District of Columbia › Other services › 1,000 to 4,999 participants
Form 5500 statement · plan year 1 Jan 2024 to 31 Dec 2024
Pension Plan for Employees of the Service Employee Int'l Union
Sponsored by Service Employees Intl Union, Washington, DC
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Form 5500 contains no individual account balances. Look up the original filing at EFAST2.
In the plan year ending 31 Dec 2024, Pension Plan for Employees of the Service Employee Int'l Union covered 4,654 participants and held $371M in net assets. The plan is a defined benefit pension plan sponsored by Service Employees Intl Union of Washington, District of Columbia. It is a multiemployer plan, maintained under collective bargaining agreements with more than one employer.
Net assets came to $79,631 per participant, below the $87,935 median for defined benefit plans with 1,000 to 4,999 participants and well below the $110,377 median for defined benefit plans in other services. The figure is an average across everyone in the plan, including former employees with small balances; Form 5500 holds no individual account data.
Employer contributions were $11.5M for the year ($3,684 per active participant) and benefits paid were $18.7M. In a defined benefit plan the employer's contribution follows funding rules rather than a match formula, so it can swing widely from year to year.
Schedule C lists 15 service provider organisations paid $5,000 or more, with reported compensation of $1.1M: $234 per participant, well below the same-size median of $325. Administrative expenses charged to the plan were $747K. Schedule C does not capture every cost: fees netted from fund returns and fees the employer pays directly are outside it.
Across the filings on record, net assets went from $123M in 2009 to $371M in 2024 (up 200%), and participants from 1,318 to 4,654 (up 253%).
The independent accountant's opinion on the financial statements was unmodified (unqualified).
Compared with similar plans
| Measure | This plan | Same size | Same industry | All US DB plans |
|---|---|---|---|---|
| Net assets per participant | $79,631 | $87,935 | $110,377 | $86,221 |
| Employer contributions per active participant | $3,684 | $10,593 | $13,001 | $10,244 |
| Schedule C compensation per participant | $234 | $325 | $486 | $344 |
| Schedule C compensation, share of net assets | 0.29% | 0.41% | 0.44% | 0.42% |
| Administrative expenses per participant | $160 | $513 | $662 | $527 |
Peer columns are medians for plan year 2024 across defined benefit plans with 100 or more participants: 1,000 to 4,999 participants (1,540 plans), other services (226) and all US plans (5,308). Fee medians cover plans that report an amount.
Trend by plan year
| Plan year | Participants | Net assets | Per participant | Employer contributions | Participant contributions | Schedule C compensation |
|---|---|---|---|---|---|---|
| 2024 | 4,654 | $371M | $79,631 | $11.5M | — | $1.1M |
| 2023 | 4,614 | $339M | $73,530 | $10.6M | — | $935K |
| 2022 | 4,539 | $310M | $68,255 | $9.7M | — | $993K |
| 2021 | 4,553 | $361M | $79,194 | $9.1M | — | $961K |
| 2020 | 1,941 | $319M | $164,333 | $9.2M | — | $853K |
| 2019 | 1,941 | $290M | $149,173 | $9.9M | — | $940K |
| 2018 | 1,564 | $251M | $160,258 | $14.4M | — | $871K |
| 2017 | 1,540 | $258M | $167,547 | $9.4M | — | $869K |
| 2016 | 1,539 | $229M | $148,634 | $10.1M | — | $987K |
| 2015 | 1,515 | $212M | $139,829 | $9.6M | — | $623K |
| 2014 | 1,475 | $206M | $139,864 | $9.8M | — | $482K |
| 2013 | 1,439 | $194M | $134,638 | $14.4M | — | $427K |
| 2012 | 1,459 | $163M | $111,923 | $9.7M | — | $761K |
| 2011 | 1,429 | $144M | $100,437 | $9.7M | — | $798K |
| 2010 | 1,189 | $140M | $117,943 | $9.1M | — | $833K |
| 2009 | 1,318 | $123M | $93,630 | $8.2M | — | $900K |
Years in which the plan filed the full Form 5500 with 100 or more participants, from 2009. Plan year is the year in which the plan year began.
Statement for the year
- Net assets, beginning of year$339,269,232
- Employer contributions$11,468,586
- Participant contributions—
- Rollovers and other contributions—
- Total contributions$11,468,586
- Total income, including investment results$50,791,577
- Benefits paid$18,709,522
- Administrative expenses$746,610
- Total expenses$19,456,132
- Net income$31,335,445
- Net transfers$0
- Net assets, end of year$370,604,677
Participants
- Active participants3,113
- Retired or separated, receiving benefits546
- Retired or separated, entitled to future benefits937
- Total participants, end of year4,654
Fees and service providers
| Organisation | Services reported | Direct | Indirect |
|---|---|---|---|
| SEIU National Industry Pension Plan | Contract Administrator | $422,775 | $0 |
| Pgim Real Estate | Investment management; Custodial (securities) | $167,455 | $0 |
| The Segal Company | Actuarial; Insurance services; Consulting (pension) | $152,464 | $0 |
| State Street Global Advisors | Investment management | $57,088 | $0 |
| National Investment Services | Investment management | $47,872 | $0 |
| Marquette Advisors | Investment advisory (plan) | $42,466 | $0 |
| Union Labor Life Insurance Company | Investment management | $39,864 | $0 |
| Mooney Green Saidon Murphy & Welch | Legal | $24,000 | $0 |
| Calibre CPA Group, PLLC | Accounting (including auditing) | $21,500 | $0 |
| BNY Mellon | Investment management | $17,984 | $0 |
| Baird | Investment management | $17,499 | $0 |
| Rhumbline Advisors | Investment management | $15,179 | $0 |
Schedule C, Part I line 2: providers that received $5,000 or more, with the form's own service codes. 3 smaller rows are not shown. Individuals named on Schedule C (plan employees, individual trustees) are never shown and their compensation is excluded. Eligible indirect compensation disclosed by formula carries no dollar amount. See how to read Schedule C fees.
