Seiu Affiliates Officers And Employees Pension Plan
Sponsored by Bd Of Trustees Seiu Affiliates Officers And Employees Pension Plan · EIN 520812348 · Plan #001 · Washington, DC
- Total assets
- $1.6B
- Net assets
- $1.6B
- Active participants
- 9,065
- 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 |
| Segal Advisors, Inc. CRD 114687 | 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, Direct payment from the plan | $1,310,404 |
| Pgim Real Estate | Investment management, Investment management fees (direct) | $740,235 |
| State Street Global Advisors | Investment management, Investment management fees (direct) | $252,355 |
| The Segal Company | Actuarial, Consulting (general), Consulting (pension) | $245,069 |
| National Investment Service | Investment management, Investment management fees (direct) | $211,619 |
| Marquette Advisors | Investment advisory (plan), Direct payment from the plan | $189,689 |
| Union Labor Life Insurance Company | Investment management, Investment management fees (direct), Soft dollars commissions | $176,217 |
| Bny Mellon | Investment management, Investment management fees (direct) | $79,500 |
| Baird | Investment management, Investment management fees (direct) | $77,352 |
| Rhumbline Advisors | Investment management, Investment management fees (direct), Soft dollars commissions | $67,100 |
| Pugh Capital | Investment management, Investment management fees (direct) | $63,087 |
| Amalgamated Bank | Custodial (securities), Investment management fees (direct), Investment management fees (indirect) | $61,877 |
| Loop Capital Asset Management | Investment management, Investment management fees (direct) | $49,592 |
| Lm Capital Group | Investment management, Investment management fees (direct) | $39,985 |
| Parametric Defensive Equity | Investment management, Investment management fees (direct) | $33,118 |
| Gallagher Fiduciary Advisors | Investment advisory (plan), Direct payment from the plan | $33,084 |
| Calibre Cpa Group, Pllc | Accounting, Direct payment from the plan | $29,500 |
| Mooney Green Saidon Murphy & Welch | Legal, Direct payment from the plan | $22,195 |
| Segal Marco Advisors | Investment advisory (plan), Direct payment from the plan | $17,609 |
| Segal Select Insurance Services | Direct payment from the plan, Insurance agents and brokers | $12,240 |
| Edelman Consulting Llc | Consulting (general), Direct payment from the plan | $5,583 |