Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BOARD OF TRUSTEES, AFTRA RETIREMENT PLAN
EIN 13-6414972insuranceLatest filing 2025
Plans
3
Retirement
3
$3.08B assets
Welfare
0
Participants
45,561
1411 BROADWAY, 18TH FLOOR - NEW YORK, NY 10018818-954-9400aftraretirement.orgLinkedIn11-50 employeesinsurance
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $3.08B assets / 45,561 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
99%top
- SAG-AFTRA HEALTH PLAN99%
- (Not disclosed)1%
Participants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
AFTRA RETIREMENT PLAN
TraditionalDB
Assets$3.06B
Participants45,462
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
AFTRA RETIREMENT FUND 401(K) RETIREMENT PLAN
401k
Assets$17.4M
Participants80
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
AFTRA RETIREMENT FUND UNION STAFF 401(K) RETIREMENT PLAN
401k
Assets$969K
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | AFTRA RETIREMENT PLAN | TraditionalDB | $3.06B | 45,462 | 2025 | |
| 002 | AFTRA RETIREMENT FUND 401(K) RETIREMENT PLAN | 401k | $17.4M | 80 | 2024 | |
| 003 | AFTRA RETIREMENT FUND UNION STAFF 401(K) RETIREMENT PLAN | 401k | $969K | 19 | 2024 |
Retirement plans