Retirement plan

AMERICAN FEDERATION OF TEACHERS STAFF UNION-OFFICE STAFF RETIREMENT PLAN AND TRUST

Name: AMERICAN FEDERATION OF TEACHERS AFL-CIO - AMERICAN FEDERATION OF TEACHERS STAFF UNION-OFFICE STAFF RETIREMENT PLAN AND TRUST (2018) 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 STAFF UNION-OFFICE STAFF RETIREMENT PLAN AND TRUST, AMERICAN FEDERATION OF TEACHERS AFL-CIO

AMERICAN FEDERATION OF TEACHERS AFL-CIOEIN 36-0725240Plan #002PY 2018

4440 ASH GROVE, SUITE A - SPRINGFIELD, IL 62711202-879-4400LinkedIn201-500 employeescivic & social organization

Other plans on this EIN

3 filings

#004Retirement-$82.3M assets #001Retirement-$33.3M assets #003Retirement-$11.0M assets

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$60.6M

-0.5% from 2017

Total participants

169

-1.2% from 2017

Average account balance

$360,600

+1.3% from 2017

Annual return

-5.87%

-23.77 pp from 2017

Benchmarks

See 1,738 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort1,738 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$95.78M

Not enough data

1 years with asset history on file

Average account balance

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

$494K

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.

194

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

$4.35M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$32K

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

+10.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 3 by compensation

Provider	Service type	Compensation
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY Service code 19 · EIN 20-8764829	Securities Custodian	$38,955
RESEARCH FINANCIAL STRATEGIES3 years Service code 27 · EIN 27-1964375	Advisory (Plan)	$2,099
CHARLES SCHWAB & CO., INC.4+ years Service code 27 · EIN 94-1737782	Advisory (Plan)	$1,544

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

$360,600

$44,873+703.6%

$79,467+353.8%

$56,289+540.6%

Participation rate

99.2%

68.7%+30.4pp

73.3%+25.8pp

69.9%+29.3pp

Annual return

-5.87%

0.81%-6.7pp

718.30%-724.2pp

-9.96%+4.1pp

Employer contribution / active EE

$25,570

$2,140+1094.9%

$2,800+813.1%

$2,111+1111.2%

Participant deferral / active EE

$5,589

$2,746+103.5%

$3,704+50.9%

$3,350+66.8%

Admin fee / account holder

$418-100.0%

$5,104-100.0%

$521-100.0%

Provider

Service type

Compensation

MORGAN STANLEY SMITH BARNEY4+ years

Filed as: MORGAN STANLEY

Service code 19 · EIN 20-8764829

Securities Custodian

$38,955

RESEARCH FINANCIAL STRATEGIES3 years

Service code 27 · EIN 27-1964375

Advisory (Plan)

$2,099

CHARLES SCHWAB & CO., INC.4+ years

Service code 27 · EIN 94-1737782

Advisory (Plan)

$1,544

AMERICAN FEDERATION OF TEACHERS STAFF UNION-OFFICE STAFF RETIREMENT PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

AMERICAN FEDERATION OF TEACHERS STAFF UNION-OFFICE STAFF 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