2023 Form 5500 filing — Seiu Local 721 Employee Benefits Trust 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 20250415172508NAL0006347296001) for Seiu Local 721 Employee Benefits Trust Fund, reported by Board Of Trustees, Seiu Local 721 Employee Benefits under EIN 26-3902233 and plan number 501. It reports 15,192 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415172508NAL0006347296001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Seiu Local 721 Employee Benefits
- EIN
- 26-3902233
- Plan number
- 501
- Location
- Pasadena, CA
- Participants
- 15,192
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,232,780
- Total liabilities (EOY)
- $178,564
- Net assets (EOY)
- $11,054,216
- Employer contributions
- $1,980,612
- Participant contributions
- $2,772,800
- Total income / additions
- $5,230,939
- Benefits paid
- $2,890,931
- Administrative expenses
- $800,705
- Total expenses
- $3,691,636
- Net increase / (decrease)
- $1,539,303
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions | NONE | $578,280 | not reported in the loaded dataset |
| Rael & Letson | NONE | $58,908 | not reported in the loaded dataset |
| Corporate Mail Services | NONE | $32,764 | not reported in the loaded dataset |
| Weinberg, Roger & Rosenfeld | NONE | $26,000 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $21,600 | not reported in the loaded dataset |
| Quest Investment Management | NONE | $21,198 | not reported in the loaded dataset |
| Union Graphics LLC | NONE | $14,370 | not reported in the loaded dataset |
| Us Bank | NONE | $10,000 | not reported in the loaded dataset |
| Topaz Printing | NONE | $7,111 | not reported in the loaded dataset |
| Ramon Rubalcava | NONE | $7,020 | not reported in the loaded dataset |