Pension Plan For Employees Of The Service Employee Int'l Union
Sponsored by Service Employees Intl Union · EIN 360852885 · Plan #001
- Total assets
- $371M
- Net assets
- $371M
- Active participants
- 3,113
- 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 |
| 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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Seiu National Industry Pension Plan | Contract administrator | $422,775 |
| Pgim Real Estate | Investment management, Investment management fees (direct), Custodial (securities) | $167,455 |
| The Segal Company | Actuarial, Insurance services, Consulting (pension) | $152,464 |
| State Street Global Advisors | Investment management, Investment management fees (direct) | $57,088 |
| National Investment Services | Investment management, Investment management fees (direct) | $47,872 |
| Marquette Advisors | Investment advisory (plan), Direct payment from the plan | $42,466 |
| Union Labor Life Insurance Company | Investment management, Investment management fees (direct), Soft dollars commissions | $39,864 |
| Mooney Green Saidon Murphy & Welch | Legal, Direct payment from the plan | $24,000 |
| Calibre Cpa Group, Pllc | Accounting, Direct payment from the plan | $21,500 |
| Bny Mellon | Investment management, Investment management fees (direct) | $17,984 |
| Baird | Investment management, Investment management fees (direct) | $17,499 |
| Rhumbline Advisors | Investment management, Investment management fees (direct), Soft dollars commissions | $15,179 |
| Amalgamated Bank | Custodial (securities), Investment management fees (direct), Investment management fees (indirect) | $14,321 |
| Pugh Capital | Investment management, Investment management fees (direct) | $14,272 |
| Loop Capital Asset Management | Investment management, Investment management fees (direct) | $11,219 |
| Lm Capital Group | Investment management, Investment management fees (direct) | $9,045 |
| Parametric Defensive Equity | Investment management, Investment management fees (direct) | $7,492 |
| Gallagher Fiduciary Advisors | Investment advisory (plan), Direct payment from the plan | $7,387 |