S.E.I.U. National Industry Pension Fund
Sponsored by Board Of Trustees Of The S.E.I.U. National Industry Pension Fund · EIN 526148540 · Plan #001 · Washington, DC
- Total assets
- $1.7B
- Net assets
- $1.7B
- Active participants
- 98,200
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Pgim Real Estate Advisors Llc CRD 327165 | fuzzy_auto · 95% | 2024 |
| National Investment Services Of America, Llc CRD 307169 | fuzzy_auto · 94% | 2024 |
| Mentor Capital Management Inc. CRD 123176 | fuzzy_auto · 93% | 2024 |
| Bailard, Inc. CRD 110550 | fuzzy_auto · 93% | 2024 |
| Rhumbline Advisers Ltd Partnership CRD 107151 | fuzzy_auto · 98% | 2024 |
| Loop Capital Asset Management Tch Llc CRD 149280 | deterministic · 100% | 2024 |
| Lm Capital Group, Llc CRD 120277 | deterministic · 100% | 2024 |
| Gallagher Fiduciary Advisors, Llc CRD 146509 | deterministic · 100% | 2024 |
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bredhoff & Kaiser | Legal, Direct payment from the plan | $1,207,171 |
| Pgim Real Estate | Investment management, Investment management fees (direct), Custodial (securities) | $765,693 |
| Schultheis & Panettieri, Llp | Accounting, Direct payment from the plan | $639,683 |
| The Segal Company | Actuarial, Consulting (general), Consulting (pension) | $447,181 |
| Withumsmith+Brown, Pc | Direct payment from the plan, Accounting | $352,622 |
| Amalgamated Employees Benefits Ad | Consulting (pension), Direct payment from the plan | $326,800 |
| State Street Global Advisors | Investment management, Investment management fees (direct) | $261,034 |
| National Investment Services | Investment management, Investment management fees (direct) | $218,897 |
| Marquette Advisors | Investment advisory (plan), Direct payment from the plan | $197,576 |
| Union Labor Life Insurance | Investment management, Investment management fees (direct), Soft dollars commissions | $182,277 |
| Brittany Macomber | Employee (plan) | $123,475 |
| Meyer, Unkovic & Scott | Legal, Direct payment from the plan | $107,174 |
| Michael Shelton | Employee (plan) | $102,965 |
| Tsegaw Mengistu | Employee (plan) | $93,516 |
| Donna Joseph Munroe | Employee (plan) | $87,447 |
| Kisha Humphries | Employee (plan) | $85,736 |
| Asma Rheljari | Employee (plan) | $85,604 |
| Tarnya Shorter | Employee (plan) | $85,444 |
| Jequila Randall | Employee (plan) | $84,224 |
| Molly Elizabeth Perfetto | Employee (plan) | $82,600 |
| Sharon Marshal | Employee (plan) | $82,472 |
| Mellon Capital Management | Investment management, Investment management fees (direct) | $82,234 |
| Tijuanna Thomas | Employee (plan) | $81,120 |
| Jaime Ramirez | Employee (plan) | $80,933 |
| Betsy Blount | Employee (plan) | $80,747 |
| Baird | Investment management, Investment management fees (direct) | $80,012 |
| Virginia Carr | Employee (plan) | $79,328 |
| Pension Benefit Information, Llc | Consulting (pension), Direct payment from the plan | $77,532 |
| Jonnea Alexandria Birdine | Employee (plan) | $71,916 |
| Teri Griffis | Employee (plan) | $71,628 |
| Jason Wheeler | Employee (plan) | $70,168 |
| Akilah Brathwaite | Employee (plan) | $69,562 |
| Rhumbline Advisors | Investment management | $69,408 |
| Ikeoluwa Adeola | Employee (plan) | $69,266 |
| Alem Bekele | Employee (plan) | $68,999 |
| Muzhgan Shahsawar | Employee (plan) | $68,709 |
| Eunice Washington | Employee (plan) | $67,895 |
| Calibre Cpa Group, Pllc | Accounting, Direct payment from the plan | $66,500 |
| Simi Justin | Employee (plan) | $65,732 |
| Pugh Capital | Investment management, Investment management fees (direct) | $65,257 |
| Amalgamated Bank | Custodial (securities), Investment management fees (direct), Investment management fees (indirect) | $64,149 |
| Heidy Cupido | Employee (plan) | $62,984 |
| Jeffrey Figueroa | Employee (plan) | $57,672 |
| Aubin Ngongba | Employee (plan) | $57,070 |
| Nicole Horton | Employee (plan) | $56,651 |
| Donna Shukes | Employee (plan) | $54,693 |
| Loop Capital Asset Management | Investment management, Investment management fees (direct) | $51,297 |
| Lucas Balberchak | Employee (plan) | $50,391 |
| Leah Mckenzie | Employee (plan) | $48,217 |
| Lavita Smallwood | Employee (plan) | $45,655 |
| Sareese O'reilly | Employee (plan) | $44,455 |
| Lm Capital Group | Investment management, Investment management fees (direct) | $41,360 |
| Jonas Gudjonsson | Consulting (general), Direct payment from the plan | $38,560 |
| Segal Select Insurance | Insurance services, Direct payment from the plan | $34,725 |
| Gallagher Fiduciary Advisors | Investment advisory (plan), Direct payment from the plan | $34,410 |
| Parametric Defensive Equity | Investment management, Investment management fees (direct) | $34,257 |
| Miriam Gibbs | Employee (plan) | $29,897 |
| Bacari Lea | Employee (plan) | $21,093 |
| Mooney Green Saidon Murphy & Welch | Legal, Direct payment from the plan | $19,617 |
| Segal Marco Advisors | Investment advisory (plan), Direct payment from the plan | $18,378 |
| Jamall Marsh | Employee (plan) | $17,336 |
| Cynthia Evans | Employee (plan) | $17,330 |
| Jayron Martinez Avila | Trustee (individual), Direct payment from the plan | $12,175 |
| Mark Sharwood | Trustee (individual), Direct payment from the plan | $5,792 |
| Edward Manko | Trustee (individual), Direct payment from the plan | $5,081 |