# Trustees Of 1199 Seiu Regional Pension Fund DB Plan
Source: https://planprovider.pro/companies/trustees-of-1199-seiu-regional-pension-fund-plan

> Trustees Of 1199 Seiu Regional Pension Fund's DB plan: 5,171 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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:

- [MESIROW FINANCIAL RE VALUE FUND III](https://planprovider.pro/provider/mesirow-financial-investment-management-inc) — NONE

- [MANUFACTURERS & TRADERS TRUST CO](https://planprovider.pro/provider/trustage) — NONE

## 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|

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