2023 Form 5500 filing — Service Employees Benefit 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 20250811093015NAL0006859281001) for Service Employees Benefit Fund, reported by Service Employees Benefit Fund under EIN 15-0613682 and plan number 501. It reports 8,438 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250811093015NAL0006859281001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Service Employees Benefit Fund
- EIN
- 15-0613682
- Plan number
- 501
- Location
- Syracuse, NY
- Participants
- 8,438
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $52,074,243
- Total liabilities (EOY)
- $5,537,577
- Net assets (EOY)
- $46,536,666
- Employer contributions
- $42,410,190
- Participant contributions
- $164,857
- Total income / additions
- $47,941,215
- Benefits paid
- $40,531,240
- Administrative expenses
- $2,795,280
- Total expenses
- $43,326,520
- Net increase / (decrease)
- $4,614,695
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Excellus | CONTRACT ADMINISTRATOR | $1,447,734 | not reported in the loaded dataset |
| Sun Life Insurance | NONE | $1,351,450 | not reported in the loaded dataset |
| Manning & Napier Advisors, Inc. | NONE | $211,295 | not reported in the loaded dataset |
| Terry Moon | STAFF | $104,577 | not reported in the loaded dataset |
| Milliman | NONE | $102,685 | not reported in the loaded dataset |
| Innovative Software Solutions, Inc. | NONE | $83,441 | not reported in the loaded dataset |
| Integra Consulting | NONE | $71,916 | not reported in the loaded dataset |
| Kim Sanderson | STAFF | $71,078 | not reported in the loaded dataset |
| Lisa Cappello | STAFF | $70,088 | not reported in the loaded dataset |
| Lisa Gellert | STAFF | $67,487 | not reported in the loaded dataset |
| Erin O'Neil | STAFF | $61,249 | not reported in the loaded dataset |
| Amanda Gasparini | STAFF | $59,631 | not reported in the loaded dataset |
| Kaylee Hale | STAFF | $54,286 | not reported in the loaded dataset |
| Lindsey Castellini | STAFF | $48,135 | not reported in the loaded dataset |
| The Hilb Of New England | NONE | $40,258 | not reported in the loaded dataset |
| Dermody, Burke & Brown, Cpas, LLC | NONE | $39,300 | not reported in the loaded dataset |
| Blitman & King | NONE | $38,460 | not reported in the loaded dataset |
| Megan Tilton | STAFF | $37,322 | not reported in the loaded dataset |
| Wilmington Trust | NONE | $33,761 | $0 |
| Upstate Advisors Group | NONE | $5,000 | not reported in the loaded dataset |