Employer Payroll Review

NIPF Payroll Review

The Board of Trustees randomly selects participating Employers each year for a payroll review. This review will be to verify that your company’s contributions to the SEIU National Industry Pension Fund are in compliance with the requirements of the applicable Collective Bargaining Agreement.

NIPF Payroll Review Required Documents

The following documentation is needed to perform the payroll review for each year indicated on your request for documentation letter:

  • Payroll records indicating hours worked/paid, amounts paid and date paid
  • Documentation to verify job classification
  • Dates of Hire and Dates of Termination (if applicable)
  • IRS Quarterly Form 941 and IRS Annual Form 940
  • IRS Annual Forms W-2 and W-3
  • State Unemployment Forms and Withholding Remittances
  • Union Dues Remittance Reports to the Local

Please forward copies only of these documents, along with a copy of the Payroll Request letter, to:

SEIU National Industry Pension Fund
11 DuPont Circle, N.W.
Washington, D.C. 20036
Attn: Andre Joseph, Payroll Review Mgr. 

 

within 30 days of the date of your Payroll Request letter. Do not send original documents. The Fund cannot be responsible for original documents being returned to you.

Electronic Submission

Whenever possible, it is strongly recommended, you electronically submit documents to the Fund.  Also, if available payroll records should be imported into Excel before submitting.

The URL for the secure dropbox is http://bitdrop.seiu.org/. When you upload your documents, you’ll get a link for file you upload. You should repeat this as necessary for multiple files (Do not zip documents into one file), and when complete email all of the links to andre.joseph@seiufunds.org.  The links will look something like this: http://b.seiu.org/otDFsY.

Legal

We do understand that gathering and submitting these documents can be a burden, however, if it is determined that the number of participants in the Fund who are employed by your organization is less than 35 employees, you are required per the Collection Policy to submit all required documents. The Collection Policy provides for the Fund’s right to audit Employers and establish an audit program. Section 4(6) of the Policy states: “Employers with fewer than thirty-five (35) bargaining unit employees shall be required to send pertinent records to the Fund or make the records available to the auditor for inspection at a location in the Washington, D.C. Metropolitan area.”

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Health & Welfare Fund Payroll Review Required Documents

The following documentation is needed to perform the payroll review for each year indicated on your request for documentation letter:

  • Payroll records indicating hours worked/paid, amounts paid and date paid
  • Documentation to verify job classification
  • Dates of Hire and Dates of Termination (if applicable)
  • IRS Quarterly Form 941 and IRS Annual Form 940
  • IRS Annual Forms W-2 and W-3
  • State Unemployment Forms and Withholding Remittances
  • Union Dues Remittance Reports to Local

Please forward copies only of these documents, along with a copy of the Payroll Request letter, to

SEIU Health and Welfare Fund
11 DuPont Circle, N.W.
Washington, D.C. 20036
Attn: Andre Joseph, Payroll Review Mgr. 

 

within 30 days of the date of your Payroll Request letter. Do not send original documents. The Fund cannot be responsible for original documents being returned to you.

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Affiliates’ Officers and Employees Plan Payroll Review

The SEIU Benefit Fund has in place an auditing program to ensure participating employers are contributing properly.  Employers are reviewed on a four year cycle that coincides with the International’s convention cycle.

Affiliates’ Officers and Employees Plan Payroll Review Required Documents

The following documentation is needed to perform the payroll review for each year indicated on your request for documentation letter:

  •  Payroll Reports/Journals identifying regular wages from “other  compensation” that is included in total W-2 compensation
  •  IRS Annual Forms 940, W-3 and W-2s and IRS Quarterly Form 941s
  •  Completed Payroll Review Questionnaire (LINK)

The Fund is requesting that employers send the records necessary to perform the review to our office in Washington, DC.  This will eliminate having an auditor visit you and will save all parties involved a great deal of time and expense.

Please forward copies only of these documents, along with a copy of the Payroll Request letter, to

SEIU Affiliates’ Officers and Employees Pension Fund
11 DuPont Circle, N.W.
Washington, D.C. 20036
Attn: Andre Joseph, Payroll Review Mgr. 

 

within 30 days of the date of your Payroll Request letter. Do not send original documents. The Fund cannot be responsible for original documents being returned to you.

If you have any questions or additional time is required, please contact me Andre Joseph (202) 730-7522 or by e-mail at andre.joseph@seiufunds.org.

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