1199 Seiu Regional Pension Fund — Form 5500 plan (Trustees Of 1199 Seiu Regional 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, 1199 Seiu Regional Pension Fund is a benefit plan reported by Trustees Of 1199 Seiu Regional Pension Fund under EIN 16-1112391 and plan number 001. The latest loaded filing year is 2023. The filing reports 11,750 participants and $216,081,541 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of 1199 Seiu Regional Pension Fund
- EIN
- 16-1112391
- Plan number
- 001
- Plan type
- 1
- Location
- Buffalo, NY
- Latest filing year
- 2023
- Participants
- 11,750
- End-of-year plan assets
- $216,081,541
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11,750 | H, C | 20241010175128NAL0034927024001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $216,081,541
- Net assets (EOY)
- $216,081,541
- Net assets (BOY)
- $198,809,320
Income & contributions
- Employer contributions
- $9,234,895
- Total contributions
- $9,234,895
- Total income / additions
- $33,995,542
Expenses & distributions
- Benefits paid
- $14,474,734
- Administrative expenses
- $2,248,587
- Total expenses
- $16,723,321
- Net increase / (decrease)
- $17,272,221
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Segal Marco Advisors | NONE | $284,045 | not reported in the loaded dataset | 2023 |
| Cheiron, Inc. | NONE | $200,581 | not reported in the loaded dataset | 2023 |
| Ullico Infrastructure T/E Fund | NONE | $132,180 | not reported in the loaded dataset | 2023 |
| Ronda Castren | ADMINISTRATOR | $110,128 | not reported in the loaded dataset | 2023 |
| Freed Maxick Cpas P.C. | NONE | $83,264 | not reported in the loaded dataset | 2023 |
| Gcm Grosvenor Multi-Asset Class Fun | NONE | $80,476 | not reported in the loaded dataset | 2023 |
| American Core Realty | NONE | $74,595 | not reported in the loaded dataset | 2023 |
| Asb Allegiance | NONE | $74,174 | not reported in the loaded dataset | 2023 |
| J.A. Mariano Agency | NONE | $73,875 | not reported in the loaded dataset | 2023 |
| Mesirow Financial Re Value Fund Iii | NONE | $59,711 | not reported in the loaded dataset | 2023 |
| Michelle Bonar | EMPLOYEE | $54,964 | not reported in the loaded dataset | 2023 |
| White Oak Yield Spectrum Peer Fund | NONE | $51,536 | not reported in the loaded dataset | 2023 |
| Blitman King Llp | NONE | $49,414 | not reported in the loaded dataset | 2023 |
| Maria Zamojski | EMPLOYEE | $40,005 | not reported in the loaded dataset | 2023 |
| Manufacturers & Traders Trust Co | NONE | $30,030 | not reported in the loaded dataset | 2023 |
| Angelo Gordon (Ag Direct Lending Ii | NONE | $29,737 | not reported in the loaded dataset | 2023 |
| Gcm Grosvenor Altscape Fund Lp | NONE | $28,374 | not reported in the loaded dataset | 2023 |
| Fp Credit Partners Ii Aggregator | NONE | $26,446 | not reported in the loaded dataset | 2023 |
| Mcg - Hamilton Lane Private Equity | NONE | $25,429 | not reported in the loaded dataset | 2023 |
| Mesirow Financial Private Equity | NONE | $22,000 | not reported in the loaded dataset | 2023 |
| Seiu United Healthcare Workers East | AFFILIATED ORGANIZATION | $16,650 | not reported in the loaded dataset | 2023 |
| Jsd & Associates | NONE | $15,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of 1199 Seiu Regional Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Buffalo, NY
- Segal Marco Advisors — Schedule C compensation
- Cheiron, Inc. — Schedule C compensation
- Ullico Infrastructure T/E Fund — Schedule C compensation
- Ronda Castren — Schedule C compensation
- Freed Maxick Cpas P.C. — Schedule C compensation
- Gcm Grosvenor Multi-Asset Class Fun — Schedule C compensation
- American Core Realty — Schedule C compensation
- Asb Allegiance — Schedule C compensation
- J.A. Mariano Agency — Schedule C compensation
- Mesirow Financial Re Value Fund Iii — Schedule C compensation
- Michelle Bonar — Schedule C compensation
- White Oak Yield Spectrum Peer Fund — Schedule C compensation
- Blitman King Llp — Schedule C compensation
- Maria Zamojski — Schedule C compensation
- Manufacturers & Traders Trust Co — Schedule C compensation
- Angelo Gordon (Ag Direct Lending Ii — Schedule C compensation
- Gcm Grosvenor Altscape Fund Lp — Schedule C compensation
- Fp Credit Partners Ii Aggregator — Schedule C compensation
- Mcg - Hamilton Lane Private Equity — Schedule C compensation
- Mesirow Financial Private Equity — Schedule C compensation
- Seiu United Healthcare Workers East — Schedule C compensation
- Jsd & Associates — Schedule C compensation