Plan5500

1199seiu Health Care Employees Pension Fund — Form 5500 plan (Board Of Trustees Of 1199seiu Health Care Employees Pension Fund)

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 Health Care Employees Pension Fund is a benefit plan reported by Board Of Trustees Of 1199seiu Health Care Employees Pension Fund under EIN 13-3604862 and plan number 001. The latest loaded filing year is 2023. The filing reports 283,119 participants and $16,166,204,630 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$15.2BPlan net assets, end of year$15,232,621,917
Participants283.1KCovered participants reported283,119
Assets / participant$57.1KComputed: assets ÷ participants$57,100 (computed)
Provider compensation$111.8M57 Schedule C provider row(s)$111,755,541
Plan sponsor
Board Of Trustees Of 1199seiu Health Care Employees Pension Fund
EIN
13-3604862
Plan number
001
Plan type
1
Location
New York, NY
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

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

  1. 2023
    283,119 participants · 1Sch 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)$16.2B total assets
Net assets$15.2BLiabilities$933.6M
Money in vs. money out
Total income / additions$2.4B
Total expenses$1.3B
Benefits paid / distributions$1.1B
Contributions
Employer$851.4M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$16,166,204,630
Total liabilities (EOY)
$933,582,713
Net assets (EOY)
$15,232,621,917
Net assets (BOY)
$14,112,576,142

Income & contributions

Employer contributions
$851,369,623
Total contributions
$851,369,623
Total income / additions
$2,409,815,745

Expenses & distributions

Benefits paid
$1,101,525,675
Administrative expenses
$168,470,525
Total expenses
$1,289,769,970
Net increase / (decrease)
$1,120,045,775
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 assets8%Computed ratio
Benefits paid ÷ total income46%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

