· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SEIU HEALTHCARE 1199NW MULTI- EMPLOYER TRAINING AND EDUCATION FD — THE TRAINING FUND 403(B) RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251006220753NAL0010048978001
SEIU HEALTHCARE 1199NW MULTI- EMPLOYER TRAINING AND EDUCATION FD
Form 5500-SF
FILING_RECEIVED
THE TRAINING FUND 403(B) RETIREMENT PLAN
403(b) retirement plan
Active participants
80
Accounts w/ balance
41
Plan assets (EOY)
$705K
Net assets (EOY)
$705K
Plan health score (directional)
86
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SEIU HEALTHCARE 1199NW MULTI- EMPLOYER TRAINING AND EDUCATION FD
.
Find decision makers
Plan sponsor
Name
SEIU HEALTHCARE 1199NW MULTI- EMPLOYER TRAINING AND EDUCATION FD
EIN
80-0377196
Address
15 SOUTH GRADY WAY, SUITE 321 · RENTON, WA · 98057
Phone
(425) 255-0315
Industry
Finance & Insurance
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
2025-10-06
Pension benefit codes
2A · Age/service weighted or new comparability
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
MATTAR FINANCIAL CORPORATION
MATTAR FINANCIAL CORPORATION 401(K) PLAN
$701K · 8 participants
AKL CAPITAL LLC
AKL CAPITAL LLC 401(K) PROFIT SHARING PLAN & TRUST
$700K · 8 participants
IRONWORKERS VACATION FUND OF UTAH
IRONWORKERS VACATION FUND OF UTAH
$717K · 394 participants
LOCAL 338 HEALTH & WELFARE FUND
LOCAL 338 HEALTH & WELFARE FUND 401(K) PLAN
$721K · 24 participants
PARA WEALTH ADVISORS, INC.
PARA WEALTH ADVISORS 401(K) PLAN
80
Knocking points off
51% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$685K · 3 participants
BOARD OF TRUSTEES LOCAL 318 HEALTH & WELFARE TRUST FUND
USW LOCAL 318 HEALTH AND WELFARE TRUST FUND
$726K · 228 participants
Large plans in Washington
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY 401(K) RETIREMENT PLAN
$73.9B · 143,146 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT
$73.5B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES
WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN
$56.4B · 231,353 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST
$46.2B
COSTCO WHOLESALE CORPORATION
COSTCO 401K RETIREMENT PLAN
$41.0B · 212,976 participants