Administrative expenses on Schedule H
- Other administrative expenses$285,271
- Contract administrator fees$263,563
- Actuarial fees$151,141
- Legal fees$25,108
- IQPA audit fees$21,500
- Other trustee fees and expenses$27
- Total administrative expenses$746,610
Investment structure
Assets at year end by Schedule H category. The form shows the kind of vehicle holding the money, not the funds on the menu.
- Master trust investment accounts$366M · 98.7%
- Cash (interest and non-interest bearing)$4.0M · 1.1%
- Receivables$859K · 0.2%
Audit and compliance answers, as filed
- Accountant's opinionUnmodified (unqualified)
- Audit scope limited under ERISA section 103(a)(3)(C)No
- Accounting firmCalibre CPA Group PLLC
- Participant contributions reported as transmitted lateNo
- Covered by a fidelity bondYes, $10,000,000
- Blackout period during the yearNo
These are the plan administrator's own answers on Schedule H, Part IV. A reported late transmittal is the filer's disclosure of a timing lapse, usually corrected through the Department of Labor's voluntary program; the amount is the total involved, not a loss.
Plan characteristics
1ABenefits are primarily pay related
Codes entered on Form 5500 line 8a, with the labels from the official instructions. Business code 813930: Labor Unions and Similar Labor Organizations.
Other plans of Service Employees Intl Union
| Plan | Participants | Net assets |
|---|---|---|
| SEIU Affiliates' Officers and Employees Supplemental Retirement Savings 401(k) Plan | 2,806 | $108M |
| SEIU Supplemental Retirement Savings 401(k) Plan | 399 | $56.1M |
Similar plans in District of Columbia
| Plan | Sponsor | Participants | Net assets | Per participant |
|---|---|---|---|---|
| Afscme Employees Pension Plan | American Federation of State, County and Municipal Employees | 4,659 | $1.64B | $350,946 |
| AFL-CIO Staff Retirement Plan | AFL-CIO Staff Retirement Plan Congress of Industrial Organizations | 4,555 | $775M | $170,105 |
| Aarp Employees' Pension Plan | Aarp | 5,813 | $1.57B | $270,431 |
| Employees' Retirement Plan of the National Education Association | The National Education Association | 2,972 | $901M | $303,217 |
| The General Pension Plan of the International Union of Operating Engineers | Pension BD of the General Pension Plan of the Int'l Union of Operating | 6,844 | $1.21B | $176,457 |
| Finra Employees Retirement Plan | Finra | 2,254 | $519M | $230,088 |
Defined benefit plans in other services closest in size.
Questions and answers
How big is Pension Plan for Employees of the Service Employee Int'l Union?
4,654 participants at the end of the plan year ending 31 Dec 2024, of whom 3,113 were active employees, with net assets of $370,604,677. Among defined benefit plans that places it in the 1,000 to 4,999 participants band, which held 1,540 plans in plan year 2024.
What does Service Employees Intl Union contribute per participant?
The filing reports $11,468,586 in employer contributions for the year, which is $3,684 per active participant; the median for plans of the same type and size was $10,593 in plan year 2024. Form 5500 reports the total only. It does not state the match formula, and the per-participant figure is an average, not any one person's contribution.
What fees does the plan pay and how do they compare?
Schedule C reports $1,089,882 in compensation to service provider organisations, $234 per participant or 0.29% of net assets. The same-size median among plans reporting any Schedule C compensation was $325 per participant. Administrative expenses on Schedule H were $746,610. Investment costs deducted inside mutual funds and other pooled vehicles are not itemised on Form 5500, so these figures are a floor rather than a full cost.
Who runs the plan?
The sponsor is Service Employees Intl Union. Recordkeeping or administration: SEIU National Industry Pension Plan. Investment advisory or management: Pgim Real Estate, State Street Global Advisors and National Investment Services. Trustee or custodian: Pgim Real Estate. The financial statements were audited by Calibre CPA Group PLLC. Form 5500 also names the plan administrator's signer and other individuals; this site publishes organisations only.
Was the audit opinion unqualified?
The filing reports an unmodified (unqualified) opinion. Unmodified (formerly "unqualified") is the standard clean opinion.
How current is this, and does it show my balance?
This is the Form 5500 for the plan year 1 Jan 2024 to 31 Dec 2024, received by the Department of Labor on 9 Oct 2025. Filings are due seven months after the plan year ends, or nine and a half with an extension, so the public record always runs a year or more behind. It contains plan-level totals only: no individual balances, contributions or names of participants exist in the data.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files (Form 5500, Schedule H, Schedule C) for plan years 2009 to 2025, public domain, with filings received through 24 Aug 2026. This page shows the latest filing on record for EIN 36-0852885, plan 001, received 9 Oct 2025; an amended filing replaces it at the next build. Medians and percentiles are computed by this site; see the methodology. Report an error through corrections.