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PENSION PLAN FOR EMPLOYEES OF THE SERVICE EMPLOYEE INT'L UNION 401k Plan overview

Plan NamePENSION PLAN FOR EMPLOYEES OF THE SERVICE EMPLOYEE INT'L UNION
Plan identification number 001

PENSION PLAN FOR EMPLOYEES OF THE SERVICE EMPLOYEE INT'L UNION Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

SERVICE EMPLOYEES INTL UNION has sponsored the creation of one or more 401k plans.

Company Name:SERVICE EMPLOYEES INTL UNION
Employer identification number (EIN):360852885
NAIC Classification:813930
NAIC Description:Labor Unions and Similar Labor Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN FOR EMPLOYEES OF THE SERVICE EMPLOYEE INT'L UNION

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01MARY KAY HENRY2023-09-05 MARY KAY HENRY2023-09-05
0012021-01-01MARY KAY HENRY2022-08-31 MARY KAY HENRY2022-08-31
0012020-01-01MARY KAY HENRY2021-09-08 MARY KAY HENRY2021-09-08
0012019-01-01MARY KAY HENRY2020-09-22 MARY KAY HENRY2020-09-22
0012018-01-01MARY KAY HENRY2019-09-19 MARY KAY HENRY2019-09-19
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01MARY KAY HENRY
0012011-01-01MARY KAY HENRY
0012009-01-01MARY KAY HENRY

Plan Statistics for PENSION PLAN FOR EMPLOYEES OF THE SERVICE EMPLOYEE INT'L UNION

401k plan membership statisitcs for PENSION PLAN FOR EMPLOYEES OF THE SERVICE EMPLOYEE INT'L UNION

Measure Date Value
2022: PENSION PLAN FOR EMPLOYEES OF THE SERVICE EMPLOYEE INT'L UNION 2022 401k membership
Current value of assets2022-12-31360,572,306
Acturial value of assets for funding standard account2022-12-31360,572,306
Accrued liability for plan using immediate gains methods2022-12-31372,369,941
Accrued liability under unit credit cost method2022-12-31322,623,412
RPA 94 current liability2022-12-31688,924,609
Expected increase in current liability due to benefits accruing during the plan year2022-12-3121,072,141
Expected release from RPA 94 current liability for plan year2022-12-3117,530,665
Expected plan disbursements for the plan year2022-12-3118,252,738
Current value of assets2022-12-31360,572,306
Number of retired participants and beneficiaries receiving payment2022-12-31551
Current liability for retired participants and beneficiaries receiving payment2022-12-31293,490,163
Number of terminated vested participants2022-12-31929
Current liability for terminated vested participants2022-12-31200,102,928
Current liability for active participants non vested benefits2022-12-317,847,927
Current liability for active participants vested benefits2022-12-31187,483,591
Total number of active articipats2022-12-31469
Current liability for active participants2022-12-31195,331,518
Total participant count with liabilities2022-12-311,949
Total current liabilitoes for participants with libailities2022-12-31688,924,609
Total employer contributions in plan year2022-12-319,656,555
Employer’s normal cost for plan year as of valuation date2022-12-315,430,172
Prior year credit balance2022-12-3128,231,322
Amortization credits as of valuation date2022-12-3112,374,220
Total participants, beginning-of-year2022-01-014,553
Total number of active participants reported on line 7a of the Form 55002022-01-013,044
Number of retired or separated participants receiving benefits2022-01-01504
Number of other retired or separated participants entitled to future benefits2022-01-01939
Total of all active and inactive participants2022-01-014,487
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0152
Total participants2022-01-014,539
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0137
Number of employers contributing to the scheme2022-01-013
2021: PENSION PLAN FOR EMPLOYEES OF THE SERVICE EMPLOYEE INT'L UNION 2021 401k membership
Current value of assets2021-12-31318,971,391
Acturial value of assets for funding standard account2021-12-31302,546,016
Accrued liability for plan using immediate gains methods2021-12-31351,881,912
Accrued liability under unit credit cost method2021-12-31304,305,406
RPA 94 current liability2021-12-31640,657,121
Expected increase in current liability due to benefits accruing during the plan year2021-12-3120,789,483
Expected release from RPA 94 current liability for plan year2021-12-3116,125,792
Expected plan disbursements for the plan year2021-12-3116,831,042
Current value of assets2021-12-31318,971,391
Number of retired participants and beneficiaries receiving payment2021-12-31531
Current liability for retired participants and beneficiaries receiving payment2021-12-31276,812,300
Number of terminated vested participants2021-12-31941
Current liability for terminated vested participants2021-12-31186,044,003
Current liability for active participants non vested benefits2021-12-316,532,937
Current liability for active participants vested benefits2021-12-31171,267,881
Total number of active articipats2021-12-31462
Current liability for active participants2021-12-31177,800,818
Total participant count with liabilities2021-12-311,934
Total current liabilitoes for participants with libailities2021-12-31640,657,121
Total employer contributions in plan year2021-12-319,094,624
Total employee contributions in plan year2021-12-310
Prior year funding deficiency2021-12-310
Employer’s normal cost for plan year as of valuation date2021-12-314,731,850
Prior year credit balance2021-12-3129,580,611
Amortization credits as of valuation date2021-12-317,425,735
Total participants, beginning-of-year2021-01-011,941
Total number of active participants reported on line 7a of the Form 55002021-01-013,063
Number of retired or separated participants receiving benefits2021-01-01488
Number of other retired or separated participants entitled to future benefits2021-01-01952
Total of all active and inactive participants2021-01-014,503
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0150
Total participants2021-01-014,553
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0141
Number of employers contributing to the scheme2021-01-013
2020: PENSION PLAN FOR EMPLOYEES OF THE SERVICE EMPLOYEE INT'L UNION 2020 401k membership
Current value of assets2020-12-31289,544,111
Acturial value of assets for funding standard account2020-12-31281,275,418
Accrued liability for plan using immediate gains methods2020-12-31325,129,086
Accrued liability under unit credit cost method2020-12-31283,729,931
RPA 94 current liability2020-12-31570,621,037
Expected increase in current liability due to benefits accruing during the plan year2020-12-3114,740,718
Expected release from RPA 94 current liability for plan year2020-12-3115,468,494
Expected plan disbursements for the plan year2020-12-3116,179,818
Current value of assets2020-12-31289,544,111
Number of retired participants and beneficiaries receiving payment2020-12-31502
Current liability for retired participants and beneficiaries receiving payment2020-12-31260,849,977
Number of terminated vested participants2020-12-311,085
Current liability for terminated vested participants2020-12-31164,512,247
Current liability for active participants non vested benefits2020-12-315,391,589
Current liability for active participants vested benefits2020-12-31139,867,224
Total number of active articipats2020-12-31475
Current liability for active participants2020-12-31145,258,813
Total participant count with liabilities2020-12-312,062
Total current liabilitoes for participants with libailities2020-12-31570,621,037
Total employer contributions in plan year2020-12-319,239,952
Prior year funding deficiency2020-12-310
Employer’s normal cost for plan year as of valuation date2020-12-314,067,523
