Seiu Local 1021 — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Seiu Local 1021 (EIN 20-5893698) is a plan sponsor located in Oakland, CA with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
20-5893698
Location
Oakland, CA
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Seiu Local 1021

  • 3 loaded plans hold $24.5M in reported assets.
  • The largest, Seiu Local 1021 Retirement Savings Plan, holds 100% of this company's reported plan assets.
  • Plans cover 562 reported participants.
  • 1 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$24.5MSummed across loaded plans$24,518,552
Total reported assets$24.5M$24,540,124
Total reported participants562
Total reported liabilities$21.6K$21,572

Reported net position

Reported assets = net assets + liabilities (summed)$24.5M total assets
Net assets$24.5MLiabilities$21.6K
Contributions & income
Employer contributions$192.6K
Participant contributions$918.5K
Total income / additions$4.7M
Expenses & distributions
Benefits paid / distributions$1.1M
Total expenses$1.1M
Net increase / (decrease)$3.5M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Seiu Local 1021 Retirement Savings Plan
Participants per plan187Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #002 · 236 participants · 2023
  2. 2
    Seiu Group Vision Plannot reported in the loaded dataset
    Plan #502 · 164 participants · 2023
  3. 3
    Seiu Group Life/Ad&D And Ltd Plannot reported in the loaded dataset
    Plan #501 · 162 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Seiu Local 1021. Open one for its full reported snapshot.

  1. 2023
    Seiu Local 1021 Retirement Savings Plan236 participants · 2Sch HSch C
    View filing →
  2. 2023
    Seiu Group Vision Plan164 participants · 2No schedules
    View filing →
  3. 2023
    Seiu Group Life/Ad&D And Ltd Plan162 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Seiu Local 1021 report on Form 5500?
Seiu Local 1021 (EIN 20-5893698) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Seiu Local 1021?
The Employer Identification Number (EIN) reported for Seiu Local 1021 is 20-5893698.
What is the latest Form 5500 filing year for Seiu Local 1021?
The latest loaded Form 5500 filing year for Seiu Local 1021 is 2023.

Related Form 5500 pages