Original filing (PDF)20251014104820NAL0002562913001

SERVICE EMPLOYEES INT'L UNION LOCAL 49

Name: SERVICE EMPLOYEES INT'L UNION LOCAL 49 — SERVICE EMPLOYEES INTL UNION LOCAL 49 PLAN, Form 5500 (2024)
Creator: SERVICE EMPLOYEES INT'L UNION LOCAL 49

Form 5500-SF

FILING_RECEIVED

SERVICE EMPLOYEES INTL UNION LOCAL 49 PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.3M

Net assets (EOY)

$5.3M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SERVICE EMPLOYEES INT'L UNION LOCAL 49.

Plan sponsor

Name

SERVICE EMPLOYEES INT'L UNION LOCAL 49

EIN

93-0131365

Address

525 NE OREGON ST,SUITE 350 · PORTLAND, OR · 97232

Phone

(503) 781-5418

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

ROOFERS & SLATERS LOCAL UNION NO. 248

ROOFERS & SLATERS LOCAL UNION NO. 248 ANNUITY AND 401(K) SAVINGS FUND

$5.3M · 41 participants

BOARD OF TRUSTEES CHRISTIAN LABOR ASSOCIATION HEALTH & WELFARE FUND

CHRISTIAN LABOR ASSOCIATION HEALTH & WELFARE FUND

$5.3M · 819 participants

IATSE 7 MOVING PICTURE MACHINE OPERATORS OF THE U.S. & CANADA LOCAL 46

STAGE EMPLOYEES LOCAL NO 46 EMPLOYEE SAVINGS PLAN

$5.4M · 218 participants

AMERICAN FEDERATION OF TEACHERS - WEST VIRGINIA

AMERICAN FEDERATION OF TEACHERS - WEST VIRGINIA 401(K) PROFIT SHARING PLAN

$5.2M · 16 participants