Seiu Affiliates Officers and Employees Pension Plan
Taft-Hartley plan, based in Washington, District of Columbia, reporting $1.6B in assets, for 17,199 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Edelman Consulting LLC appears on Seiu Affiliates Officers and Employees Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023).
4 more advisers and 5 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.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Relationship network
26 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
- Non-interest-bearing cash 0.9%
- Master trust investment accounts 98.7%
Consultants and advisers
- Edelman Consulting LLC General consultantthrough Dec 31, 2024 Form 5500
- Segal Marco Advisors Investment adviser (plan)through Dec 31, 2022 Form 5500
- Gallagher Fiduciary Advisors Investment adviser (plan)through Dec 31, 2022 Form 5500
+4 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- Loop Capital Markets LLCplan years 2024
- National Investment Svcs of Amerplan years 2022
- State Street Global Advisorsplan years 2022
+9 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 changedinferenceEdelman Consulting LLC appears on Seiu Affiliates Officers and Employees Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)with Edelman Consulting LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceCongress Asset Management no longer appears on Seiu Affiliates Officers and Employees Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Congress Asset Managementaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedLoop Capital Asset Management appears on Seiu Affiliates Officers and Employees Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Loop Capital Markets LLCaskebsa.dol.gov
- Dec 31, 2024Assets changedSeiu Affiliates Officers and Employees Pension Plan total assets $1.5B -> $1.6B (+11.9%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedSeiu Affiliates Officers and Employees Pension Plan funded ratio 106.4% -> 103.9% (2023-01-01 to 2024-01-01)
+5 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 | 17,199 | Not disclosed | Not disclosed | n/a | $1.6B | Not disclosed | $1.6B | Not disclosed |
| 2023 to Dec 31, 2023 | 16,679 | Not disclosed | Not disclosed | n/a | $1.5B | Not disclosed | $1.4B | Not disclosed |
| 2022 to Dec 31, 2022 | 19,859 | Not disclosed | Not disclosed | n/a | $1.3B | Not disclosed | $1.3B | Not disclosed |
- Seiu National Industry Pension Plan codes 13 50 $1.3M PY2024
- Pgim Real Estate codes 28 51 $740,235 PY2024
- State Street Global Advisors codes 28 51 $252,355 PY2024
+65 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
- Consultant changed2024-12-31source on record
- Manager relationship started2024-12-31source on record
- Manager relationship ended2024-12-31source on record
+7 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
+20 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.