Seiu 775 Secure Retirement Plan — Form 5500 plan (Board Of Trustees, Seiu 775 Secure Retirement Trust)
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, Seiu 775 Secure Retirement Plan is a benefit plan reported by Board Of Trustees, Seiu 775 Secure Retirement Trust under EIN 47-4321390 and plan number 001. The latest loaded filing year is 2023. The filing reports 82,703 participants and $383,829,878 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Seiu 775 Secure Retirement Trust
- EIN
- 47-4321390
- Plan number
- 001
- Plan type
- 1
- Location
- Seattle, WA
- Latest filing year
- 2023
- Participants
- 82,703
- End-of-year plan assets
- $383,829,878
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 82,703 | H, C | 20250409165507NAL0031012672001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $383,829,878
- Total liabilities (EOY)
- $636,041
- Net assets (EOY)
- $383,193,837
- Net assets (BOY)
- $283,278,687
Income & contributions
- Employer contributions
- $70,210,547
- Total contributions
- $70,210,547
- Total income / additions
- $114,328,672
Expenses & distributions
- Benefits paid
- $9,805,126
- Administrative expenses
- $4,608,396
- Total expenses
- $14,413,522
- Net increase / (decrease)
- $99,915,150
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman Solutions LLC | NONE | $2,246,321 | not reported in the loaded dataset | 2023 |
| Seiu 775 Benefits Group | PLAN ADMINISTRATOR | $1,665,598 | not reported in the loaded dataset | 2023 |
| Propel Insurance | NONE | $98,817 | not reported in the loaded dataset | 2023 |
| Qualtrics, LLC | NONE | $63,826 | not reported in the loaded dataset | 2023 |
| Barlow Coughran Morales & Josephson | NONE | $53,387 | not reported in the loaded dataset | 2023 |
| Hr Advocates, Inc. | NONE | $43,164 | not reported in the loaded dataset | 2023 |
| Clark Nuber Ps | NONE | $38,685 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $32,774 | not reported in the loaded dataset | 2023 |
| Rbc Wealth Management | NONE | $29,000 | not reported in the loaded dataset | 2023 |
| Elizabeth Knaster Consulting LLC | NONE | $28,448 | not reported in the loaded dataset | 2023 |
| Seiu Healthcare 775nw | PARTICIPATING EMPLOYER | $25,811 | not reported in the loaded dataset | 2023 |
| Interpro Translation Solutions | NONE | $23,811 | not reported in the loaded dataset | 2023 |
| John Jones | NONE | $13,235 | not reported in the loaded dataset | 2023 |
| Convergence Networks (Swat Systems) | NONE | $12,925 | not reported in the loaded dataset | 2023 |
| Withum | NONE | $12,417 | not reported in the loaded dataset | 2023 |
| Shiftup | NONE | $11,201 | not reported in the loaded dataset | 2023 |
| Pacific Market Research | NONE | $10,043 | not reported in the loaded dataset | 2023 |
| Diligent Corporation | NONE | $8,487 | not reported in the loaded dataset | 2023 |
| Cdw Direct | NONE | $6,942 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Seiu 775 Secure Retirement Trust
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Seattle, WA
- Milliman Solutions LLC — Schedule C compensation
- Seiu 775 Benefits Group — Schedule C compensation
- Propel Insurance — Schedule C compensation
- Qualtrics, LLC — Schedule C compensation
- Barlow Coughran Morales & Josephson — Schedule C compensation
- Hr Advocates, Inc. — Schedule C compensation
- Clark Nuber Ps — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Rbc Wealth Management — Schedule C compensation
- Elizabeth Knaster Consulting LLC — Schedule C compensation
- Seiu Healthcare 775nw — Schedule C compensation
- Interpro Translation Solutions — Schedule C compensation
- John Jones — Schedule C compensation
- Convergence Networks (Swat Systems) — Schedule C compensation
- Withum — Schedule C compensation
- Shiftup — Schedule C compensation
- Pacific Market Research — Schedule C compensation
- Diligent Corporation — Schedule C compensation
- Cdw Direct — Schedule C compensation