Back to filter
Original filing (PDF)20250927193044NAL0013306755001
SERVICE EMPLOYEES INTERNATIONAL UNION
Form 5500
FILING_RECEIVED
SEIU SUPPLEMENTAL RETIREMENT SAVINGS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
252
Accounts w/ balance
378
Plan assets (EOY)
$56.1M
Net assets (EOY)
$56.1M
How this plan invests
This plan
5 pooled trusts
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SERVICE EMPLOYEES INTERNATIONAL UNION.
Plan sponsor
Name
SERVICE EMPLOYEES INTERNATIONAL UNION
EIN
36-0852885
Address
1800 MASSACHUSETTS AVE., NW, #301 · WASHINGTON, DC · 200361216
Phone
(202) 730-7511
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-27
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2U · Association Retirement Plan
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CALIBRE CPA GROUP PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | NONE | $56K | — |
| CALIBRE CPA GROUP | 47-0900880 | — | NONE | $11K | — |
| SEIU NATIONAL INDUSTRY PENSION FUND | 52-6148540 | — | AFFILIATE | $10K | — |
| PENSION PLAN FOR EMPLOYEES OF THE S | 36-0852885 | — | AFFILIATE | $9K | — |
| MARQUETTE ASSOCIATES INC | — | CHICAGO, IL | NONE | $5K | — |
Investments
17 direct securities · 5 pooled funds· $56.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$39.2M
17 holdings
Pooled Separate Account
$16.9M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Calvert Equity Class I RIC N/A 113,173 | — | — | — | $10.5M | 18.7% | |
| DRYDEN S&P 500 INDEX FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 123 | Pooled Separate Account | — | — | $10.3M | 18.3% | |
| Vanguard Target Ret 2030 RIC N/A 126,709 | — | — | — | $4.8M | 8.6% | |
| MID CAP GROWTH/ARTISAN PARTNERS EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 185 | Pooled Separate Account | — | — | $4.1M | 7.3% | |
| Guaranteed Income Fund Ins Contract N/A 61,959 | — | — | — | $3.2M | 5.7% | |
| Vanguard Target Ret 2045 RIC N/A 94,757 | — | — | — | $2.8M | 5.0% | |
| Goldman Sachs GQG International Opportunity RIC N/A 124,133 | — | — | — | $2.4M | 4.3% | |
| DFA US Social Core Eq RIC N/A 83,974 | — | — | — | $2.4M | 4.3% | |
| Vanguard Target Ret 2035 RIC N/A 100,545 | — | — | — | $2.4M | 4.3% | |
| Vanguard Target Ret 2040 RIC N/A 52,967 | — | — | — | $2.3M | 4.1% | |
| Vanguard Target Ret 2025 RIC N/A 102,491 | — | — | — | $1.9M | 3.4% | |
| Vanguard Target Retirement Income RIC N/A 109,527 | — | — | — | $1.4M | 2.6% | |
| Baird Core Pl Bond RIC N/A 127,089 | — | — | — | $1.3M | 2.3% | |
| Vanguard Target Ret 2050 RIC N/A 24,535 | — | — | — | $1.2M | 2.2% | |
| Vanguard Target Ret 2055 RIC N/A 21,875 | — | — | — | $1.2M | 2.2% | |
| SMALL CAP GROWTH II/WELLINGTON FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 319 | Pooled Separate Account | — | — | $902K | 1.6% | |
| SMALL CAP VAL/KENNEDY FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 257 | Pooled Separate Account | — | — | $880K | 1.6% | |
| HIGH GRADE BOND/GSAM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 039 | Pooled Separate Account | — | — | $712K | 1.3% | |
| Notes receivable from participants N/A Through 2033 8.25% N/A | — | — | — | $540K | 1.0% | |
| Vanguard Target Ret 2020 RIC N/A 17,605 | — | — | — | $466K | 0.8% | |
| Parnassus Value Equity Institutional RIC N/A 3,996 | — | — | — | $210K | 0.4% | |
| Ariel International I RIC N/A 7,955 | — | — | — | $110K | 0.2% |