1199seiu Greater New York Pension Fund — Form 5500 plan (Board Of Trustees Of 1199seiu Greater New York 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 Greater New York Pension Fund is a benefit plan reported by Board Of Trustees Of 1199seiu Greater New York Pension Fund under EIN 13-6601940 and plan number 001. The latest loaded filing year is 2023. The filing reports 42,613 participants and $1,065,858,261 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of 1199seiu Greater New York Pension Fund
- EIN
- 13-6601940
- Plan number
- 001
- Plan type
- 1
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 42,613
- End-of-year plan assets
- $1,065,858,261
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 42,613 | H, C | 20241015185524NAL0017075907001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,065,858,261
- Total liabilities (EOY)
- $43,176,723
- Net assets (EOY)
- $1,022,681,538
- Net assets (BOY)
- $948,506,990
Income & contributions
- Employer contributions
- $79,779,630
- Total contributions
- $79,779,630
- Total income / additions
- $174,167,777
Expenses & distributions
- Benefits paid
- $88,882,142
- Administrative expenses
- $10,014,697
- Total expenses
- $99,993,229
- Net increase / (decrease)
- $74,174,548
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| 1199seiu National Benefit Fund | NONE | $5,037,106 | not reported in the loaded dataset | 2023 |
| Artisan Partners International | NONE | not reported in the loaded dataset | $347,086 | 2023 |
| Alger | NONE | $0 | $283,687 | 2023 |
| Causeway | NONE | $0 | $276,038 | 2023 |
| Townsend Group | NONE | $0 | $262,491 | 2023 |
| Rbc Global Management (U.S.) | NONE | $0 | $257,502 | 2023 |
| Ddj Capital Management, LLC | NONE | $0 | $228,702 | 2023 |
| Kpmg Llp | NONE | $207,277 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank Of New York | NONE | $0 | $178,265 | 2023 |
| Nepc, LLC | NONE | $0 | $150,833 | 2023 |
| 3bf Partners, LLC | NONE | $147,027 | not reported in the loaded dataset | 2023 |
| The Segal Company (Eastern States) | NONE | $142,110 | not reported in the loaded dataset | 2023 |
| Tcw Investment Management | NONE | $0 | $137,432 | 2023 |
| Western Asset Management Company | NONE | $0 | $112,357 | 2023 |
| Principal Real Estate Investors,LLC | NONE | $0 | $112,194 | 2023 |
| Lord, Abbet & Co. LLC | NONE | $0 | $105,275 | 2023 |
| Kar Small Cap Value | NONE | $0 | $103,954 | 2023 |
| Proskauer Rose Llp | NONE | $73,285 | not reported in the loaded dataset | 2023 |
| The Northern Trust Company | NONE | $0 | $60,000 | 2023 |
| Hamilton Lane Advisors Llp | NONE | $0 | $59,248 | 2023 |
| Step Visual Communications Llp | NONE | $55,289 | not reported in the loaded dataset | 2023 |
| Clifton | NONE | $0 | $50,540 | 2023 |
| Adp Inc | NONE | $31,720 | not reported in the loaded dataset | 2023 |
| Prudential Insurance Co. | NONE | $21,979 | $0 | 2023 |
| Change Health Care Operations | NONE | $10,744 | not reported in the loaded dataset | 2023 |
| Jayant Ghevaria & Co | NONE | $8,905 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | NONE | $0 | $8,475 | 2023 |
| Segal Marco Advisors | NONE | $0 | $6,000 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of 1199seiu Greater New York Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- 1199seiu National Benefit Fund — Schedule C compensation
- Artisan Partners International — Schedule C compensation
- Alger — Schedule C compensation
- Causeway — Schedule C compensation
- Townsend Group — Schedule C compensation
- Rbc Global Management (U.S.) — Schedule C compensation
- Ddj Capital Management, LLC — Schedule C compensation
- Kpmg Llp — Schedule C compensation
- Amalgamated Bank Of New York — Schedule C compensation
- Nepc, LLC — Schedule C compensation
- 3bf Partners, LLC — Schedule C compensation
- The Segal Company (Eastern States) — Schedule C compensation
- Tcw Investment Management — Schedule C compensation
- Western Asset Management Company — Schedule C compensation
- Principal Real Estate Investors,LLC — Schedule C compensation
- Lord, Abbet & Co. LLC — Schedule C compensation
- Kar Small Cap Value — Schedule C compensation
- Proskauer Rose Llp — Schedule C compensation
- The Northern Trust Company — Schedule C compensation
- Hamilton Lane Advisors Llp — Schedule C compensation
- Step Visual Communications Llp — Schedule C compensation
- Clifton — Schedule C compensation
- Adp Inc — Schedule C compensation
- Prudential Insurance Co. — Schedule C compensation
- Change Health Care Operations — Schedule C compensation
- Jayant Ghevaria & Co — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation