2023 Form 5500 filing — Seiu Affiliates' Officers And Employees Supplemental Retirement Savings 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 20241004150908NAL0012371873003) for Seiu Affiliates' Officers And Employees Supplemental Retirement Savings 401(K) Plan, reported by Service Employees International Union under EIN 36-0852885 and plan number 335. It reports 1,618 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004150908NAL0012371873003
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Service Employees International Union
- EIN
- 36-0852885
- Plan number
- 335
- Location
- Washington, DC
- Participants
- 1,618
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $92,736,330
- Total liabilities (EOY)
- $78,373
- Net assets (EOY)
- $92,657,957
- Employer contributions
- $2,537,666
- Participant contributions
- $7,718,364
- Total income / additions
- $23,765,085
- Benefits paid
- $4,933,382
- Administrative expenses
- $395,746
- Total expenses
- $5,396,851
- Net increase / (decrease)
- $18,368,234
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Retirement Insurance And | NONE | $303,224 | $0 |
| Seiu National Industry Pension Fund | AFFILIATE | $61,237 | not reported in the loaded dataset |
| Seiu Affiliates Officers And | AFFILIATE | $28,401 | not reported in the loaded dataset |
| Calibre Cpa Group | NONE | $12,000 | not reported in the loaded dataset |
| Marquette Associates Inc | NONE | $10,000 | not reported in the loaded dataset |
| Mooney, Green, Baker & Saidon Pc | NONE | $8,216 | not reported in the loaded dataset |