Back to filter
Original filing (PDF)20250624131548NAL0017506354001
TRUSTEES OF SEIU LOCAL 1 & PARTICIPATING EMPLOYERS HEALTH TRUST
Form 5500
FILING_RECEIVED
SEIU LOCAL 1 & PARTICIPATING EMPLOYERS HEALTH TRUS
Health & welfare plan
Signals · 3
~378 bps in Sched C feesNo recordkeeper disclosed38 service providers
Active participants
11,772
Accounts w/ balance
—
Plan assets (EOY)
$180.2M
Net assets (EOY)
$167.5M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 378 bps in Schedule C fees — 3679% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUSTEES OF SEIU LOCAL 1 & PARTICIPATING EMPLOYERS HEALTH TRUST.
Plan sponsor
Name
TRUSTEES OF SEIU LOCAL 1 & PARTICIPATING EMPLOYERS HEALTH TRUST
EIN
36-2857218
Address
200 EAST RANDOLPH ST., SUITE 1500 · CHICAGO, IL · 606014200
Phone
(312) 233-8800
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-06-24
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
Audit & trust (Schedule H)
Auditor
LEGACY PROFESSIONALS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
38 rowsOther
38| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF ILLINOIS | 36-1236610 | — | NONE | $3.8M | — |
| ASHER, GITTLER & D'ALBA, LTD. | 36-2786883 | — | NONE | $307K | — |
| AMALGAMATED BANK OF CHICAGO | 36-0721895 | — | NONE | $269K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES | 52-1796473 | — | NONE | $199K | — |
| LEGACY PROFESSIONALS LLP | 32-0043599 | — | NONE | $194K | — |
| M. PIZARRO | 36-2857218 | — | ADMINISTRATOR | $160K | — |
| K. FARIAS | 36-2857218 | — | EMPLOYEE | $134K | — |
| A. PERRY | 36-2857218 | — | EMPLOYEE | $116K | — |
| L. DOPORCYK | 36-2857218 | — | EMPLOYEE | $110K | — |
| K. BAKER | 36-2857218 | — | EMPLOYEE | $108K | — |
| D. GARCIA | 36-2857218 | — | EMPLOYEE | $94K | — |
| M. RAIMONDI | 36-2857218 | — | EMPLOYEE | $93K | — |
| A. DOBRZYNIECKI | 36-2857218 | — | EMPLOYEE | $91K | — |
| BENEFITS MANAGEMENT GROUP, INC. | 20-0188125 | — | NONE | $86K | — |
| J. HERRERA | 36-2857218 | — | EMPLOYEE | $81K | — |
| S. CHAVEZ | 36-2857218 | — | EMPLOYEE | $80K | — |
| M. FRICANO | 36-2857218 | — | EMPLOYEE | $78K | — |
| TFBC, LLC | 27-3782504 | — | NONE | $78K | — |
| Y. GONZALEZ | 36-2857218 | — | EMPLOYEE | $75K | — |
| E. BAK | 36-2857218 | — | EMPLOYEE | $68K | — |
| J. HYDZIK | 36-2857218 | — | EMPLOYEE | $63K | — |
| J. LUCERO | 36-2857218 | — | EMPLOYEE | $63K | — |
| D. LIRA | 36-2857218 | — | EMPLOYEE | $60K | — |
| A. LENARD | 36-2857218 | — | EMPLOYEE | $59K | — |
| M. VALDOVINOS | 36-2857218 | — | EMPLOYEE | $54K | — |
| C. O'BRIEN | 36-2857218 | — | EMPLOYEE | $53K | — |
| L. HYNES | 36-2857218 | — | EMPLOYEE | $43K | — |
| N. DEL CID | 36-2857218 | — | EMPLOYEE | $41K | — |
| A. BAEZ | 36-2857218 | — | EMPLOYEE | $35K | — |
| D. BRATEK | 36-2857218 | — | EMPLOYEE | $34K | — |
| SOMMERS & FAHRENBACH, INC. | 36-1796440 | — | NONE | $31K | — |
| BENESYS INC. | 38-2383171 | — | NONE | $28K | — |
| TAB SERVICE COMPANY | 36-2463139 | — | NONE | $26K | — |
| K-PLUS COMPUTER SERVICES, LLC | 36-4282001 | — | NONE | $18K | — |
| COZEN O'CONNOR | 23-1732832 | — | NONE | $11K | — |
| MORGAN, LEWIS, & BOCKIUS LLP | 23-0891050 | — | NONE | $10K | — |
| CBRE, INC. | 95-2743174 | — | NONE | $7K | — |
| UNION INSURANCE GROUP | 36-4226088 | — | NONE | $0 | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.