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3 more advisers

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Pension Plan for Employees of the Service Employee Int'l Union

Taft-Hartley plan· Washington, District of Columbia

Taft-Hartley plan, based in Washington, District of Columbia, reporting $371M in assets, for 4,614 participants.

Composed from this allocator's classification, location and filed figures.

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $371M
Funded ratio: 104.4%
Managers: 1

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Open searches Allocation policy Managers

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 31 Dec 2024, Loop Capital Asset Management appears on Pension Plan for Employees of the Service Employee Int'l Union's Schedule C as investment manager (plan year 2024 vs 2023).

3 more advisers

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Relationship network

22 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.

Reading the network

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.

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Size, funding, policy and commitments, with their basesTaft-Hartley planShow

Taft-Hartley plan

Assets

$371M

Total assets, Dec 31, 2024 reported

Funded

104.4%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

1 manager on Schedule C

Plan sponsor: Service Employees Intl Union

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 1.1%
Master trust investment accounts 98.7%

Consultants and advisers

6 firms

Marquette Associates Inc. Investment adviser (plan)through Dec 31, 2022 Form 5500
Gallagher Fiduciary Advisors Investment adviser (plan)through Dec 31, 2022 Form 5500
The Segal Co. (eastern States) Inc. Actuarythrough Dec 31, 2022 Form 5500

+3 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

No investment staff or executives have been read for this allocator yet.

Manager roster

11 managers on Schedule C

From Schedule C (investment management, code 28)

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.

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What changed

4 events

Dec 31, 2024Manager relationship started
Loop Capital Asset Management appears on Pension Plan for Employees of the Service Employee Int'l Union's Schedule C as investment manager (plan year 2024 vs 2023)
with Loop Capital Markets LLCaskebsa.dol.gov
Jan 1, 2024Funded status changed
Pension Plan for Employees of the Service Employee Int'l Union funded ratio 109.9% -> 104.4% (2023-01-01 to 2024-01-01)
askebsa.dol.gov
Dec 31, 2023Manager relationship endedinference
ASB Capital Management no longer appears on Pension Plan for Employees of the Service Employee Int'l Union's Schedule C as investment manager (plan year 2023 vs 2022)
with ASB Capital Management LLCaskebsa.dol.gov
Jan 1, 2023Assets changed
Pension Plan for Employees of the Service Employee Int'l Union plan assets $361M -> $310M (-14.1%, 2022-01-01 to 2023-01-01)
askebsa.dol.gov

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.

Size and funding

27 readings

Total assets

$371M Dec 31, 2024 reported Form 5500

$339M (2023-12) · $310M (2022-12)

Plan assets

$339M Jan 1, 2024 reported Form 5500

$310M (2023-01) · $361M (2022-01)

Net assets

$371M Dec 31, 2024 reported Form 5500

$339M (2023-12) · $310M (2022-12)

Funded ratio

104.4% Jan 1, 2024 reported Form 5500

109.9% (2023-01) · 111.8% (2022-01)

Participants

4,614 Jan 1, 2024 reported Form 5500

4,539 (2023-01) · 4,553 (2022-01)

Contributions

$11.5M Dec 31, 2024 reported Form 5500

$10.6M (2023-12) · $9.7M (2022-12)

Benefits paid

$18.7M Dec 31, 2024 reported Form 5500

$17.8M (2023-12) · $16.6M (2022-12)

Net investment income

$31.3M Dec 31, 2024 reported Form 5500

$29.5M (2023-12) · -$50.8M (2022-12)

Form 5500 filings

3 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2024 to Dec 31, 2024	4,614	Not disclosed	Not disclosed	n/a	$371M	Not disclosed	$366M	Not disclosed
2023 to Dec 31, 2023	4,539	Not disclosed	Not disclosed	n/a	$339M	Not disclosed	$335M	Not disclosed
2022 to Dec 31, 2022	4,553	Not disclosed	Not disclosed	n/a	$310M	Not disclosed	$304M	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

Seiu National Industry Pension Plan codes 13 $422,775 PY2024
Pgim Real Estate codes 19 28 51 $167,455 PY2024
The Segal Company codes 11 17 23 $152,464 PY2024

+56 more service providers

Every name, record and relationship behind this count, with the source on each.

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Provenance

Identifiers: EIN-PN 360852885-001

Cross-graph: no entry on another DFX graph

First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.

Not yet on record: fund commitments.

Record history

4 dated events on the change ledger, latest event first

Manager relationship started
2024-12-31source on record
Funded status changed
2024-01-01source on record
Manager relationship ended
2023-12-31source on record

+1 more change 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

+18 connections on the graph

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