S.E.I.U. National Industry Pension Fund
Taft-Hartley plan, based in Washington, District of Columbia, reporting $1.7B in assets, for 166,508 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Jonas Gudjonsson appears on S.E.I.U. National Industry Pension Fund's Schedule C as general consultant (plan year 2024 vs 2023).
7 more advisers and 6 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Relationship network
86 connected entities
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
Allocation policy
- Interest-bearing cash 0.7%
- Non-interest-bearing cash 0.0%
- Master trust investment accounts 98.2%
Consultants and advisers
- Jonas Gudjonsson General consultantthrough Dec 31, 2024 Form 5500
- Amalgamated Employees Benefits Ad Pension consultantthrough Dec 31, 2024 Form 5500
- Pension Benefit Information, LLC Pension consultantthrough Dec 31, 2024 Form 5500
+7 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Loop Capital Markets LLCplan years 2024
- National Investment Svcs of Amerplan years 2022
- State Street Global Advisorsplan years 2022
+8 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2024Consultant changedinferenceJonas Gudjonsson appears on S.E.I.U. National Industry Pension Fund's Schedule C as general consultant (plan year 2024 vs 2023)with Jonas Gudjonssonaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceCongress Asset Management no longer appears on S.E.I.U. National Industry Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Congress Asset Managementaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceAmalgamated Employees Benefits Ad appears on S.E.I.U. National Industry Pension Fund's Schedule C as pension consultant (plan year 2024 vs 2023)with Amalgamated Employees Benefits Adaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedLoop Capital Asset Management appears on S.E.I.U. National Industry Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Loop Capital Markets LLCaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferencePension Benefit Information, LLC appears on S.E.I.U. National Industry Pension Fund's Schedule C as pension consultant (plan year 2024 vs 2023)with Pension Benefit Information, LLCaskebsa.dol.gov
+6 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 166,508 | Not disclosed | Not disclosed | n/a | $1.7B | Not disclosed | $1.7B | Not disclosed |
| 2023 to Dec 31, 2023 | 160,813 | Not disclosed | Not disclosed | n/a | $1.6B | Not disclosed | $1.5B | Not disclosed |
| 2022 to Dec 31, 2022 | 164,980 | Not disclosed | Not disclosed | n/a | $1.4B | Not disclosed | $1.4B | Not disclosed |
- Bredhoff & Kaiser codes 29 50 $1.2M PY2024
- Pgim Real Estate codes 19 28 51 $765,693 PY2024
- Schultheis & Panettieri, LLP codes 10 50 $639,683 PY2024
+197 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Not yet on record: fund commitments.
Record history
- Manager relationship started2024-12-31source on record
- Consultant changed2024-12-31source on record
- Manager relationship ended2024-12-31source on record
+8 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+22 connections on the graph
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