Plan5500

1199seiu National Benefit Fund And Affiliated Organizations 401(K) Plan — Form 5500 plan (1199seiu National Benefit Fund For Health And Human Service Employees)

Plain-English plan 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, 1199seiu National Benefit Fund And Affiliated Organizations 401(K) Plan is a benefit plan reported by 1199seiu National Benefit Fund For Health And Human Service Employees under EIN 13-1628401 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,724 participants and $100,570,214 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$100.6MPlan net assets, end of year$100,570,214
Participants1.7KCovered participants reported1,724
Assets / participant$58.3KComputed: assets ÷ participants$58,335 (computed)
Provider compensation$148.4K2 Schedule C provider row(s)$148,432
Plan sponsor
1199seiu National Benefit Fund For Health And Human Service Employees
EIN
13-1628401
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,724 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$100.6M total assets
Net assets$100.6MLiabilities$0
Money in vs. money out
Total income / additions$20.5M
Total expenses$6.4M
Benefits paid / distributions$6.3M
Contributions
EmployerNot reported
Participant$6M
Full reported line items

Net assets

Total assets (EOY)
$100,570,214
Total liabilities (EOY)
$0
Net assets (EOY)
$100,570,214
Net assets (BOY)
$86,482,441

Income & contributions

Participant contributions
$5,971,659
Total contributions
$6,213,733
Total income / additions
$20,503,557

Expenses & distributions

Benefits paid
$6,254,625
Administrative expenses
$148,432
Total expenses
$6,415,784
Net increase / (decrease)
$14,087,773
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income31%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Principal Life Insurance Company$148.4K
    CONTRACT ADMINISTRATOR · Direct $148.4K · Indirect $0
  2. 2
    Morningstar Investment Management L$0
    INV ADV, PARTICIPANTS · Direct $0 · Indirect $0

Related Form 5500 pages