2023 Form 5500 filing — Seiu Local 1 & Participating Employers Pension Trust
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 20250630080921NAL0006505683002) for Seiu Local 1 & Participating Employers Pension Trust, reported by Trustees Of Seiu Local 1 & Participating Employers Pension Trust under EIN 36-6486542 and plan number 001. It reports 23,273 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250630080921NAL0006505683002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Seiu Local 1 & Participating Employers Pension Trust
- EIN
- 36-6486542
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 23,273
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $716,299,963
- Total liabilities (EOY)
- $4,335,821
- Net assets (EOY)
- $711,964,142
- Employer contributions
- $26,090,537
- Total income / additions
- $155,895,851
- Benefits paid
- $40,614,101
- Administrative expenses
- $4,648,979
- Total expenses
- $45,263,080
- Net increase / (decrease)
- $110,632,771
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| National Investment Services | NONE | $258,757 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $176,662 | not reported in the loaded dataset |
| Asher, Gittler & D'Alba, Ltd. | NONE | $174,842 | not reported in the loaded dataset |
| The Segal Company | NONE | $162,091 | not reported in the loaded dataset |
| M. Pizarro | ADMINISTRATOR | $158,478 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $155,989 | not reported in the loaded dataset |
| Y. Pawlaszek | EMPLOYEE | $139,475 | not reported in the loaded dataset |
| Washington Capital Management, Inc. | NONE | $138,826 | not reported in the loaded dataset |
| Strategic Capital Advisors | NONE | $101,750 | not reported in the loaded dataset |
| G. Bachleda | EMPLOYEE | $95,156 | not reported in the loaded dataset |
| F. Tovalin | EMPLOYEE | $93,288 | not reported in the loaded dataset |
| M. Raimondi | EMPLOYEE | $92,830 | not reported in the loaded dataset |
| C. Espinoza-Haro | EMPLOYEE | $90,023 | not reported in the loaded dataset |
| E. Bak | EMPLOYEE | $68,190 | not reported in the loaded dataset |
| A. Lenard | EMPLOYEE | $58,579 | not reported in the loaded dataset |
| S. Chavez | EMPLOYEE | $53,188 | not reported in the loaded dataset |
| C. O'Brien | EMPLOYEE | $53,154 | not reported in the loaded dataset |
| L. Hynes | EMPLOYEE | $42,668 | not reported in the loaded dataset |
| J. Hydzik | EMPLOYEE | $41,915 | not reported in the loaded dataset |
| J. Lucero | EMPLOYEE | $41,761 | not reported in the loaded dataset |
| Sommers & Fahrenbach Inc. | NONE | $40,451 | not reported in the loaded dataset |
| D. Lira | EMPLOYEE | $39,942 | not reported in the loaded dataset |
| D. Bratek | EMPLOYEE | $33,824 | not reported in the loaded dataset |
| N. Bak | EMPLOYEE | $31,331 | not reported in the loaded dataset |
| Amalgamated Bank Of Chicago | NONE | $26,290 | $0 |
| K-Plus Computer Services, LLC | NONE | $18,000 | not reported in the loaded dataset |
| Pension Benefit Information, LLC | NONE | $12,565 | not reported in the loaded dataset |
| Cozen O'Connor | NONE | $11,481 | not reported in the loaded dataset |
| Tab Service Company | NONE | $11,212 | not reported in the loaded dataset |
| Morgan, Lewis, & Bockius Llp | NONE | $10,211 | not reported in the loaded dataset |
| Datamation Imaging Services | NONE | $9,167 | not reported in the loaded dataset |
| Cbre, Inc | NONE | $7,000 | not reported in the loaded dataset |