGIANCE | NONE | $57,018 | — | $57,018 |
| MICHELLE BONAR | EMPLOYEE | $56,367 | — | $56,367 |
| WHITE OAK YIELD SPECTRUM PEER FUND | NONE | $50,069 | — | $50,069 |
| BLITMAN KING LLP | NONE | $44,216 | — | $44,216 |
| MARIA ZAMOJSKI | EMPLOYEE | $41,980 | — | $41,980 |
| FP CREDIT PARTNERS II AGGREGATOR | NONE | $40,988 | — | $40,988 |
| GCM GROSVENOR ALTSCAPE FUND LP | NONE | $26,048 | — | $26,048 |
| SEIU UNITED HEALTHCARE WORKERS EAST | AFFILIATED ORGANIZATION | $22,200 | — | $22,200 |
| MESIROW FINANCIAL PRIVATE EQUITY | NONE | $22,000 | — | $22,000 |
| ANGELO GORDON (AG DIRECT LENDING II | NONE | $21,971 | — | $21,971 |
| MCG - HAMILTON LANE PRIVATE EQUITY | NONE | $17,587 | — | $17,587 |
| JSD & ASSOCIATES | NONE | $15,000 | — | $15,000 |
| MANUFACTURERS & TRADERS TRUST CO | NONE | $10,000 | — | $10,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,697,524
- Estimated Expense Ratio: 0.733% 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 | $2,520,787 | $1,012,867 | — | — | — |
| 2023 | $2,248,587 | $966,233 | — | — | — |
| 2022 | $2,059,132 | $773,786 | — | — | $371,329 |