Prior year credit balance2020-12-3129,573,069
Amortization credits as of valuation date2020-12-316,686,210
Total participants, beginning-of-year2020-01-011,941
Total number of active participants reported on line 7a of the Form 55002020-01-01468
Number of retired or separated participants receiving benefits2020-01-01467
Number of other retired or separated participants entitled to future benefits2020-01-01955
Total of all active and inactive participants2020-01-011,890
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0151
Total participants2020-01-011,941
Number of employers contributing to the scheme2020-01-013
2019: PENSION PLAN FOR EMPLOYEES OF THE SERVICE EMPLOYEE INT'L UNION 2019 401k membership
Current value of assets2019-12-31250,642,882
Acturial value of assets for funding standard account2019-12-31263,592,331
Accrued liability for plan using immediate gains methods2019-12-31315,945,793
Accrued liability under unit credit cost method2019-12-31272,444,000
RPA 94 current liability2019-12-31543,056,614
Expected increase in current liability due to benefits accruing during the plan year2019-12-3114,748,092
Expected release from RPA 94 current liability for plan year2019-12-3114,349,157
Expected plan disbursements for the plan year2019-12-3115,065,674
Current value of assets2019-12-31250,642,882
Number of retired participants and beneficiaries receiving payment2019-12-31478
Current liability for retired participants and beneficiaries receiving payment2019-12-31250,078,949
Number of terminated vested participants2019-12-311,065
Current liability for terminated vested participants2019-12-31154,333,362
Current liability for active participants non vested benefits2019-12-314,942,181
Current liability for active participants vested benefits2019-12-31133,702,122
Total number of active articipats2019-12-31464
Current liability for active participants2019-12-31138,644,303
Total participant count with liabilities2019-12-312,007
Total current liabilitoes for participants with libailities2019-12-31543,056,614
Total employer contributions in plan year2019-12-319,916,316
Employer’s normal cost for plan year as of valuation date2019-12-314,269,535
Prior year credit balance2019-12-3129,861,555
Amortization credits as of valuation date2019-12-315,950,648
Total participants, beginning-of-year2019-01-011,564
Total number of active participants reported on line 7a of the Form 55002019-01-01480
Number of retired or separated participants receiving benefits2019-01-01439
Number of other retired or separated participants entitled to future benefits2019-01-01972
Total of all active and inactive participants2019-01-011,891
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0150
Total participants2019-01-011,941
Number of employers contributing to the scheme2019-01-013
2018: PENSION PLAN FOR EMPLOYEES OF THE SERVICE EMPLOYEE INT'L UNION 2018 401k membership
Current value of assets2018-12-31258,022,119
Acturial value of assets for funding standard account2018-12-31251,667,707
Accrued liability for plan using immediate gains methods2018-12-31294,030,275
Accrued liability under unit credit cost method2018-12-31252,868,769
RPA 94 current liability2018-12-31544,261,952
Expected increase in current liability due to benefits accruing during the plan year2018-12-3115,904,149
Expected release from RPA 94 current liability for plan year2018-12-3113,061,402
Expected plan disbursements for the plan year2018-12-3113,859,225
Current value of assets2018-12-31258,022,119
Number of retired participants and beneficiaries receiving payment2018-12-31440
Current liability for retired participants and beneficiaries receiving payment2018-12-31238,887,616
Number of terminated vested participants2018-12-311,061
Current liability for terminated vested participants2018-12-31168,683,217
Current liability for active participants non vested benefits2018-12-319,926,441
Current liability for active participants vested benefits2018-12-31126,764,678
Total number of active articipats2018-12-31472
Current liability for active participants2018-12-31136,691,119
Total participant count with liabilities2018-12-311,973
Total current liabilitoes for participants with libailities2018-12-31544,261,952
Total employer contributions in plan year2018-12-3114,395,622
Employer’s normal cost for plan year as of valuation date2018-12-314,173,656
Prior year credit balance2018-12-3124,077,860
Amortization credits as of valuation date2018-12-315,991,575
Total participants, beginning-of-year2018-01-011,540
Total number of active participants reported on line 7a of the Form 55002018-01-01456
Number of retired or separated participants receiving benefits2018-01-01468
Number of other retired or separated participants entitled to future benefits2018-01-01640
Total of all active and inactive participants2018-01-011,564
Total participants2018-01-011,564
Number of employers contributing to the scheme2018-01-012
2017: PENSION PLAN FOR EMPLOYEES OF THE SERVICE EMPLOYEE INT'L UNION 2017 401k membership
Current value of assets2017-12-31228,747,246
Acturial value of assets for funding standard account2017-12-31244,653,644
Accrued liability for plan using immediate gains methods2017-12-31273,934,445
Accrued liability under unit credit cost method2017-12-31228,580,234
RPA 94 current liability2017-12-31450,701,736
Expected increase in current liability due to benefits accruing during the plan year2017-12-3115,057,789
Expected release from RPA 94 current liability for plan year2017-12-3110,652,121
Expected plan disbursements for the plan year2017-12-3111,426,651
Current value of assets2017-12-31228,747,246
Number of retired participants and beneficiaries receiving payment2017-12-31381
Current liability for retired participants and beneficiaries receiving payment2017-12-31173,821,372
Number of terminated vested participants2017-12-311,036
Current liability for terminated vested participants2017-12-31137,893,547
Current liability for active participants non vested benefits2017-12-318,668,436
Current liability for active participants vested benefits2017-12-31130,318,381
Total number of active articipats2017-12-31566
Current liability for active participants2017-12-31138,986,817
Total participant count with liabilities2017-12-311,983
Total current liabilitoes for participants with libailities2017-12-31450,701,736
Total employer contributions in plan year2017-12-319,352,272
Employer’s normal cost for plan year as of valuation date2017-12-315,041,107
Prior year credit balance2017-12-3122,697,356
Amortization credits as of valuation date2017-12-315,918,433
Total participants, beginning-of-year2017-01-011,539
Total number of active participants reported on line 7a of the Form 55002017-01-01472
Number of retired or separated participants receiving benefits2017-01-01439
Number of other retired or separated participants entitled to future benefits2017-01-01629
Total of all active and inactive participants2017-01-011,540
Total participants2017-01-011,540
Number of employers contributing to the scheme2017-01-013
2016: PENSION PLAN FOR EMPLOYEES OF THE SERVICE EMPLOYEE INT'L UNION 2016 401k membership
Current value of assets2016-12-31211,841,289
Acturial value of assets for funding standard account2016-12-31235,189,311
Accrued liability for plan using immediate gains methods2016-12-31258,614,749
Accrued liability under unit credit cost method2016-12-31215,576,890
RPA 94 current liability2016-12-31411,510,273
Expected increase in current liability due to benefits accruing during the plan year2016-12-3114,301,845
Expected release from RPA 94 current liability for plan year2016-12-319,771,217
Expected plan disbursements for the plan year2016-12-3110,353,962
Current value of assets2016-12-31211,841,289
Number of retired participants and beneficiaries receiving payment2016-12-31370
Current liability for retired participants and beneficiaries receiving payment2016-12-31161,556,818
Number of terminated vested participants2016-12-31990
Current liability for terminated vested participants2016-12-31122,569,431
Current liability for active participants non vested benefits2016-12-314,217,911
Current liability for active participants vested benefits2016-12-31123,166,113
Total number of active articipats2016-12-31575
Current liability for active participants2016-12-31127,384,024
Total participant count with liabilities2016-12-311,935
Total current liabilitoes for participants with libailities2016-12-31411,510,273
Total employer contributions in plan year2016-12-3110,073,202
Employer’s normal cost for plan year as of valuation date2016-12-314,786,421
Prior year credit balance2016-12-3119,494,002
Amortization credits as of valuation date2016-12-315,882,207
Total participants, beginning-of-year2016-01-011,515
Total number of active participants reported on line 7a of the Form 55002016-01-01556
Number of retired or separated participants receiving benefits2016-01-01381
Number of other retired or separated participants entitled to future benefits2016-01-01602
Total of all active and inactive participants2016-01-011,539
Total participants2016-01-011,539
Number of employers contributing to the scheme2016-01-013
2015: PENSION PLAN FOR EMPLOYEES OF THE SERVICE EMPLOYEE INT'L UNION 2015 401k membership
Current value of assets2015-12-31207,036,071
Acturial value of assets for funding standard account2015-12-31218,950,666
Accrued liability for plan using immediate gains methods2015-12-31236,746,851
Accrued liability under unit credit cost method2015-12-31196,156,884
RPA 94 current liability2015-12-31362,345,285
Expected increase in current liability due to benefits accruing during the plan year2015-12-3112,626,299
Expected release from RPA 94 current liability for plan year2015-12-318,614,030
Expected plan disbursements for the plan year2015-12-319,009,030
Current value of assets2015-12-31207,036,071
Number of retired participants and beneficiaries receiving payment2015-12-31337
Current liability for retired participants and beneficiaries receiving payment2015-12-31140,234,873
Number of terminated vested participants2015-12-31914
Current liability for terminated vested participants2015-12-31104,641,883
Current liability for active participants non vested benefits2015-12-314,476,550
Current liability for active participants vested benefits2015-12-31112,991,979
Total number of active articipats2015-12-31609
Current liability for active participants2015-12-31117,468,529
Total participant count with liabilities2015-12-311,860
Total current liabilitoes for participants with libailities2015-12-31362,345,285
Total employer contributions in plan year2015-12-319,623,737
Employer’s normal cost for plan year as of valuation date2015-12-314,592,659
Prior year credit balance2015-12-3115,777,866
Amortization credits as of valuation date2015-12-315,882,206
Total participants, beginning-of-year2015-01-011,475
Total number of active participants reported on line 7a of the Form 55002015-01-01575
Number of retired or separated participants receiving benefits2015-01-01363
Number of other retired or separated participants entitled to future benefits2015-01-01577
Total of all active and inactive participants2015-01-011,515
Total participants2015-01-011,515
Number of employers contributing to the scheme2015-01-013
2014: PENSION PLAN FOR EMPLOYEES OF THE SERVICE EMPLOYEE INT'L UNION 2014 401k membership
Current value of assets2014-12-31194,543,930
Acturial value of assets for funding standard account2014-12-31207,218,367
Accrued liability for plan using immediate gains methods2014-12-31226,461,536
Accrued liability under unit credit cost method2014-12-311,876,367,399
RPA 94 current liability2014-12-31337,950,364
Expected increase in current liability due to benefits accruing during the plan year2014-12-3112,185,877
Expected release from RPA 94 current liability for plan year2014-12-317,825,928
Expected plan disbursements for the plan year2014-12-318,200,928
Current value of assets2014-12-31194,543,930
Number of retired participants and beneficiaries receiving payment2014-12-31307
Current liability for retired participants and beneficiaries receiving payment2014-12-31124,377,001
Number of terminated vested participants2014-12-31904
Current liability for terminated vested participants2014-12-31100,795,958
Current liability for active participants non vested benefits2014-12-316,373,684
Current liability for active participants vested benefits2014-12-31106,403,721
Total number of active articipats2014-12-31637
Current liability for active participants2014-12-31112,777,405
Total participant count with liabilities2014-12-311,848
Total current liabilitoes for participants with libailities2014-12-31337,950,364
Total employer contributions in plan year2014-12-319,819,938
Employer’s normal cost for plan year as of valuation date2014-12-314,857,995
Prior year credit balance2014-12-3114,340,611
Amortization credits as of valuation date2014-12-315,644,209
Total participants, beginning-of-year2014-01-011,439
Total number of active participants reported on line 7a of the Form 55002014-01-01609
Number of retired or separated participants receiving benefits2014-01-01302
Number of other retired or separated participants entitled to future benefits2014-01-01513
Total of all active and inactive participants2014-01-011,424
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0151
Total participants2014-01-011,475
Number of employers contributing to the scheme2014-01-013
2013: PENSION PLAN FOR EMPLOYEES OF THE SERVICE EMPLOYEE INT'L UNION 2013 401k membership
Current value of assets2013-12-31163,458,899
Acturial value of assets for funding standard account2013-12-31190,355,547
Accrued liability for plan using immediate gains methods2013-12-31207,852,393
Accrued liability under unit credit cost method2013-12-31169,547,445
RPA 94 current liability2013-12-31302,236,732
Expected increase in current liability due to benefits accruing during the plan year2013-12-3112,424,652
Expected release from RPA 94 current liability for plan year2013-12-316,385,179
Expected plan disbursements for the plan year2013-12-316,760,179
Current value of assets2013-12-31163,458,899
Number of retired participants and beneficiaries receiving payment2013-12-31268
Current liability for retired participants and beneficiaries receiving payment2013-12-3195,714,311
Number of terminated vested participants2013-12-31887
Current liability for terminated vested participants2013-12-3194,062,878
Current liability for active participants non vested benefits2013-12-315,732,953
Current liability for active participants vested benefits2013-12-31106,726,590
Total number of active articipats2013-12-31640
Current liability for active participants2013-12-31112,459,543
Total participant count with liabilities2013-12-311,795
Total current liabilitoes for participants with libailities2013-12-31302,236,732
Total employer contributions in plan year2013-12-3114,393,632
Prior year funding deficiency2013-12-310
Employer’s normal cost for plan year as of valuation date2013-12-315,015,133
Prior year credit balance2013-12-318,096,447
Amortization credits as of valuation date2013-12-315,134,740
Total participants, beginning-of-year2013-01-011,459
Total number of active participants reported on line 7a of the Form 55002013-01-01636
Number of retired or separated participants receiving benefits2013-01-01257
Number of other retired or separated participants entitled to future benefits2013-01-01504
Total of all active and inactive participants2013-01-011,397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0142
Total participants2013-01-011,439
Number of employers contributing to the scheme2013-01-013
2012: PENSION PLAN FOR EMPLOYEES OF THE SERVICE EMPLOYEE INT'L UNION 2012 401k membership
Total participants, beginning-of-year2012-01-011,429
Total number of active participants reported on line 7a of the Form 55002012-01-01644
Number of retired or separated participants receiving benefits2012-01-01227
Number of other retired or separated participants entitled to future benefits2012-01-01551
Total of all active and inactive participants2012-01-011,422
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0137
Total participants2012-01-011,459
Number of employers contributing to the scheme2012-01-013
2011: PENSION PLAN FOR EMPLOYEES OF THE SERVICE EMPLOYEE INT'L UNION 2011 401k membership
Total participants, beginning-of-year2011-01-011,189
Total number of active participants reported on line 7a of the Form 55002011-01-01635
Number of retired or separated participants receiving benefits2011-01-01225
Number of other retired or separated participants entitled to future benefits2011-01-01533
Total of all active and inactive participants2011-01-011,393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0136
Total participants2011-01-011,429
Number of employers contributing to the scheme2011-01-012
2009: PENSION PLAN FOR EMPLOYEES OF THE SERVICE EMPLOYEE INT'L UNION 2009 401k membership
Total participants, beginning-of-year2009-01-011,374
Total number of active participants reported on line 7a of the Form 55002009-01-01609
Number of retired or separated participants receiving benefits2009-01-01190
Number of other retired or separated participants entitled to future benefits2009-01-01487
Total of all active and inactive participants2009-01-011,286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0132
Total participants2009-01-011,318
Number of employers contributing to the scheme2009-01-014

Financial Data on PENSION PLAN FOR EMPLOYEES OF THE SERVICE EMPLOYEE INT'L UNION

Measure Date Value
2022 : PENSION PLAN FOR EMPLOYEES OF THE SERVICE EMPLOYEE INT'L UNION 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$222,938
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$166,930
Total income from all sources (including contributions)2022-12-31$-33,380,022
Total of all expenses incurred2022-12-31$17,382,687
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$16,635,994
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$9,656,555
Value of total assets at end of year2022-12-31$310,032,535
Value of total assets at beginning of year2022-12-31$360,739,236
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$746,693
Total interest from all sources2022-12-31$3,252
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$233,158
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$51,344
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$52,313
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$68,057
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$71,849
Other income not declared elsewhere2022-12-31$-439,025
Administrative expenses (other) incurred2022-12-31$513,535
Liabilities. Value of operating payables at end of year2022-12-31$154,881
Liabilities. Value of operating payables at beginning of year2022-12-31$95,081
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-50,762,709
Value of net assets at end of year (total assets less liabilities)2022-12-31$309,809,597
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$360,572,306
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in master investment trust accounts at end of year2022-12-31$303,527,223
Value of interest in master investment trust accounts at beginning of year2022-12-31$356,585,887
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$5,321,087
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$3,044,733
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$3,044,733
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$3,252
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$9,656,555
Employer contributions (assets) at end of year2022-12-31$1,132,881
Employer contributions (assets) at beginning of year2022-12-31$1,056,303
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$16,635,994
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2022-12-31470900880
2021 : PENSION PLAN FOR EMPLOYEES OF THE SERVICE EMPLOYEE INT'L UNION 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$166,930
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$99,732
Total income from all sources (including contributions)2021-12-31$57,505,014
Total of all expenses incurred2021-12-31$15,904,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$15,221,784
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$9,094,624
Value of total assets at end of year2021-12-31$360,739,236
Value of total assets at beginning of year2021-12-31$319,071,123
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$682,315
Total interest from all sources2021-12-31$1,489
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$192,617
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$52,313
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$53,302
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$71,849
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$19,859
Other income not declared elsewhere2021-12-31$54,953
Administrative expenses (other) incurred2021-12-31$489,698
Liabilities. Value of operating payables at end of year2021-12-31$95,081
Liabilities. Value of operating payables at beginning of year2021-12-31$79,873
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$41,600,915
Value of net assets at end of year (total assets less liabilities)2021-12-31$360,572,306
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$318,971,391
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in master investment trust accounts at end of year2021-12-31$356,585,887
Value of interest in master investment trust accounts at beginning of year2021-12-31$317,225,600
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$3,044,733
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$857,940
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$857,940
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1,489
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$9,094,624
Employer contributions (assets) at end of year2021-12-31$1,056,303
Employer contributions (assets) at beginning of year2021-12-31$934,281
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$15,221,784
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2021-12-31470900880
2020 : PENSION PLAN FOR EMPLOYEES OF THE SERVICE EMPLOYEE INT'L UNION 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$99,732
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$198,506
Total income from all sources (including contributions)2020-12-31$44,334,002
Total of all expenses incurred2020-12-31$14,906,722
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$14,223,084
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$9,239,952
Value of total assets at end of year2020-12-31$319,071,123
Value of total assets at beginning of year2020-12-31$289,742,617
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$683,638
Total interest from all sources2020-12-31$1,538
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$203,980
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$115,027
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$53,302
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$41,807
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$19,859
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$79,315
Other income not declared elsewhere2020-12-31$130,091
Administrative expenses (other) incurred2020-12-31$479,658
Liabilities. Value of operating payables at end of year2020-12-31$79,873
Liabilities. Value of operating payables at beginning of year2020-12-31$119,191
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$29,427,280
Value of net assets at end of year (total assets less liabilities)2020-12-31$318,971,391
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$289,544,111
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in master investment trust accounts at end of year2020-12-31$317,225,600
Value of interest in master investment trust accounts at beginning of year2020-12-31$281,675,512
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$857,940
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$7,249,050
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$7,249,050
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,538
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$9,239,952
Employer contributions (assets) at end of year2020-12-31$934,281
Employer contributions (assets) at beginning of year2020-12-31$661,221
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$14,223,084
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2020-12-31470900880
2019 : PENSION PLAN FOR EMPLOYEES OF THE SERVICE EMPLOYEE INT'L UNION 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$198,506
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$198,506
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$167,939
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$167,939
Total income from all sources (including contributions)2019-12-31$52,872,470
Total income from all sources (including contributions)2019-12-31$52,872,470
Total of all expenses incurred2019-12-31$13,971,241
Total of all expenses incurred2019-12-31$13,971,241
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$13,238,143
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$13,238,143
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$9,916,316
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$9,916,316
Value of total assets at end of year2019-12-31$289,742,617
Value of total assets at end of year2019-12-31$289,742,617
Value of total assets at beginning of year2019-12-31$250,810,821
Value of total assets at beginning of year2019-12-31$250,810,821
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$733,098
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$733,098
Total interest from all sources2019-12-31$4,165
Total interest from all sources2019-12-31$4,165
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$214,109
Administrative expenses professional fees incurred2019-12-31$214,109
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$115,027
Assets. Other investments not covered elsewhere at end of year2019-12-31$115,027
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$5,168,772
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$5,168,772
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$41,807
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$41,807
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$39,538
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$39,538
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$79,315
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$79,315
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$57,547
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$57,547
Other income not declared elsewhere2019-12-31$248,373
Other income not declared elsewhere2019-12-31$248,373
Administrative expenses (other) incurred2019-12-31$518,989
Administrative expenses (other) incurred2019-12-31$518,989
Liabilities. Value of operating payables at end of year2019-12-31$119,191
Liabilities. Value of operating payables at end of year2019-12-31$119,191
Liabilities. Value of operating payables at beginning of year2019-12-31$110,392
Liabilities. Value of operating payables at beginning of year2019-12-31$110,392
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$38,901,229
Value of net income/loss2019-12-31$38,901,229
Value of net assets at end of year (total assets less liabilities)2019-12-31$289,544,111
Value of net assets at end of year (total assets less liabilities)2019-12-31$289,544,111
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$250,642,882
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$250,642,882
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in master investment trust accounts at end of year2019-12-31$281,675,512
Value of interest in master investment trust accounts at end of year2019-12-31$281,675,512
Value of interest in master investment trust accounts at beginning of year2019-12-31$244,336,935
Value of interest in master investment trust accounts at beginning of year2019-12-31$244,336,935
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$7,249,050
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$7,249,050
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$630,581
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$630,581
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$630,581
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$630,581
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$4,165
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$4,165
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$9,916,316
Contributions received in cash from employer2019-12-31$9,916,316
Employer contributions (assets) at end of year2019-12-31$661,221
Employer contributions (assets) at end of year2019-12-31$661,221
Employer contributions (assets) at beginning of year2019-12-31$634,995
Employer contributions (assets) at beginning of year2019-12-31$634,995
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$13,238,143
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$13,238,143
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31CALIBRE CPA GROUP PLLC
Accountancy firm name2019-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2019-12-31470900880
Accountancy firm EIN2019-12-31470900880
2018 : PENSION PLAN FOR EMPLOYEES OF THE SERVICE EMPLOYEE INT'L UNION 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$167,939
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$114,977
Total income from all sources (including contributions)2018-12-31$6,364,069
Total of all expenses incurred2018-12-31$13,743,306
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$13,042,333
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$14,395,622
Value of total assets at end of year2018-12-31$250,810,821
Value of total assets at beginning of year2018-12-31$258,137,096
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$700,973
Total interest from all sources2018-12-31$4,500
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$187,657
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$5,168,772
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$5,989,074
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$39,538
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$31,120
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$57,547
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$38,044
Other income not declared elsewhere2018-12-31$-479,455
Administrative expenses (other) incurred2018-12-31$513,316
Liabilities. Value of operating payables at end of year2018-12-31$110,392
Liabilities. Value of operating payables at beginning of year2018-12-31$76,933
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-7,379,237
Value of net assets at end of year (total assets less liabilities)2018-12-31$250,642,882
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$258,022,119
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in master investment trust accounts at end of year2018-12-31$244,336,935
Value of interest in master investment trust accounts at beginning of year2018-12-31$251,052,800
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$630,581
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$466,165
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$466,165
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$4,500
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$14,395,622
Employer contributions (assets) at end of year2018-12-31$634,995
Employer contributions (assets) at beginning of year2018-12-31$597,937
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$13,042,333
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2018-12-31470900880
2017 : PENSION PLAN FOR EMPLOYEES OF THE SERVICE EMPLOYEE INT'L UNION 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$114,977
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$184,285
Total income from all sources (including contributions)2017-12-31$42,557,707
Total of all expenses incurred2017-12-31$13,282,834
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$12,605,629
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$9,352,272
Value of total assets at end of year2017-12-31$258,137,096
Value of total assets at beginning of year2017-12-31$228,931,531
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$677,205
Total interest from all sources2017-12-31$1,814
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$191,387
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$5,989,074
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$5,559,065
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$31,120
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$31,571
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$38,044
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$59,989
Other income not declared elsewhere2017-12-31$404,077
Administrative expenses (other) incurred2017-12-31$485,818
Liabilities. Value of operating payables at end of year2017-12-31$76,933
Liabilities. Value of operating payables at beginning of year2017-12-31$124,296
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$29,274,873
Value of net assets at end of year (total assets less liabilities)2017-12-31$258,022,119
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$228,747,246
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in master investment trust accounts at end of year2017-12-31$251,052,800
Value of interest in master investment trust accounts at beginning of year2017-12-31$222,555,982
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$466,165
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$83,573
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$83,573
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,814
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$9,352,272
Employer contributions (assets) at end of year2017-12-31$597,937
Employer contributions (assets) at beginning of year2017-12-31$701,340
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$12,605,629
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31SALTER & COMPANY, LLC
Accountancy firm EIN2017-12-31208078757
2016 : PENSION PLAN FOR EMPLOYEES OF THE SERVICE EMPLOYEE INT'L UNION 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$184,285
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$111,621
Total income from all sources (including contributions)2016-12-31$26,727,372
Total of all expenses incurred2016-12-31$9,821,415
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$8,972,132
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$10,073,202
Value of total assets at end of year2016-12-31$228,931,531
Value of total assets at beginning of year2016-12-31$211,952,910
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$849,283
Total interest from all sources2016-12-31$1,312
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$270,111
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$5,559,065
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$5,230,875
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$31,571
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$63,555
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$59,989
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$64,702
Other income not declared elsewhere2016-12-31$150,541
Administrative expenses (other) incurred2016-12-31$579,172
Liabilities. Value of operating payables at end of year2016-12-31$124,296
Liabilities. Value of operating payables at beginning of year2016-12-31$46,919
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$16,905,957
Value of net assets at end of year (total assets less liabilities)2016-12-31$228,747,246
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$211,841,289
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in master investment trust accounts at end of year2016-12-31$222,555,982
Value of interest in master investment trust accounts at beginning of year2016-12-31$205,708,625
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$83,573
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$251,249
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$251,249
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,312
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$10,073,202
Employer contributions (assets) at end of year2016-12-31$701,340
Employer contributions (assets) at beginning of year2016-12-31$698,606
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$8,972,132
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31SALTER & COMPANY, LLC
Accountancy firm EIN2016-12-31208078757
2015 : PENSION PLAN FOR EMPLOYEES OF THE SERVICE EMPLOYEE INT'L UNION 2015 401k financial data
Total transfer of assets to this plan2015-12-31$5,118,824
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$111,621
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$818,852
Total income from all sources (including contributions)2015-12-31$8,503,216
Total of all expenses incurred2015-12-31$8,080,054
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$7,583,737
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$9,623,737
Value of total assets at end of year2015-12-31$211,952,910
Value of total assets at beginning of year2015-12-31$207,118,155
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$496,317
Total interest from all sources2015-12-31$1,316
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$180,556
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$5,230,875
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$63,555
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$43,081
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$64,702
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$13,857
Administrative expenses (other) incurred2015-12-31$315,761
Liabilities. Value of operating payables at end of year2015-12-31$46,919
Liabilities. Value of operating payables at beginning of year2015-12-31$68,227
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$423,162
Value of net assets at end of year (total assets less liabilities)2015-12-31$211,841,289
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$206,299,303
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in master investment trust accounts at end of year2015-12-31$205,708,625
Value of interest in master investment trust accounts at beginning of year2015-12-31$206,029,084
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$251,249
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$346,232
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$346,232
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,316
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$9,623,737
Employer contributions (assets) at end of year2015-12-31$698,606
Employer contributions (assets) at beginning of year2015-12-31$699,758
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$7,583,737
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$736,768
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31SALTER & COMPANY, LLC
Accountancy firm EIN2015-12-31208078757
2014 : PENSION PLAN FOR EMPLOYEES OF THE SERVICE EMPLOYEE INT'L UNION 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$818,852
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,121,336
Total income from all sources (including contributions)2014-12-31$20,895,650
Total of all expenses incurred2014-12-31$8,340,824
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$7,948,757
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$9,819,938
Value of total assets at end of year2014-12-31$207,118,155
Value of total assets at beginning of year2014-12-31$194,865,813
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$392,067
Total interest from all sources2014-12-31$1,585
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$197,910
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$43,081
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$37,287
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$13,857
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$237,648
Administrative expenses (other) incurred2014-12-31$194,157
Liabilities. Value of operating payables at end of year2014-12-31$68,227
Liabilities. Value of operating payables at beginning of year2014-12-31$84,235
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$12,554,826
Value of net assets at end of year (total assets less liabilities)2014-12-31$206,299,303
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$193,744,477
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Interest earned on other investments2014-12-31$1,585
Value of interest in master investment trust accounts at end of year2014-12-31$206,029,084
Value of interest in master investment trust accounts at beginning of year2014-12-31$188,824,641
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$346,232
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$496,009
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$496,009
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$9,819,938
Employer contributions (assets) at end of year2014-12-31$699,758
Employer contributions (assets) at beginning of year2014-12-31$5,507,876
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$7,948,757
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Liabilities. Value of benefit claims payable at end of year2014-12-31$736,768
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$799,453
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2014-12-31470700880
2013 : PENSION PLAN FOR EMPLOYEES OF THE SERVICE EMPLOYEE INT'L UNION 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,121,336
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$332,621
Total income from all sources (including contributions)2013-12-31$39,217,484
Total of all expenses incurred2013-12-31$8,767,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$8,404,766
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$14,393,632
Value of total assets at end of year2013-12-31$194,865,813
Value of total assets at beginning of year2013-12-31$163,627,401
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$363,021
Total interest from all sources2013-12-31$1,418
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$165,830
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$37,287
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$38,977
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$237,648
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$17,812
Administrative expenses (other) incurred2013-12-31$197,191
Liabilities. Value of operating payables at end of year2013-12-31$84,235
Liabilities. Value of operating payables at beginning of year2013-12-31$155,061
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$30,449,697
Value of net assets at end of year (total assets less liabilities)2013-12-31$193,744,477
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$163,294,780
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Interest earned on other investments2013-12-31$1,418
Value of interest in master investment trust accounts at end of year2013-12-31$188,824,641
Value of interest in master investment trust accounts at beginning of year2013-12-31$162,435,541
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$496,009
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$407,454
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$407,454
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$14,393,632
Employer contributions (assets) at end of year2013-12-31$5,507,876
Employer contributions (assets) at beginning of year2013-12-31$745,429
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$8,404,766
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Liabilities. Value of benefit claims payable at end of year2013-12-31$799,453
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$159,748
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2013-12-31470700880
2012 : PENSION PLAN FOR EMPLOYEES OF THE SERVICE EMPLOYEE INT'L UNION 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$332,621
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$305,066
Total income from all sources (including contributions)2012-12-31$25,443,662
Total of all expenses incurred2012-12-31$5,673,645
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$5,295,874
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$9,710,853
Value of total assets at end of year2012-12-31$163,627,401
Value of total assets at beginning of year2012-12-31$143,829,829
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$377,771
Total interest from all sources2012-12-31$2,060
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$227,588
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$38,977
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$19,643
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$17,812
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$33,210
Administrative expenses (other) incurred2012-12-31$150,183
Liabilities. Value of operating payables at end of year2012-12-31$155,061
Liabilities. Value of operating payables at beginning of year2012-12-31$255,116
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$19,770,017
Value of net assets at end of year (total assets less liabilities)2012-12-31$163,294,780
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$143,524,763
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Interest earned on other investments2012-12-31$2,060
Value of interest in master investment trust accounts at end of year2012-12-31$162,435,541
Value of interest in master investment trust accounts at beginning of year2012-12-31$142,576,928
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$407,454
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$190,043
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$190,043
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$9,710,853
Employer contributions (assets) at end of year2012-12-31$745,429
Employer contributions (assets) at beginning of year2012-12-31$1,025,998
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$5,295,874
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Liabilities. Value of benefit claims payable at end of year2012-12-31$159,748
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$16,740
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$17,217
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2012-12-31470900880
2011 : PENSION PLAN FOR EMPLOYEES OF THE SERVICE EMPLOYEE INT'L UNION 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$305,066
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$207,273
Total income from all sources (including contributions)2011-12-31$8,651,229
Total of all expenses incurred2011-12-31$5,360,246
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,915,366
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$9,689,331
Value of total assets at end of year2011-12-31$143,829,829
Value of total assets at beginning of year2011-12-31$140,441,053
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$444,880
Total interest from all sources2011-12-31$1,943
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$300,962
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$19,643
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$14,065
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$33,210
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$1,370
Administrative expenses (other) incurred2011-12-31$143,918
Liabilities. Value of operating payables at end of year2011-12-31$255,116
Liabilities. Value of operating payables at beginning of year2011-12-31$188,522
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$3,290,983
Value of net assets at end of year (total assets less liabilities)2011-12-31$143,524,763
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$140,233,780
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Interest earned on other investments2011-12-31$1,943
Value of interest in master investment trust accounts at end of year2011-12-31$142,576,928
Value of interest in master investment trust accounts at beginning of year2011-12-31$139,064,522
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$190,043
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$200,685
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$200,685
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$9,689,331
Employer contributions (assets) at end of year2011-12-31$1,025,998
Employer contributions (assets) at beginning of year2011-12-31$1,144,372
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,915,366
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Liabilities. Value of benefit claims payable at end of year2011-12-31$16,740
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$17,381
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$17,217
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$17,409
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2011-12-31470900880
2010 : PENSION PLAN FOR EMPLOYEES OF THE SERVICE EMPLOYEE INT'L UNION 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$207,273
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$390,469
Total income from all sources (including contributions)2010-12-31$21,753,002
Total of all expenses incurred2010-12-31$4,922,924
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,531,597
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$9,126,451
Value of total assets at end of year2010-12-31$140,441,053
Value of total assets at beginning of year2010-12-31$123,794,171
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$391,327
Total interest from all sources2010-12-31$2,612
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$276,419
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$14,065
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$13,913
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$1,370
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$164,558
Administrative expenses (other) incurred2010-12-31$114,908
Liabilities. Value of operating payables at end of year2010-12-31$188,522
Liabilities. Value of operating payables at beginning of year2010-12-31$200,786
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$16,830,078
Value of net assets at end of year (total assets less liabilities)2010-12-31$140,233,780
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$123,403,702
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Interest earned on other investments2010-12-31$2,612
Value of interest in master investment trust accounts at end of year2010-12-31$139,064,522
Value of interest in master investment trust accounts at beginning of year2010-12-31$123,539,587
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$200,685
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$9,126,451
Employer contributions (assets) at end of year2010-12-31$1,144,372
Employer contributions (assets) at beginning of year2010-12-31$224,699
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,531,597
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Liabilities. Value of benefit claims payable at end of year2010-12-31$17,381
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$25,125
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$17,409
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$15,972
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2010-12-31470900880

Form 5500 Responses for PENSION PLAN FOR EMPLOYEES OF THE SERVICE EMPLOYEE INT'L UNION

2022: PENSION PLAN FOR EMPLOYEES OF THE SERVICE EMPLOYEE INT'L UNION 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PENSION PLAN FOR EMPLOYEES OF THE SERVICE EMPLOYEE INT'L UNION 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PENSION PLAN FOR EMPLOYEES OF THE SERVICE EMPLOYEE INT'L UNION 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PENSION PLAN FOR EMPLOYEES OF THE SERVICE EMPLOYEE INT'L UNION 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PENSION PLAN FOR EMPLOYEES OF THE SERVICE EMPLOYEE INT'L UNION 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PENSION PLAN FOR EMPLOYEES OF THE SERVICE EMPLOYEE INT'L UNION 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PENSION PLAN FOR EMPLOYEES OF THE SERVICE EMPLOYEE INT'L UNION 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PENSION PLAN FOR EMPLOYEES OF THE SERVICE EMPLOYEE INT'L UNION 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PENSION PLAN FOR EMPLOYEES OF THE SERVICE EMPLOYEE INT'L UNION 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PENSION PLAN FOR EMPLOYEES OF THE SERVICE EMPLOYEE INT'L UNION 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PENSION PLAN FOR EMPLOYEES OF THE SERVICE EMPLOYEE INT'L UNION 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PENSION PLAN FOR EMPLOYEES OF THE SERVICE EMPLOYEE INT'L UNION 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PENSION PLAN FOR EMPLOYEES OF THE SERVICE EMPLOYEE INT'L UNION 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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