2023 Form 5500 filing — 1199seiu National Benefit Fund And Affiliated Organizations 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241001084707NAL0013491298001) for 1199seiu National Benefit Fund And Affiliated Organizations 401(K) Plan, reported by 1199seiu National Benefit Fund For Health And Human Service Employees under EIN 13-1628401 and plan number 001. It reports 1,724 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$100.6MReported net assets$100,570,214

Participants1.7K1,724

Provider compensation$148.4K2 Schedule C row(s)$148,432

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241001084707NAL0013491298001
Plan sponsor: 1199seiu National Benefit Fund For Health And Human Service Employees
EIN: 13-1628401
Plan number: 001
Location: New York, NY
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$100.6M total assets

Net assets$100.6MLiabilities$0

Money in vs. money out

Total income / additions$20.5M

Total expenses$6.4M

Benefits paid / distributions$6.3M

Contributions

EmployerNot reported

Participant$6M

Full reported line items

Total assets (EOY): $100,570,214
Total liabilities (EOY): $0
Net assets (EOY): $100,570,214
Participant contributions: $5,971,659
Total income / additions: $20,503,557
Benefits paid: $6,254,625
Administrative expenses: $148,432
Total expenses: $6,415,784
Net increase / (decrease): $14,087,773

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Principal Life Insurance Company$148.4K
CONTRACT ADMINISTRATOR · Direct $148.4K · Indirect $0
2
Morningstar Investment Management L$0
INV ADV, PARTICIPANTS · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241001084707NAL0013491298001 cover?: It is the 2023 Form 5500 filing for 1199seiu National Benefit Fund And Affiliated Organizations 401(K) Plan, reported by 1199seiu National Benefit Fund For Health And Human Service Employees (EIN 13-1628401).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).