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

  1. 1
    1199seiu National Benefit Fund For$61.1M
    NONE · Direct $61.1M
  2. 2
    Corbin Capital Partners, Lp$5.4M
    NONE · Indirect $5.4M
  3. 3
    Acadian Asset Management, LLC$5.2M
    NONE · Indirect $5.2M
  4. 4
    Townsend Group, The$5M
    NONE · Indirect $5M
  5. 5
    Hamilton Lane Advisors LLC$3.7M
    NONE · Indirect $3.7M
  6. 6
    Artisan Partners International$2.3M
    NONE · Indirect $2.3M
  7. 7
    Wasatch$2.2M
    NONE · Indirect $2.2M
  8. 8
    Western Asset Management Company$2.1M
    NONE · Indirect $2.1M
  9. 9
    Rbc Global Management (U.S.)$1.8M
    NONE · Indirect $1.8M
  10. 10
    Causeway Capital Management LLC$1.8M
    NONE · Indirect $1.8M
  11. 11
    3bf Partners LLC$1.6M
    NONE · Direct $1.6M
  12. 12
    Boston Partners$1.5M
    NONE · Indirect $1.5M
  13. 13
    Ddj Capital Management, LLC$1.3M
    NONE · Indirect $1.3M
  14. 14
    Aberdeen Asset Management$1.1M
    NONE · Indirect $1.1M
  15. 15
    Tcw Investment Management Company$1.1M
    NONE · Indirect $1.1M
  16. 16
    Cohen & Steers Capital Management,$1.1M
    NONE · Indirect $1.1M
  17. 17
    Baron Capital Management, Inc.$981.7K
    NONE · Indirect $981.7K
  18. 18
    The Northern Trust Company$870K
    NONE · Indirect $870K
  19. 19
    Kar Small Cap Value$853.4K
    NONE · Indirect $853.4K
  20. 20
    Dodge & Cox$823.9K
    NONE · Indirect $823.9K
  21. 21
    Health Management Systems, Inc.$737K
    NONE · Direct $737K
  22. 22
    Harding Loevner Lp$728.7K
    NONE · Indirect $728.7K
  23. 23
    Rothschild Asset Management Inc.$680.1K
    NONE · Indirect $680.1K
  24. 24
    Lsv Asset Management$672.1K
    NONE · Indirect $672.1K
  25. 25
    Alger$656.8K
    NONE · Indirect $656.8K
  26. 26
    Invesco Institutional (Na), Inc.$650.8K
    NONE · Indirect $650.8K
  27. 27
    Color Holdings L.P.$638.6K
    NONE · Direct $638.6K
  28. 28
    William Blair & Company$632K
    NONE · Indirect $632K
  29. 29
    Step Visual Communications LLC$547.9K
    NONE · Direct $547.9K
  30. 30
    Kpmg Llp$515.9K
    NONE · Direct $515.9K
  31. 31
    Milliman, Inc.$466.4K
    NONE · Direct $466.4K
  32. 32
    Lord, Abbett & Co. LLC$394.2K
    NONE · Indirect $394.2K
  33. 33
    Blackrock Financial Management, Inc$344.2K
    NONE · Indirect $344.2K
  34. 34
    Clifton$284.2K
    NONE · Indirect $284.2K
  35. 35
    Prudential Insurance Company Of Ame$255.7K
    NONE · Direct $255.7K
  36. 36
    Segal Marco Advisors$221.3K
    NONE · Direct $15K · Indirect $206.3K
  37. 37
    Proskauer Rose Llp$208.2K
    NONE · Direct $208.2K
  38. 38
    Mackay Shields LLC$202.4K
    NONE · Indirect $202.4K
  39. 39
    Automatic Data Processing, Inc.$194K
    NONE · Direct $194K
  40. 40
    Factset$178.5K
    NONE · Indirect $178.5K
  41. 41
    Pension Benefit Information, LLC$148K
    NONE · Direct $148K
  42. 42
    State Street Global Advisors (Ssga)$123.9K
    NONE · Indirect $123.9K
  43. 43
    Exafluence Inc$109.6K
    NONE · Direct $109.6K
  44. 44
    Bloomberg L.P.$88.4K
    NONE · Indirect $88.4K
  45. 45
    Prasad Complex Analysis LLC$80K
    NONE · Indirect $80K
  46. 46
    Change Healthcare Operations, LLC$75.2K
    NONE · Direct $75.2K
  47. 47
    Evestment Alliance,LLC$40.5K
    NONE · Indirect $40.5K
  48. 48
    Finucane & Reda Printing Corporatio$28.5K
    NONE · Direct $28.5K
  49. 49
    Markov Processes International LLC$23.5K
    NONE · Indirect $23.5K
  50. 50
    Strategic Economics Decisions Inc$23K
    NONE · Direct $23K
  51. 51
    Bencom, LLC$20.9K
    NONE · Direct $20.9K
  52. 52
    Jayant Ghevaria & Co$18.7K
    NONE · Direct $18.7K
  53. 53
    Morningstar Inc.$18.2K
    NONE · Indirect $18.2K
  54. 54
    Msci Inc.$18.2K
    NONE · Indirect $18.2K
  55. 55
    Optum360 LLC$15.8K
    NONE · Direct $15.8K
  56. 56
    Entrust Capital Management Lp$9.9K
    NONE · Direct $9.9K
  57. 57
    Aapc Holdings, LLC$6.4K
    NONE · Direct $6.4K

What to inspect next

Frequently asked questions

Who sponsors the 1199seiu Health Care Employees Pension Fund?
1199seiu Health Care Employees Pension Fund is reported as sponsored by Board Of Trustees Of 1199seiu Health Care Employees Pension Fund (EIN 13-3604862, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for 1199seiu Health Care Employees Pension Fund?
The latest Form 5500 filing year loaded for 1199seiu Health Care Employees Pension Fund is 2023.
How many participants does 1199seiu Health Care Employees Pension Fund report?
1199seiu Health Care Employees Pension Fund reports 283,119 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for 1199seiu Health Care Employees Pension Fund?
1199seiu Health Care Employees Pension Fund reports $16,166,204,630 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages