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 (2021) 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 2021

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

Other plans on this EIN

3 filings

#004Retirement-$98.4M assets #001Retirement-$31.8M assets #003Retirement-$14.6M assets

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$86.8M

-1.9% from 2020

Total participants

178

+1.7% from 2020

Average account balance

$487,680

-3.6% from 2020

Annual return

15.09%

-3.66 pp from 2020

Benchmarks

See 1,682 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort1,682 peers

Snapshot2021

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 BARNEY7+ years Filed as: MORGAN STANLEY Service code 19 · EIN 20-8764829	Securities Custodian	$50,393
CHARLES SCHWAB & CO., INC.7+ years Service code 27 · EIN 94-1737782	Advisory (Plan)	$901

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.

Expense breakdown

Schedule H Part II

Admin total

$377

$3 / participant

Other / not subdivided$377100.0%

% of EOY assets

0.000%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

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

$487,680

$63,768+664.8%

$98,483+395.2%

$79,391+514.3%

Participation rate

100.0%

69.9%+30.1pp

73.3%+26.7pp

70.7%+29.3pp

Annual return

15.09%

626.18%-611.1pp

1494.38%-1479.3pp

116.88%-101.8pp

Employer contribution / active EE

$27,045

$2,558+957.4%

$2,961+813.5%

$2,428+1014.0%

Participant deferral / active EE

$6,013

$3,305+81.9%

$4,276+40.6%

$4,046+48.6%

Admin fee / account holder

$516-99.6%

$5,953-100.0%

$627-99.7%

Provider

Service type

Compensation

MORGAN STANLEY SMITH BARNEY7+ years

Filed as: MORGAN STANLEY

Service code 19 · EIN 20-8764829

Securities Custodian

$50,393

CHARLES SCHWAB & CO., INC.7+ years

Service code 27 · EIN 94-1737782

Advisory (Plan)

$901

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

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

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

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion