2023 Form 5500 filing — 1199seiu Home Care Employees Pension Fund
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 20241015185709NAL0029437185001) for 1199seiu Home Care Employees Pension Fund, reported by Board Of Trustees Of The 1199seiu Home Care Employees Pension Fund under EIN 13-3943904 and plan number 001. It reports 96,861 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015185709NAL0029437185001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The 1199seiu Home Care Employees Pension Fund
- EIN
- 13-3943904
- Plan number
- 001
- Location
- New York, NY
- Participants
- 96,861
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $553,977,486
- Total liabilities (EOY)
- $29,484,099
- Net assets (EOY)
- $524,493,387
- Employer contributions
- $16,217,784
- Total income / additions
- $82,302,108
- Benefits paid
- $28,787,701
- Administrative expenses
- $9,637,580
- Total expenses
- $39,588,685
- Net increase / (decrease)
- $42,713,423
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| 1199seiu National Benefit Fund For | NONE | $4,170,777 | not reported in the loaded dataset |
| Kar Small Cap Value | NONE | $0 | $286,251 |
| Alger | NONE | $0 | $253,704 |
| Kpmg Llp | NONE | $158,351 | not reported in the loaded dataset |
| Lsv Asset Management | NONE | $0 | $147,533 |
| The Segal Company (Eastern States) | not reported in the loaded dataset | $145,573 | not reported in the loaded dataset |
| 3bf Partners, LLC | NONE | $130,078 | not reported in the loaded dataset |
| Artisan Partners International | NONE | $0 | $118,345 |
| Townsend Group, The | NONE | $0 | $117,305 |
| Causeway Capital Management LLC | NONE | $0 | $107,711 |
| Ddj Capital Management, LLC | NONE | $0 | $102,908 |
| Automatic Data Processing, Inc. | NONE | $80,538 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $0 | $71,500 |
| Step Visual Communications LLC | NONE | $71,083 | not reported in the loaded dataset |
| Tcw Investment Management Company | NONE | $0 | $70,905 |
| Western Asset Management Company | NONE | $0 | $67,341 |
| Rbc Global Management (U.S.) | NONE | $0 | $64,090 |
| The Northern Trust Company | NONE | $0 | $36,500 |
| Change Healthcare Operations, LLC | NONE | $28,265 | not reported in the loaded dataset |
| Hamilton Lane Advisors LLC | NONE | $0 | $24,585 |
| Proskauer Rose Llp | NONE | $22,126 | not reported in the loaded dataset |
| Prisa | NONE | $0 | $15,648 |
| Prudential Insurance Company Of Ame | NONE | $14,940 | not reported in the loaded dataset |
| State Street Global Advisors (Ssga) | NONE | $0 | $9,810 |
| Jayant Ghevaria & Co | NONE | $8,905 | not reported in the loaded dataset |
| Pension Benefit Information, LLC | NONE | $7,902 | not reported in the loaded dataset |
| Bencom, LLC | NONE | $5,837 | not reported in the loaded dataset |