Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
AMERICAN FEDERATION OF TEACHERS AFL-CIO
EIN 36-0725240civic & social organizationLatest filing 2024
Plans
7
Retirement
5
$248.8M assets
Welfare
2
$2.4M premiums
Participants
1,216
4440 ASH GROVE, SUITE A - SPRINGFIELD, IL 62711202-879-4400LinkedIn201-500 employeescivic & social organization
Retirement portfolio analytics
5 plans aggregated / $248.8M assets / 495 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $2.4M premiums / 346 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.4M
- Prescription drug$934K
- Health$632K
- Life$322K
- Short-term disability$256K
- Long-term disability$256K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
45%top
- LIFE INSURANCE COMPANY OF NORTH AMERICA45%
- KAISER FOUNDATION HEALTH PLAN INC26%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY13%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA11%
- METROPOLITAN LIFE INSURANCE COMPANY3%
- +3 more
Broker market share
Schedule A broker compensation
100%top
- HUB INTERNATIONAL MIDWEST LIMITED100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
AMERICAN FEDERATION OF TEACHERS MANAGEMENT RETIREMENT PLAN
401k
Assets$104.4M
Participants157
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
AMERICAN FEDERATION OF TEACHERS AFTSU ADMINISTRATIVE STAFF RETIREMENT PLAN AND TRUST
401k
Assets$95.8M
Participants194
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
AMERICAN FEDERATION OF TEACHERS OPEIU LOCAL 2 RETIREMENT PLAN AND TRUST
401k
Assets$32.6M
Participants88
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
AMERICAN FEDERATION OF TEACHERS AFTSU NATIONAL REPRESENTATIVE STAFF RETIREMENT PLAN AND TRUST
401k
Assets$15.9M
Participants52
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
AMERICAN FEDERATION OF TEACHERS APPRENTICE ORGANIZER 401(K) PLAN AND TRUST
401k
Assets$97K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
AMERICAN FEDERATION OF TEACHERS, AFL-CIO HEALTH AND WELFARE PLAN
Mixed - FEDERAL INSURANCE COMPANY
Premiums$2.4M
Covered lives346
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509
AMERICAN FEDERATION OF TEACHERS AFL-CIO VEBA HEALTH SAVINGS PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans5
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | AMERICAN FEDERATION OF TEACHERS MANAGEMENT RETIREMENT PLAN | 401k | $104.4M | 157 | 2024 | |
| 002 | AMERICAN FEDERATION OF TEACHERS AFTSU ADMINISTRATIVE STAFF RETIREMENT PLAN AND TRUST | 401k | $95.8M | 194 | 2024 | |
| 001 | AMERICAN FEDERATION OF TEACHERS OPEIU LOCAL 2 RETIREMENT PLAN AND TRUST | 401k | $32.6M | 88 | 2024 | |
| 003 | AMERICAN FEDERATION OF TEACHERS AFTSU NATIONAL REPRESENTATIVE STAFF RETIREMENT PLAN AND TRUST | 401k | $15.9M | 52 | 2024 | |
| 005 | AMERICAN FEDERATION OF TEACHERS APPRENTICE ORGANIZER 401(K) PLAN AND TRUST | 401k | $97K | 4 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | AMERICAN FEDERATION OF TEACHERS, AFL-CIO HEALTH AND WELFARE PLAN | Mixed | FEDERAL INSURANCE COMPANY | $2.4M | 346 | 2024 | |
| 509 | AMERICAN FEDERATION OF TEACHERS AFL-CIO VEBA HEALTH SAVINGS PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans