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Original filing (PDF)20251009082807NAL0011054336002
BD OF TRUSTEES SEIU AFFILIATES OFFICERS AND EMPLOYEES PENSION PLAN
Form 5500
FILING_RECEIVED
SEIU AFFILIATES OFFICERS AND EMPLOYEES PENSION PLAN
Defined-benefit pension plan
Signals · 3
100% in single holdingNo recordkeeper disclosed21 service providers
Active participants
9,065
Accounts w/ balance
—
Plan assets (EOY)
$1.6B
Net assets (EOY)
$1.6B
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
- Top holding "Interest in SEIU Pension Plan Master Trust Master Trust N/A N/A N/A" is 100% of plan.
- 23 bps in Schedule C fees — 354% above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BD OF TRUSTEES SEIU AFFILIATES OFFICERS AND EMPLOYEES PENSION PLAN.
Plan sponsor
Name
BD OF TRUSTEES SEIU AFFILIATES OFFICERS AND EMPLOYEES PENSION PLAN
EIN
52-0812348
Address
1800 MASSACHUSETTS AVE., NW, #301 · WASHINGTON, DC · 200361216
Phone
(202) 730-7500
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
CALIBRE CPA GROUP PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
21 rowsOther
21| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEIU NATIONAL INDUSTRY PENSION PLAN | 52-6148540 | — | AFFILIATE | $1.3M | — |
| PGIM REAL ESTATE | — | MADISON, NJ | NONE | $740K | — |
| STATE STREET GLOBAL ADVISORS | 81-4017137 | — | NONE | $252K | — |
| THE SEGAL COMPANY | 13-1835864 | — | NONE | $245K | — |
| NATIONAL INVESTMENT SERVICE | 84-3937993 | — | NONE | $212K | — |
| MARQUETTE ADVISORS | 36-3485298 | — | NONE | $190K | — |
| UNION LABOR LIFE INSURANCE COMPANY | 13-1423090 | — | NONE | $176K | — |
| BNY MELLON | 25-6078093 | PITTSBURGH, PA | NONE | $80K | — |
| BAIRD | 39-6037917 | — | NONE | $77K | — |
| RHUMBLINE ADVISORS | 04-3118582 | — | NONE | $67K | — |
| PUGH CAPITAL | 91-1522082 | — | NONE | $63K | — |
| AMALGAMATED BANK | 13-4920330 | — | NONE | $62K | — |
| LOOP CAPITAL ASSET MANAGEMENT | 36-4164012 | — | NONE | $50K | — |
| LM CAPITAL GROUP | 30-0057833 | — | NONE | $40K | — |
| PARAMETRIC DEFENSIVE EQUITY | 45-2531297 | MINNEAPOLIS, MN | NONE | $33K | — |
| GALLAGHER FIDUCIARY ADVISORS | 36-4291971 | — | NONE | $33K | — |
| CALIBRE CPA GROUP, PLLC | 47-0900880 | BETHESDA, MD | NONE | $30K | — |
| MOONEY GREEN SAIDON MURPHY & WELCH | 52-1958229 | — | NONE | $22K | — |
| SEGAL MARCO ADVISORS | 13-2646110 | — | NONE | $18K | — |
| SEGAL SELECT INSURANCE SERVICES | 46-0619194 | — | NONE | $12K | — |
| EDELMAN CONSULTING LLC | 85-4229500 | — | NONE | $6K | — |
Investments
1 pooled fund· $1.6B(99% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEIU PENSION PLANS MASTER TRUST BOARD OF TRUSTEES OF SEIU PENSION · EIN 56-6680924 / PN 001 | Master Trust | — | $1.2B | $1.6B | 98.7% |