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 (2020) 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 2020

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

Other plans on this EIN

3 filings

#004Retirement-$108.4M assets #001Retirement-$35.4M assets #003Retirement-$14.4M assets

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$88.5M

+20.8% from 2019

Total participants

175

+4.8% from 2019

Average account balance

$505,836

+15.3% from 2019

Annual return

18.75%

-4.11 pp from 2019

Benchmarks

See 1,687 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort1,687 peers

Snapshot2020

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 2 by compensation

Provider	Service type	Compensation
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY Service code 19 · EIN 20-8764829	Securities Custodian	$42,339
CHARLES SCHWAB & CO., INC.6+ years Service code 27 · EIN 94-1737782	Advisory (Plan)	$36

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

$505,836

$66,124+665.0%

$90,461+459.2%

$73,497+588.2%

Participation rate

100.0%

69.7%+30.3pp

72.7%+27.3pp

70.7%+29.3pp

Annual return

18.75%

17.65%+1.1pp

1294.76%-1276.0pp

28.51%-9.8pp

Employer contribution / active EE

$25,353

$2,346+980.5%

$3,264+676.8%

$2,270+1016.8%

Participant deferral / active EE

$4,473

$3,039+47.2%

$3,964+12.8%

$3,740+19.6%

Admin fee / account holder

$396-100.0%

$5,617-100.0%

$513-100.0%

Provider

Service type

Compensation

MORGAN STANLEY SMITH BARNEY6+ years

Filed as: MORGAN STANLEY

Service code 19 · EIN 20-8764829

Securities Custodian

$42,339

CHARLES SCHWAB & CO., INC.6+ years

Service code 27 · EIN 94-1737782

Advisory (Plan)

$36

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