Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SERVICE EMPLOYEES INTL UNION
EIN 36-0852885Other Services (except Public Administration)Latest filing 2024
Plans
4
Retirement
3
$535.2M assets
Welfare
1
$2.6M premiums
Participants
8,346
1800 MASSACHUSETTS AVE., NW, #301 - WASHINGTON, DC 200361216202-730-7511
Retirement portfolio analytics
3 plans aggregated / $535.2M assets / 7,859 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.6M premiums / 3,984 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$2.4M
- Long-term disability$248K
Carrier market share
Premium dollars by Schedule A carrier
91%top
- PRUDENTIAL INSURANCE COMPANY OF AMERICA91%
- PRINCIPAL LIFE INSURANCE COMPANY9%
Broker market share
Schedule A broker compensation
71%top
- MERCER HEALTH AND BENEFITS, LLC71%
- MEMBERS UNITED INSURANCE AGENCY28%
- GALLAGHER BENEFIT SERVICES, INC.1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PENSION PLAN FOR EMPLOYEES OF THE SERVICE EMPLOYEE INT'L UNION
TraditionalDB
Assets$370.7M
Participants4,654
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#335
SEIU AFFILIATES' OFFICERS AND EMPLOYEES SUPPLEMENTAL RETIREMENT SAVINGS 401(K) PLAN
401k
Assets$108.3M
Participants2,806
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SEIU SUPPLEMENTAL RETIREMENT SAVINGS 401(K) PLAN
401k
Assets$56.1M
Participants399
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SERVICE EMPLOYEES INTERNATIONAL UNION BENEFIT PLAN
Fully Insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA
Premiums$2.6M
Covered lives3,984
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PENSION PLAN FOR EMPLOYEES OF THE SERVICE EMPLOYEE INT'L UNION | TraditionalDB | $370.7M | 4,654 | 2024 | |
| 335 | SEIU AFFILIATES' OFFICERS AND EMPLOYEES SUPPLEMENTAL RETIREMENT SAVINGS 401(K) PLAN | 401k | $108.3M | 2,806 | 2024 | |
| 002 | SEIU SUPPLEMENTAL RETIREMENT SAVINGS 401(K) PLAN | 401k | $56.1M | 399 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SERVICE EMPLOYEES INTERNATIONAL UNION BENEFIT PLAN | Fully Insured | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $2.6M | 3,984 | 2024 |
Retirement plans
Welfare plans