How many benefit plans does Sei Investments Company report on Form 5500?

Sei Investments Company (EIN 23-1707341) reports 3 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Sei Investments Company?

The Employer Identification Number (EIN) reported for Sei Investments Company is 23-1707341.

What is the latest Form 5500 filing year for Sei Investments Company?

The latest loaded Form 5500 filing year for Sei Investments Company is 2023.

Sei Investments Company — 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, Sei Investments Company (EIN 23-1707341) is a plan sponsor located in Oaks, PA 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: 23-1707341
Location: Oaks, PA
Loaded plans: 3
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $766,326,942
Total reported liabilities (EOY): $1,636,063
Total reported net assets (EOY): $764,690,879

Contributions & income

Employer contributions: $18,051,967
Participant contributions: $38,891,876
Total income / additions: $170,890,393

Expenses & distributions

Benefits paid / distributions: $72,446,611
Total expenses: $72,503,371
Net increase / (decrease): $98,387,022

Coverage

Total reported participants: 10,517
Plans with financial statements: 1
Plans with provider compensation: 1

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.

Largest loaded plans by reported assets

Sei Investments Company plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Sei Capital Accumulation Plan	002	5,419	$766,326,942	2023
Health And Welfare Benefits Plan	501	4,127	not reported in the loaded dataset	2023
Flexible Benefits Plan	506	971	not reported in the loaded dataset	2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Sei Investments Company
Year	Plan	Participants	Schedules	Filing
2023	Flexible Benefits Plan	971	—	20240731220554NAL0013185379001
2023	Health And Welfare Benefits Plan	4,127	—	20240731221322NAL0013189011001
2023	Sei Capital Accumulation Plan	5,419	H, C	20240801152616NAL0023093041001