Retirement plan

AMERICAN FEDERATION OF TEACHERS OPEIU LOCAL 2 RETIREMENT PLAN AND TRUST

Name: AMERICAN FEDERATION OF TEACHERS AFL-CIO - AMERICAN FEDERATION OF TEACHERS OPEIU LOCAL 2 RETIREMENT PLAN AND TRUST (2015) Form 5500
Creator: AMERICAN FEDERATION OF TEACHERS AFL-CIO
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AMERICAN FEDERATION OF TEACHERS OPEIU LOCAL 2 RETIREMENT PLAN AND TRUST, AMERICAN FEDERATION OF TEACHERS AFL-CIO

AMERICAN FEDERATION OF TEACHERS AFL-CIOEIN 36-0725240Plan #001PY 2015

555 NEW JERSEY AVE., NW - WASHINGTON, DC 200012079202-879-4470LinkedIn201-500 employeescivic & social organization

Other plans on this EIN

3 filings

#004Retirement-$75.7M assets #002Retirement-$47.0M assets #003Retirement-$10.6M assets

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$37.6M

No prior year

Total participants

118

No prior year

Average account balance

$318,334

No prior year

Annual return

-0.97%

No prior year

Benchmarks

See 6,735 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort6,735 peers

Snapshot2015

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$32.61M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$371K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.04M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+11.83%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$51

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 2 by compensation

Provider	Service type	Compensation
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632	Advisory (Plan)	$40,254
CHARLES SCHWAB & CO., INC.1+ years Service code 27 · EIN 94-1737782	Advisory (Plan)	$3,504

Plan features & details

Pension benefit codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: KERBER, ECK & BRAECKEL
Auditor EIN: 430352985
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$318,334

$45,152+605.0%

$73,836+331.1%

$59,633+433.8%

Participation rate

100.0%

64.0%+36.0pp

73.4%+26.6pp

68.7%+31.3pp

Annual return

-0.97%

27.40%-28.4pp

2268.06%-2269.0pp

2041.45%-2042.4pp

Employer contribution / active EE

$19,135

$1,901+906.4%

$2,787+586.5%

$2,203+768.7%

Participant deferral / active EE

$1,294

$2,573-49.7%

$3,583-63.9%

$3,192-59.5%

Admin fee / account holder

$3,515-100.0%

$4,882-100.0%

$4,297-100.0%

Provider

Service type

Compensation

MORGAN STANLEY SMITH BARNEY1+ years

Filed as: MORGAN STANLEY

Service code 27 · EIN 26-4310632

Advisory (Plan)

$40,254

CHARLES SCHWAB & CO., INC.1+ years

Service code 27 · EIN 94-1737782

Advisory (Plan)

$3,504

AMERICAN FEDERATION OF TEACHERS OPEIU LOCAL 2 RETIREMENT PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

AMERICAN FEDERATION OF TEACHERS OPEIU LOCAL 2 RETIREMENT PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion