Service Employees Intl Union Local 2000 Pension Fund — Form 5500 plan (Seiu Local 2000 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, Service Employees Intl Union Local 2000 Pension Fund is a benefit plan reported by Seiu Local 2000 Pension Fund under EIN 36-2435849 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,006 participants and $5,850,761 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Seiu Local 2000 Pension Fund
- EIN
- 36-2435849
- Plan number
- 001
- Plan type
- 1
- Location
- St. Louis, MO
- Latest filing year
- 2023
- Participants
- 1,006
- End-of-year plan assets
- $5,850,761
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,006 | H, C | 20241009112509NAL0019079553004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,850,761
- Total liabilities (EOY)
- $87,842
- Net assets (EOY)
- $5,762,919
- Net assets (BOY)
- $5,256,025
Income & contributions
- Employer contributions
- $123,080
- Total contributions
- $123,080
- Total income / additions
- $1,103,787
Expenses & distributions
- Benefits paid
- $443,194
- Administrative expenses
- $153,699
- Total expenses
- $596,893
- Net increase / (decrease)
- $506,894
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ekon Benefits | NONE | $54,243 | not reported in the loaded dataset | 2023 |
| Seiu Local 2000 H & W Fund | AFFILIATE | $44,725 | not reported in the loaded dataset | 2023 |
| Amalga Trust | NONE | $37,770 | not reported in the loaded dataset | 2023 |
| Anders Minkler Huber & Helm Llp | NONE | $27,340 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services Inc | NONE | $12,139 | $5,445 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Seiu Local 2000 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in St. Louis, MO
- Ekon Benefits — Schedule C compensation
- Seiu Local 2000 H & W Fund — Schedule C compensation
- Amalga Trust — Schedule C compensation
- Anders Minkler Huber & Helm Llp — Schedule C compensation
- Segal Select Insurance Services Inc — Schedule C compensation