Service Employees International Union's EIN is 36-0852885.
Download the official 2024 Form 5500 (PDF) for Service Employees International Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Service Employees International Union's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | NONE | $56K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALIBRE CPA GROUP | 47-0900880 | — | NONE | $11K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Calvert Equity Class I RIC N/A 113,173 | Other securities | — | — | $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 | Mutual Funds | — | — | $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 | Other securities | — | — | $3.2M | 5.7% | |
| Vanguard Target Ret 2045 RIC N/A 94,757 | Mutual Funds | — | — | $2.8M | 5.0% | |
| Goldman Sachs GQG International Opportunity RIC N/A 124,133 | Other securities | — | — | $2.4M | 4.3% | |
| DFA US Social Core Eq RIC N/A 83,974 | Mutual Funds | — | — | $2.4M | 4.3% | |
| Vanguard Target Ret 2035 RIC N/A 100,545 | Mutual Funds | — | — | $2.4M | 4.3% | |
| Vanguard Target Ret 2040 RIC N/A 52,967 | Mutual Funds | — | — | $2.3M | 4.1% | |
| Vanguard Target Ret 2025 RIC N/A 102,491 | Mutual Funds | — | — | $1.9M | 3.4% | |
| Vanguard Target Retirement Income RIC N/A 109,527 | Mutual Funds | — | — | $1.4M | 2.6% | |
| Baird Core Pl Bond RIC N/A 127,089 | Other securities | — | — | $1.3M | 2.3% | |
| Vanguard Target Ret 2050 RIC N/A 24,535 | Mutual Funds | — | — | $1.2M | 2.2% | |
| Vanguard Target Ret 2055 RIC N/A 21,875 | Mutual Funds | — | — | $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 | Bonds / Notes | — | — | $540K | 1.0% | |
| Vanguard Target Ret 2020 RIC N/A 17,605 | Mutual Funds | — | — | $466K | 0.8% | |
| Parnassus Value Equity Institutional RIC N/A 3,996 | Other securities | — | — | $210K | 0.4% | |
| Ariel International I RIC N/A 7,955 | Other securities | — | — | $110K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| 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 | — |
