Retirement plan

SEIU AFFILIATES' OFFICERS AND EMPLOYEES SUPPLEMENTAL RETIREMENT SAVINGS 401(K) PLAN

Name: SERVICE EMPLOYEES INTERNATIONAL UNION - SEIU AFFILIATES' OFFICERS AND EMPLOYEES SUPPLEMENTAL RETIREMENT SAVINGS 401(K) PLAN (2025) Form 5500
Creator: SERVICE EMPLOYEES INTERNATIONAL UNION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SEIU AFFILIATES' OFFICERS AND EMPLOYEES SUPPLEMENTAL RETIREMENT SAVINGS 401(K) PLAN, SERVICE EMPLOYEES INTERNATIONAL UNION

SERVICE EMPLOYEES INTERNATIONAL UNIONEIN 36-0852885Plan #335PY 2025

1800 MASSACHUSETTS AVE., NW, #301 - WASHINGTON, DC 200361216202-730-7511

Other plans on this EIN

2 filings

#001Retirement-$411.7M assets #002Retirement-$60.7M assets

Prospect flagsLow participationCorrective distributions

How to read this page

Total assets (EOY)

$127.2M

+17.4% from 2024

Total participants

3,218

+14.7% from 2024

Average account balance

$68,756

+11.6% from 2024

Annual return

15.71%

+2.62 pp from 2024

Benchmarks

See 92 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants1,000-4,999

Cohort92 peers

Snapshot2025

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$127.20M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$69K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

1,850

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

50.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$12.48M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.71%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$296

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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Service providers

Top 5 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 50 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Direct Payment	$458,242
SEIU NATIONAL INDUSTRY PENSION PLAN11+ years Filed as: SEIU NATIONAL INDUSTRY PENSION FUND Service code 13 · EIN 52-0812348 1800 MASSACHUSETTS AVE. NW SUITE301 · WASHINGTON, DC 20036	Contract Administrator	$29,731
CALIBRE CPA GROUP PLLC7 years Filed as: CALIBRE CPA GROUP Service code 10 · EIN 47-0900880 7501 WISCONSIN AVE STE 1200 W · BETHESDA, MD 20814	Accounting	$12,300
MOONEY, GREEN, SAINDON, MURPHY & WE1 year Filed as: MOONEY GREEN SAINDON MURPHY & WELCH Service code 29 · EIN 52-1958229 1920 L ST NW STE 400 · WASHINGTON, DC 20036	Legal	$10,001
MARQUETTE ASSOCIATES11+ years Filed as: MARQUETTE ASSOCIATES INC Service code 27 · EIN 36-3485298 180 N LASALLE ST STE 3500 · CHICAGO, IL 60601	Advisory (Plan)	$10,000

Plan features & details

Pension benefit codes2E2F2G2J2K2T2U

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$547K

$197 / participant

Investment mgmt$468K85.6%
Legal$10K1.8%
Contract admin$30K5.4%
Other / not subdivided$39K7.1%

% of EOY assets

0.430%

all-in expense ratio

Categories reported

3 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: CALIBRE CPA GROUP PLLC
Auditor EIN: 470900880
Audit fees: $12,300
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$68,756

$63,770+7.8%

$71,209-3.4%

$102,872-33.2%

Participation rate

50.6%

61.0%-10.4pp

73.8%-23.1pp

73.0%-22.4pp

Annual return

15.71%

16.01%-0.3pp

282.51%-266.8pp

19.06%-3.4pp

Employer contribution / active EE

$932

$2,367-60.6%

$2,721-65.8%

$3,526-73.6%

Participant deferral / active EE

$3,573

$3,587-0.4%

$4,175-14.4%

$5,535-35.5%

Admin fee / account holder

$296

$220+34.6%

$5,349-94.5%

$292+1.2%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE2 years

Filed as: EMPOWER ANNUITY INSURANCE COMPANY

Service code 50 · EIN 06-1050034

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Direct Payment

$458,242

SEIU NATIONAL INDUSTRY PENSION PLAN11+ years

Filed as: SEIU NATIONAL INDUSTRY PENSION FUND

Service code 13 · EIN 52-0812348

1800 MASSACHUSETTS AVE. NW SUITE301 · WASHINGTON, DC 20036

Contract Administrator

$29,731

CALIBRE CPA GROUP PLLC7 years

Filed as: CALIBRE CPA GROUP

Service code 10 · EIN 47-0900880

7501 WISCONSIN AVE STE 1200 W · BETHESDA, MD 20814

Accounting

$12,300

MOONEY, GREEN, SAINDON, MURPHY & WE1 year

Filed as: MOONEY GREEN SAINDON MURPHY & WELCH

Service code 29 · EIN 52-1958229

1920 L ST NW STE 400 · WASHINGTON, DC 20036

Legal

$10,001

MARQUETTE ASSOCIATES11+ years

Filed as: MARQUETTE ASSOCIATES INC

Service code 27 · EIN 36-3485298

180 N LASALLE ST STE 3500 · CHICAGO, IL 60601

Advisory (Plan)

$10,000

SEIU AFFILIATES' OFFICERS AND EMPLOYEES SUPPLEMENTAL RETIREMENT SAVINGS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SEIU AFFILIATES' OFFICERS AND EMPLOYEES SUPPLEMENTAL RETIREMENT SAVINGS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion