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

Plan NameSEIU AFFILIATES' OFFICERS AND EMPLOYEES SUPPLEMENTAL RETIREMENT SAVINGS 401(K) PLAN
Plan identification number 335

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

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3352022-01-01MARY KAY HENRY2023-09-05 MARY KAY HENRY2023-09-05
3352021-01-01MARY KAY HENRY2022-08-31 MARY KAY HENRY2022-08-31
3352020-01-01MARY KAY HENRY2021-09-06 MARY KAY HENRY2021-09-06
3352019-01-01MARY KAY HENRY2020-09-22 MARY KAY HENRY2020-09-22
3352018-01-01MARY KAY HENRY2019-09-19 MARY KAY HENRY2019-09-19
3352017-01-01
3352016-01-01
3352015-01-01
3352014-01-01
3352013-01-01
3352012-01-01MARY KAY HENRY
3352011-01-01MARY KAY HENRY
3352010-01-01MARY KAY HENRY
3352009-01-01MARY KAY HENRY

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

401k plan membership statisitcs for SEIU AFFILIATES' OFFICERS AND EMPLOYEES SUPPLEMENTAL RETIREMENT SAVINGS 401(K) PLAN

Measure Date Value
2022: SEIU AFFILIATES' OFFICERS AND EMPLOYEES SUPPLEMENTAL RETIREMENT SAVINGS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,535
Total number of active participants reported on line 7a of the Form 55002022-01-011,193
Number of other retired or separated participants entitled to future benefits2022-01-01425
Total of all active and inactive participants2022-01-011,618
Total participants2022-01-011,618
Number of participants with account balances2022-01-011,618
2021: SEIU AFFILIATES' OFFICERS AND EMPLOYEES SUPPLEMENTAL RETIREMENT SAVINGS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,410
Total number of active participants reported on line 7a of the Form 55002021-01-011,171
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01364
Total of all active and inactive participants2021-01-011,535
Total participants2021-01-011,535
Number of participants with account balances2021-01-011,535
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: SEIU AFFILIATES' OFFICERS AND EMPLOYEES SUPPLEMENTAL RETIREMENT SAVINGS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,313
Total number of active participants reported on line 7a of the Form 55002020-01-011,103
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01307
Total of all active and inactive participants2020-01-011,410
Total participants2020-01-011,410
Number of participants with account balances2020-01-011,410
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SEIU AFFILIATES' OFFICERS AND EMPLOYEES SUPPLEMENTAL RETIREMENT SAVINGS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,123
Total number of active participants reported on line 7a of the Form 55002019-01-011,010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01303
Total of all active and inactive participants2019-01-011,313
Total participants2019-01-011,313
Number of participants with account balances2019-01-011,313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: SEIU AFFILIATES' OFFICERS AND EMPLOYEES SUPPLEMENTAL RETIREMENT SAVINGS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,002
Total number of active participants reported on line 7a of the Form 55002018-01-01848
Number of other retired or separated participants entitled to future benefits2018-01-01275
Total of all active and inactive participants2018-01-011,123
Total participants2018-01-011,123
Number of participants with account balances2018-01-011,123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: SEIU AFFILIATES' OFFICERS AND EMPLOYEES SUPPLEMENTAL RETIREMENT SAVINGS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01946
Total number of active participants reported on line 7a of the Form 55002017-01-01749
Number of other retired or separated participants entitled to future benefits2017-01-01253
Total of all active and inactive participants2017-01-011,002
Total participants2017-01-011,002
Number of participants with account balances2017-01-011,002
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-016
2016: SEIU AFFILIATES' OFFICERS AND EMPLOYEES SUPPLEMENTAL RETIREMENT SAVINGS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01906
Total number of active participants reported on line 7a of the Form 55002016-01-01689
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01257
Total of all active and inactive participants2016-01-01946
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01946
Number of participants with account balances2016-01-01946
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SEIU AFFILIATES' OFFICERS AND EMPLOYEES SUPPLEMENTAL RETIREMENT SAVINGS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01831
Total number of active participants reported on line 7a of the Form 55002015-01-01644
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01262
Total of all active and inactive participants2015-01-01906
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01906
Number of participants with account balances2015-01-01906
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SEIU AFFILIATES' OFFICERS AND EMPLOYEES SUPPLEMENTAL RETIREMENT SAVINGS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01874
Total number of active participants reported on line 7a of the Form 55002014-01-01595
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01236
Total of all active and inactive participants2014-01-01831
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01831
Number of participants with account balances2014-01-01831
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SEIU AFFILIATES' OFFICERS AND EMPLOYEES SUPPLEMENTAL RETIREMENT SAVINGS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01832
Total number of active participants reported on line 7a of the Form 55002013-01-01618
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-01253
Total of all active and inactive participants2013-01-01874
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01874
Number of participants with account balances2013-01-01837
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SEIU AFFILIATES' OFFICERS AND EMPLOYEES SUPPLEMENTAL RETIREMENT SAVINGS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01795
Total number of active participants reported on line 7a of the Form 55002012-01-01591
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-01238
Total of all active and inactive participants2012-01-01832
Total participants2012-01-01832
Number of participants with account balances2012-01-01797
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: SEIU AFFILIATES' OFFICERS AND EMPLOYEES SUPPLEMENTAL RETIREMENT SAVINGS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01778
Total number of active participants reported on line 7a of the Form 55002011-01-01558
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-01234
Total of all active and inactive participants2011-01-01795
Total participants2011-01-01795
Number of participants with account balances2011-01-01758
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2010: SEIU AFFILIATES' OFFICERS AND EMPLOYEES SUPPLEMENTAL RETIREMENT SAVINGS 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01766
Total number of active participants reported on line 7a of the Form 55002010-01-01547
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-01229
Total of all active and inactive participants2010-01-01777
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01778
Number of participants with account balances2010-01-01738
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-013
2009: SEIU AFFILIATES' OFFICERS AND EMPLOYEES SUPPLEMENTAL RETIREMENT SAVINGS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01761
Total number of active participants reported on line 7a of the Form 55002009-01-01560
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-01205
Total of all active and inactive participants2009-01-01766
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01766
Number of participants with account balances2009-01-01739
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

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

Measure Date Value
2022 : SEIU AFFILIATES' OFFICERS AND EMPLOYEES SUPPLEMENTAL RETIREMENT SAVINGS 401(K) PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$23,875
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$61,361
Total income from all sources (including contributions)2022-12-31$-1,981,694
Total of all expenses incurred2022-12-31$5,564,693
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,213,753
Value of total corrective distributions2022-12-31$13,969
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$10,093,156
Value of total assets at end of year2022-12-31$74,313,598
Value of total assets at beginning of year2022-12-31$81,897,471
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$336,971
Total interest from all sources2022-12-31$227,576
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,437,344
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,437,344
Administrative expenses professional fees incurred2022-12-31$16,604
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
Contributions received from participants2022-12-31$7,233,911
Participant contributions at end of year2022-12-31$1,579,160
Participant contributions at beginning of year2022-12-31$1,578,945
Participant contributions at end of year2022-12-31$56,841
Participant contributions at beginning of year2022-12-31$53,487
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$673,050
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$51,875
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$53,181
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$13,969
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$30,062
Other income not declared elsewhere2022-12-31$217,329
Administrative expenses (other) incurred2022-12-31$76,828
Liabilities. Value of operating payables at end of year2022-12-31$9,906
Liabilities. Value of operating payables at beginning of year2022-12-31$31,299
Total non interest bearing cash at end of year2022-12-31$245,630
Total non interest bearing cash at beginning of year2022-12-31$151,816
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-7,546,387
Value of net assets at end of year (total assets less liabilities)2022-12-31$74,289,723
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$81,836,110
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
Investment advisory and management fees2022-12-31$243,539
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$47,831,417
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$51,361,672
Value of interest in pooled separate accounts at end of year2022-12-31$14,195,603
Value of interest in pooled separate accounts at beginning of year2022-12-31$19,673,045
Interest on participant loans2022-12-31$64,821
Interest earned on other investments2022-12-31$162,755
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$10,344,799
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$9,005,059
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-9,965,310
Net investment gain/loss from pooled separate accounts2022-12-31$-3,991,789
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$2,186,195
Employer contributions (assets) at end of year2022-12-31$8,273
Employer contributions (assets) at beginning of year2022-12-31$20,266
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,213,753
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 appraiser2022-12-31No
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 : SEIU AFFILIATES' OFFICERS AND EMPLOYEES SUPPLEMENTAL RETIREMENT SAVINGS 401(K) PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$61,361
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$15,273
Total income from all sources (including contributions)2021-12-31$20,075,104
Total of all expenses incurred2021-12-31$4,415,377
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,081,947
Value of total corrective distributions2021-12-31$30,062
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$9,067,758
Value of total assets at end of year2021-12-31$81,897,471
Value of total assets at beginning of year2021-12-31$66,191,656
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$303,368
Total interest from all sources2021-12-31$204,835
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,906,051
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$4,906,051
Administrative expenses professional fees incurred2021-12-31$42,288
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
Contributions received from participants2021-12-31$6,710,278
Participant contributions at end of year2021-12-31$1,578,945
Participant contributions at beginning of year2021-12-31$1,339,641
Participant contributions at end of year2021-12-31$53,487
Participant contributions at beginning of year2021-12-31$97,751
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$587,545
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$53,181
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$59,246
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$30,062
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$8,649
Other income not declared elsewhere2021-12-31$160,907
Administrative expenses (other) incurred2021-12-31$73,688
Liabilities. Value of operating payables at end of year2021-12-31$31,299
Liabilities. Value of operating payables at beginning of year2021-12-31$6,624
Total non interest bearing cash at end of year2021-12-31$151,816
Total non interest bearing cash at beginning of year2021-12-31$76,342
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$15,659,727
Value of net assets at end of year (total assets less liabilities)2021-12-31$81,836,110
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$66,176,383
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
Investment advisory and management fees2021-12-31$187,392
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$51,361,672
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$41,103,088
Value of interest in pooled separate accounts at end of year2021-12-31$19,673,045
Value of interest in pooled separate accounts at beginning of year2021-12-31$14,978,669
Interest on participant loans2021-12-31$59,467
Interest earned on other investments2021-12-31$145,368
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$9,005,059
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$8,504,181
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,261,117
Net investment gain/loss from pooled separate accounts2021-12-31$3,474,436
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$1,769,935
Employer contributions (assets) at end of year2021-12-31$20,266
Employer contributions (assets) at beginning of year2021-12-31$32,738
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,081,947
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 appraiser2021-12-31No
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 : SEIU AFFILIATES' OFFICERS AND EMPLOYEES SUPPLEMENTAL RETIREMENT SAVINGS 401(K) PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$15,273
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$65,082
Total income from all sources (including contributions)2020-12-31$16,029,547
Total of all expenses incurred2020-12-31$4,943,030
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,696,691
Value of total corrective distributions2020-12-31$8,649
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$7,632,805
Value of total assets at end of year2020-12-31$66,191,656
Value of total assets at beginning of year2020-12-31$55,154,948
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$237,690
Total interest from all sources2020-12-31$225,889
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,078,424
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,078,424
Administrative expenses professional fees incurred2020-12-31$15,766
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
Contributions received from participants2020-12-31$5,847,743
Participant contributions at end of year2020-12-31$1,339,641
Participant contributions at beginning of year2020-12-31$1,210,192
Participant contributions at end of year2020-12-31$97,751
Participant contributions at beginning of year2020-12-31$70,526
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$398,146
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$59,246
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$39,801
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$8,649
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$47,362
Other income not declared elsewhere2020-12-31$143,760
Administrative expenses (other) incurred2020-12-31$68,036
Liabilities. Value of operating payables at end of year2020-12-31$6,624
Liabilities. Value of operating payables at beginning of year2020-12-31$17,720
Total non interest bearing cash at end of year2020-12-31$76,342
Total non interest bearing cash at beginning of year2020-12-31$56,989
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$11,086,517
Value of net assets at end of year (total assets less liabilities)2020-12-31$66,176,383
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$55,089,866
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
Investment advisory and management fees2020-12-31$153,888
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$41,103,088
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$34,336,106
Value of interest in pooled separate accounts at end of year2020-12-31$14,978,669
Value of interest in pooled separate accounts at beginning of year2020-12-31$12,153,494
Interest on participant loans2020-12-31$59,295
Interest earned on other investments2020-12-31$166,594
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$8,504,181
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$7,255,295
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,709,252
Net investment gain/loss from pooled separate accounts2020-12-31$2,239,417
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$1,386,916
Employer contributions (assets) at end of year2020-12-31$32,738
Employer contributions (assets) at beginning of year2020-12-31$32,545
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,696,691
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 appraiser2020-12-31No
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 : SEIU AFFILIATES' OFFICERS AND EMPLOYEES SUPPLEMENTAL RETIREMENT SAVINGS 401(K) PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$65,082
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$52,029
Total income from all sources (including contributions)2019-12-31$15,643,519
Total of all expenses incurred2019-12-31$3,208,143
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,940,354
Value of total corrective distributions2019-12-31$47,362
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,031,330
Value of total assets at end of year2019-12-31$55,154,948
Value of total assets at beginning of year2019-12-31$42,706,519
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$220,427
Total interest from all sources2019-12-31$200,752
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$895,283
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$895,283
Administrative expenses professional fees incurred2019-12-31$12,940
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
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
Contributions received from participants2019-12-31$4,974,389
Participant contributions at end of year2019-12-31$1,210,192
Participant contributions at beginning of year2019-12-31$896,635
Participant contributions at end of year2019-12-31$70,526
Participant contributions at beginning of year2019-12-31$72,852
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$195,001
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$39,801
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$40,382
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$47,362
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$43,314
Other income not declared elsewhere2019-12-31$136,180
Administrative expenses (other) incurred2019-12-31$197,487
Liabilities. Value of operating payables at end of year2019-12-31$17,720
Liabilities. Value of operating payables at beginning of year2019-12-31$8,715
Total non interest bearing cash at end of year2019-12-31$56,989
Total non interest bearing cash at beginning of year2019-12-31$863
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$12,435,376
Value of net assets at end of year (total assets less liabilities)2019-12-31$55,089,866
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$42,654,490
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 leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$10,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$34,336,106
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$26,092,873
Value of interest in pooled separate accounts at end of year2019-12-31$12,153,494
Value of interest in pooled separate accounts at beginning of year2019-12-31$9,141,344
Interest on participant loans2019-12-31$47,984
Interest earned on other investments2019-12-31$152,768
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$7,255,295
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$6,459,773
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,706,542
Net investment gain/loss from pooled separate accounts2019-12-31$2,673,432
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$861,940
Employer contributions (assets) at end of year2019-12-31$32,545
Employer contributions (assets) at beginning of year2019-12-31$1,797
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,940,354
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 hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
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
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31CALIBRE CPA GROUP PPLC
Accountancy firm EIN2019-12-31470900880
2018 : SEIU AFFILIATES' OFFICERS AND EMPLOYEES SUPPLEMENTAL RETIREMENT SAVINGS 401(K) PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$52,029
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$103,308
Total income from all sources (including contributions)2018-12-31$4,368,215
Total of all expenses incurred2018-12-31$4,394,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,131,276
Value of total corrective distributions2018-12-31$43,314
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,613,833
Value of total assets at end of year2018-12-31$42,706,519
Value of total assets at beginning of year2018-12-31$42,784,234
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$220,061
Total interest from all sources2018-12-31$167,357
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,094,719
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,094,719
Administrative expenses professional fees incurred2018-12-31$13,761
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
Contributions received from participants2018-12-31$4,492,173
Participant contributions at end of year2018-12-31$896,635
Participant contributions at beginning of year2018-12-31$923,558
Participant contributions at end of year2018-12-31$72,852
Participant contributions at beginning of year2018-12-31$71,107
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$360,880
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$40,382
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$31,267
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$43,314
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$56,854
Other income not declared elsewhere2018-12-31$124,435
Administrative expenses (other) incurred2018-12-31$196,300
Liabilities. Value of operating payables at end of year2018-12-31$8,715
Liabilities. Value of operating payables at beginning of year2018-12-31$46,454
Total non interest bearing cash at end of year2018-12-31$863
Total non interest bearing cash at beginning of year2018-12-31$5,082
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-26,436
Value of net assets at end of year (total assets less liabilities)2018-12-31$42,654,490
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$42,680,926
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
Investment advisory and management fees2018-12-31$10,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$26,092,873
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$25,602,820
Value of interest in pooled separate accounts at end of year2018-12-31$9,141,344
Value of interest in pooled separate accounts at beginning of year2018-12-31$10,012,673
Interest on participant loans2018-12-31$37,366
Interest earned on other investments2018-12-31$129,991
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$6,459,773
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$6,084,043
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,876,381
Net investment gain/loss from pooled separate accounts2018-12-31$-755,748
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$760,780
Employer contributions (assets) at end of year2018-12-31$1,797
Employer contributions (assets) at beginning of year2018-12-31$53,684
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,131,276
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 appraiser2018-12-31No
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 : SEIU AFFILIATES' OFFICERS AND EMPLOYEES SUPPLEMENTAL RETIREMENT SAVINGS 401(K) PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$103,308
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$124,714
Total income from all sources (including contributions)2017-12-31$10,521,642
Total of all expenses incurred2017-12-31$3,248,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,039,696
Value of total corrective distributions2017-12-31$56,854
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,801,403
Value of total assets at end of year2017-12-31$42,784,234
Value of total assets at beginning of year2017-12-31$35,532,457
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$151,909
Total interest from all sources2017-12-31$156,105
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$910,272
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$910,272
Administrative expenses professional fees incurred2017-12-31$23,744
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,706,457
Participant contributions at end of year2017-12-31$923,558
Participant contributions at beginning of year2017-12-31$834,724
Participant contributions at end of year2017-12-31$71,107
Participant contributions at beginning of year2017-12-31$34,977
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$562,357
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$31,267
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$31,280
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$56,854
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$65,226
Other income not declared elsewhere2017-12-31$112,893
Administrative expenses (other) incurred2017-12-31$115,665
Liabilities. Value of operating payables at end of year2017-12-31$46,454
Liabilities. Value of operating payables at beginning of year2017-12-31$59,488
Total non interest bearing cash at end of year2017-12-31$5,082
Total non interest bearing cash at beginning of year2017-12-31$1,921
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$7,273,183
Value of net assets at end of year (total assets less liabilities)2017-12-31$42,680,926
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$35,407,743
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
Investment advisory and management fees2017-12-31$12,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$25,602,820
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$20,351,699
Value of interest in pooled separate accounts at end of year2017-12-31$10,012,673
Value of interest in pooled separate accounts at beginning of year2017-12-31$8,016,897
Interest on participant loans2017-12-31$32,100
Interest earned on other investments2017-12-31$124,005
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$6,084,043
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$6,260,774
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,781,585
Net investment gain/loss from pooled separate accounts2017-12-31$1,759,384
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$532,589
Employer contributions (assets) at end of year2017-12-31$53,684
Employer contributions (assets) at beginning of year2017-12-31$185
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,039,696
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 appraiser2017-12-31No
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 : SEIU AFFILIATES' OFFICERS AND EMPLOYEES SUPPLEMENTAL RETIREMENT SAVINGS 401(K) PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$124,714
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$110,946
Total income from all sources (including contributions)2016-12-31$6,151,662
Total of all expenses incurred2016-12-31$2,955,668
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,703,693
Value of total corrective distributions2016-12-31$65,226
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,882,020
Value of total assets at end of year2016-12-31$35,532,457
Value of total assets at beginning of year2016-12-31$32,322,695
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$186,749
Total interest from all sources2016-12-31$141,633
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$901,991
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$901,991
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,243,387
Participant contributions at end of year2016-12-31$834,724
Participant contributions at beginning of year2016-12-31$694,185
Participant contributions at end of year2016-12-31$34,977
Participant contributions at beginning of year2016-12-31$62,660
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$165,944
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$31,280
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$29,647
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$65,226
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$59,400
Other income not declared elsewhere2016-12-31$92,209
Administrative expenses (other) incurred2016-12-31$179,249
Liabilities. Value of operating payables at end of year2016-12-31$59,488
Liabilities. Value of operating payables at beginning of year2016-12-31$51,546
Total non interest bearing cash at end of year2016-12-31$1,921
Total non interest bearing cash at beginning of year2016-12-31$20,952
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$3,195,994
Value of net assets at end of year (total assets less liabilities)2016-12-31$35,407,743
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$32,211,749
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
Investment advisory and management fees2016-12-31$7,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$20,351,699
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$18,445,039
Value of interest in pooled separate accounts at end of year2016-12-31$8,016,897
Value of interest in pooled separate accounts at beginning of year2016-12-31$7,465,400
Interest on participant loans2016-12-31$25,454
Interest earned on other investments2016-12-31$116,179
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$6,260,774
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$5,588,417
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$488,239
Net investment gain/loss from pooled separate accounts2016-12-31$645,570
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$472,689
Employer contributions (assets) at end of year2016-12-31$185
Employer contributions (assets) at beginning of year2016-12-31$16,395
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,703,693
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 appraiser2016-12-31No
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 : SEIU AFFILIATES' OFFICERS AND EMPLOYEES SUPPLEMENTAL RETIREMENT SAVINGS 401(K) PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$110,946
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$66,765
Total income from all sources (including contributions)2015-12-31$3,721,233
Total of all expenses incurred2015-12-31$3,621,832
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,371,925
Value of total corrective distributions2015-12-31$59,400
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,797,585
Value of total assets at end of year2015-12-31$32,322,695
Value of total assets at beginning of year2015-12-31$32,179,113
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$190,507
Total interest from all sources2015-12-31$133,747
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,515,966
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,515,966
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,009,260
Participant contributions at end of year2015-12-31$694,185
Participant contributions at beginning of year2015-12-31$651,152
Participant contributions at end of year2015-12-31$62,660
Participant contributions at beginning of year2015-12-31$40,778
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$269,422
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$29,647
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$33,534
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$59,400
Other income not declared elsewhere2015-12-31$74,295
Administrative expenses (other) incurred2015-12-31$181,674
Liabilities. Value of operating payables at end of year2015-12-31$51,546
Liabilities. Value of operating payables at beginning of year2015-12-31$66,765
Total non interest bearing cash at end of year2015-12-31$20,952
Total non interest bearing cash at beginning of year2015-12-31$20,806
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$99,401
Value of net assets at end of year (total assets less liabilities)2015-12-31$32,211,749
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$32,112,348
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
Investment advisory and management fees2015-12-31$8,833
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$18,445,039
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$18,827,969
Value of interest in pooled separate accounts at end of year2015-12-31$7,465,400
Value of interest in pooled separate accounts at beginning of year2015-12-31$7,023,967
Interest on participant loans2015-12-31$21,541
Interest earned on other investments2015-12-31$112,206
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$5,588,417
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$5,565,321
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,894,923
Net investment gain/loss from pooled separate accounts2015-12-31$94,563
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$518,903
Employer contributions (assets) at end of year2015-12-31$16,395
Employer contributions (assets) at beginning of year2015-12-31$15,586
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,371,925
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
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 appraiser2015-12-31No
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 : SEIU AFFILIATES' OFFICERS AND EMPLOYEES SUPPLEMENTAL RETIREMENT SAVINGS 401(K) PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$66,765
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$46,209
Total income from all sources (including contributions)2014-12-31$6,085,396
Total of all expenses incurred2014-12-31$2,415,192
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,253,328
Value of total corrective distributions2014-12-31$58,547
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,711,913
Value of total assets at end of year2014-12-31$32,179,113
Value of total assets at beginning of year2014-12-31$28,488,353
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$103,317
Total interest from all sources2014-12-31$377,002
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,858,649
Participant contributions at end of year2014-12-31$651,152
Participant contributions at beginning of year2014-12-31$631,033
Participant contributions at end of year2014-12-31$40,778
Participant contributions at beginning of year2014-12-31$61,758
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$378,234
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$33,534
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$216,886
Other income not declared elsewhere2014-12-31$74,514
Administrative expenses (other) incurred2014-12-31$103,317
Liabilities. Value of operating payables at end of year2014-12-31$66,765
Liabilities. Value of operating payables at beginning of year2014-12-31$46,209
Total non interest bearing cash at end of year2014-12-31$20,806
Total non interest bearing cash at beginning of year2014-12-31$-123,814
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$3,670,204
Value of net assets at end of year (total assets less liabilities)2014-12-31$32,112,348
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$28,442,144
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$18,827,969
Value of interest in pooled separate accounts at end of year2014-12-31$7,023,967
Value of interest in pooled separate accounts at beginning of year2014-12-31$23,098,240
Interest on participant loans2014-12-31$21,688
Interest earned on other investments2014-12-31$355,314
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$5,565,321
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$4,557,570
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$331,607
Net investment gain/loss from pooled separate accounts2014-12-31$1,590,360
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$475,030
Employer contributions (assets) at end of year2014-12-31$15,586
Employer contributions (assets) at beginning of year2014-12-31$46,680
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,253,328
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
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 appraiser2014-12-31No
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 EIN2014-12-31470900880
2013 : SEIU AFFILIATES' OFFICERS AND EMPLOYEES SUPPLEMENTAL RETIREMENT SAVINGS 401(K) PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$46,209
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$85,593
Total income from all sources (including contributions)2013-12-31$8,069,680
Total of all expenses incurred2013-12-31$1,746,026
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,549,539
Expenses. Certain deemed distributions of participant loans2013-12-31$17,733
Value of total corrective distributions2013-12-31$61,719
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,641,073
Value of total assets at end of year2013-12-31$28,488,353
Value of total assets at beginning of year2013-12-31$22,204,083
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$117,035
Total interest from all sources2013-12-31$154,018
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,524,238
Participant contributions at end of year2013-12-31$631,033
Participant contributions at beginning of year2013-12-31$586,300
Participant contributions at end of year2013-12-31$61,758
Participant contributions at beginning of year2013-12-31$73,376
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$550,278
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$216,886
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$20,903
Other income not declared elsewhere2013-12-31$219,272
Administrative expenses (other) incurred2013-12-31$107,374
Liabilities. Value of operating payables at end of year2013-12-31$46,209
Liabilities. Value of operating payables at beginning of year2013-12-31$85,593
Total non interest bearing cash at end of year2013-12-31$-123,814
Total non interest bearing cash at beginning of year2013-12-31$-351
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$6,323,654
Value of net assets at end of year (total assets less liabilities)2013-12-31$28,442,144
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$22,118,490
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$0
Value of interest in pooled separate accounts at end of year2013-12-31$23,098,240
Value of interest in pooled separate accounts at beginning of year2013-12-31$17,245,016
Interest on participant loans2013-12-31$19,127
Interest earned on other investments2013-12-31$134,891
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$4,557,570
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$4,246,007
Net investment gain/loss from pooled separate accounts2013-12-31$4,055,317
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$566,557
Employer contributions (assets) at end of year2013-12-31$46,680
Employer contributions (assets) at beginning of year2013-12-31$32,832
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,549,539
Contract administrator fees2013-12-31$9,661
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
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 appraiser2013-12-31No
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 EIN2013-12-31470900880
2012 : SEIU AFFILIATES' OFFICERS AND EMPLOYEES SUPPLEMENTAL RETIREMENT SAVINGS 401(K) PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$85,593
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$43,645
Total income from all sources (including contributions)2012-12-31$5,183,941
Total of all expenses incurred2012-12-31$1,405,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,255,214
Value of total corrective distributions2012-12-31$17,397
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,000,659
Value of total assets at end of year2012-12-31$22,204,083
Value of total assets at beginning of year2012-12-31$18,383,792
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$132,987
Total interest from all sources2012-12-31$135,893
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
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
Contributions received from participants2012-12-31$2,163,976
Participant contributions at end of year2012-12-31$586,300
Participant contributions at beginning of year2012-12-31$380,138
Participant contributions at end of year2012-12-31$73,376
Participant contributions at beginning of year2012-12-31$66,452
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$314,586
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$20,903
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$32,365
Other income not declared elsewhere2012-12-31$66,735
Administrative expenses (other) incurred2012-12-31$123,294
Liabilities. Value of operating payables at end of year2012-12-31$85,593
Liabilities. Value of operating payables at beginning of year2012-12-31$43,645
Total non interest bearing cash at end of year2012-12-31$-351
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$3,778,343
Value of net assets at end of year (total assets less liabilities)2012-12-31$22,118,490
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$18,340,147
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
Value of interest in pooled separate accounts at end of year2012-12-31$17,245,016
Value of interest in pooled separate accounts at beginning of year2012-12-31$14,083,662
Interest on participant loans2012-12-31$17,433
Interest earned on other investments2012-12-31$118,460
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,048
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,048
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$4,246,007
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$3,819,163
Net investment gain/loss from pooled separate accounts2012-12-31$1,980,654
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$522,097
Employer contributions (assets) at end of year2012-12-31$32,832
Employer contributions (assets) at beginning of year2012-12-31$964
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,255,214
Contract administrator fees2012-12-31$9,693
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
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 appraiser2012-12-31No
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 : SEIU AFFILIATES' OFFICERS AND EMPLOYEES SUPPLEMENTAL RETIREMENT SAVINGS 401(K) PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$43,645
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$7,002
Total income from all sources (including contributions)2011-12-31$2,950,540
Total of all expenses incurred2011-12-31$1,800,105
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,682,292
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$22,692
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,763,626
Value of total assets at end of year2011-12-31$18,383,792
Value of total assets at beginning of year2011-12-31$17,196,714
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$95,121
Total interest from all sources2011-12-31$129,269
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$0
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
Contributions received from participants2011-12-31$2,064,490
Participant contributions at end of year2011-12-31$380,138
Participant contributions at beginning of year2011-12-31$388,867
Participant contributions at end of year2011-12-31$66,452
Participant contributions at beginning of year2011-12-31$68,943
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$286,228
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$32,365
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$18,074
Other income not declared elsewhere2011-12-31$63,405
Administrative expenses (other) incurred2011-12-31$85,363
Liabilities. Value of operating payables at end of year2011-12-31$43,645
Liabilities. Value of operating payables at beginning of year2011-12-31$7,002
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$1,150,435
Value of net assets at end of year (total assets less liabilities)2011-12-31$18,340,147
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$17,189,712
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
Value of interest in pooled separate accounts at end of year2011-12-31$14,083,662
Value of interest in pooled separate accounts at beginning of year2011-12-31$12,833,979
Interest on participant loans2011-12-31$14,099
Interest earned on other investments2011-12-31$115,170
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,048
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$589
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$589
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$3,819,163
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$3,885,666
Net investment gain/loss from pooled separate accounts2011-12-31$-5,760
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$412,908
Employer contributions (assets) at end of year2011-12-31$964
Employer contributions (assets) at beginning of year2011-12-31$596
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,682,292
Contract administrator fees2011-12-31$9,758
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
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 appraiser2011-12-31No
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 : SEIU AFFILIATES' OFFICERS AND EMPLOYEES SUPPLEMENTAL RETIREMENT SAVINGS 401(K) PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$7,002
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$11,317
Total income from all sources (including contributions)2010-12-31$4,583,251
Total of all expenses incurred2010-12-31$1,523,897
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,388,538
Expenses. Certain deemed distributions of participant loans2010-12-31$1,486
Value of total corrective distributions2010-12-31$46,762
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,903,580
Value of total assets at end of year2010-12-31$17,196,714
Value of total assets at beginning of year2010-12-31$14,141,675
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$87,111
Total interest from all sources2010-12-31$122,966
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$16,988
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
Contributions received from participants2010-12-31$2,132,411
Participant contributions at end of year2010-12-31$388,867
Participant contributions at beginning of year2010-12-31$254,606
Participant contributions at end of year2010-12-31$68,943
Participant contributions at beginning of year2010-12-31$48,596
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$315,634
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$18,074
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$18,689
Other income not declared elsewhere2010-12-31$61,422
Administrative expenses (other) incurred2010-12-31$59,595
Liabilities. Value of operating payables at end of year2010-12-31$7,002
Liabilities. Value of operating payables at beginning of year2010-12-31$11,317
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$3,059,354
Value of net assets at end of year (total assets less liabilities)2010-12-31$17,189,712
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$14,130,358
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
Value of interest in pooled separate accounts at end of year2010-12-31$12,833,979
Value of interest in pooled separate accounts at beginning of year2010-12-31$10,176,992
Interest on participant loans2010-12-31$10,962
Interest earned on other investments2010-12-31$112,004
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$589
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$19,450
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$19,450
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$3,885,666
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$3,621,976
Net investment gain/loss from pooled separate accounts2010-12-31$1,495,283
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$455,535
Employer contributions (assets) at end of year2010-12-31$596
Employer contributions (assets) at beginning of year2010-12-31$1,366
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,388,538
Contract administrator fees2010-12-31$10,528
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
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 appraiser2010-12-31No
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 SEIU AFFILIATES' OFFICERS AND EMPLOYEES SUPPLEMENTAL RETIREMENT SAVINGS 401(K) PLAN

2022: SEIU AFFILIATES' OFFICERS AND EMPLOYEES SUPPLEMENTAL RETIREMENT SAVINGS 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SEIU AFFILIATES' OFFICERS AND EMPLOYEES SUPPLEMENTAL RETIREMENT SAVINGS 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SEIU AFFILIATES' OFFICERS AND EMPLOYEES SUPPLEMENTAL RETIREMENT SAVINGS 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SEIU AFFILIATES' OFFICERS AND EMPLOYEES SUPPLEMENTAL RETIREMENT SAVINGS 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SEIU AFFILIATES' OFFICERS AND EMPLOYEES SUPPLEMENTAL RETIREMENT SAVINGS 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SEIU AFFILIATES' OFFICERS AND EMPLOYEES SUPPLEMENTAL RETIREMENT SAVINGS 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SEIU AFFILIATES' OFFICERS AND EMPLOYEES SUPPLEMENTAL RETIREMENT SAVINGS 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SEIU AFFILIATES' OFFICERS AND EMPLOYEES SUPPLEMENTAL RETIREMENT SAVINGS 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SEIU AFFILIATES' OFFICERS AND EMPLOYEES SUPPLEMENTAL RETIREMENT SAVINGS 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SEIU AFFILIATES' OFFICERS AND EMPLOYEES SUPPLEMENTAL RETIREMENT SAVINGS 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SEIU AFFILIATES' OFFICERS AND EMPLOYEES SUPPLEMENTAL RETIREMENT SAVINGS 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SEIU AFFILIATES' OFFICERS AND EMPLOYEES SUPPLEMENTAL RETIREMENT SAVINGS 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SEIU AFFILIATES' OFFICERS AND EMPLOYEES SUPPLEMENTAL RETIREMENT SAVINGS 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulitple employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SEIU AFFILIATES' OFFICERS AND EMPLOYEES SUPPLEMENTAL RETIREMENT SAVINGS 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074244
Policy instance 1
Insurance contract or identification number074244
Number of Individuals Covered1618
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074244
Policy instance 1
Insurance contract or identification number074244
Number of Individuals Covered1535
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074244
Policy instance 1
Insurance contract or identification number074244
Number of Individuals Covered1410
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074244
Policy instance 1
Insurance contract or identification number074244
Number of Individuals Covered1313
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074244
Policy instance 1
Insurance contract or identification number074244
Number of Individuals Covered1123
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074244
Policy instance 1
Insurance contract or identification number074244
Number of Individuals Covered1002
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074244
Policy instance 1
Insurance contract or identification number074244
Number of Individuals Covered906
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074244
Policy instance 1
Insurance contract or identification number074244
Number of Individuals Covered831
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberFL 51551
Policy instance 1
Insurance contract or identification numberFL 51551
Number of Individuals Covered874
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberFL 51551
Policy instance 1
Insurance contract or identification numberFL 51551
Number of Individuals Covered832
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberFL 51551-1
Policy instance 1
Insurance contract or identification numberFL 51551-1
Number of Individuals Covered795
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberFL 51551
Policy instance 1
Insurance contract or identification numberFL 51551
Number of Individuals Covered778
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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