Retirement plan

AMERICAN FEDERATION OF TEACHERS AFTSU NATIONAL REPRESENTATIVE STAFF RETIREMENT PLAN AND TRUST

Name: AMERICAN FEDERATION OF TEACHERS AFL-CIO - AMERICAN FEDERATION OF TEACHERS AFTSU NATIONAL REPRESENTATIVE STAFF RETIREMENT PLAN AND TRUST (2024) 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 AFTSU NATIONAL REPRESENTATIVE STAFF RETIREMENT PLAN AND TRUST, AMERICAN FEDERATION OF TEACHERS AFL-CIO

AMERICAN FEDERATION OF TEACHERS AFL-CIOEIN 36-0725240Plan #003PY 2024

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

Other plans on this EIN

4 filings

#004Retirement-$104.4M assets #002Retirement-$95.8M assets #001Retirement-$32.6M assets #005Retirement-$97K assets

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$15.9M

+18.5% from 2023

Total participants

0.0% from 2023

Average account balance

$306,730

+18.5% from 2023

Annual return

13.67%

-5.00 pp from 2023

Benchmarks

See 10,680 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort10,680 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$15.95M

Not enough data

1 years with asset history on file

Average account balance

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

$307K

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

$910K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$29K

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

+13.67%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4963

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

0 years with F_SCH_H allocation on file

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

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$258K

$8326 / participant

Other / not subdivided$258K100.0%

% of EOY assets

1.618%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$306,730

$58,241+426.7%

$81,780+275.1%

$80,911+279.1%

Participation rate

100.0%

63.4%+36.6pp

72.4%+27.6pp

67.6%+32.4pp

Annual return

13.67%

41.73%-28.1pp

776.27%-762.6pp

35.63%-22.0pp

Employer contribution / active EE

$22,943

$2,343+879.0%

$2,914+687.4%

$2,756+732.5%

Participant deferral / active EE

$6,416

$3,283+95.4%

$4,321+48.5%

$4,297+49.3%

Admin fee / account holder

$4,963

$4,973-0.2%

$7,384-32.8%

$6,935-28.4%

AMERICAN FEDERATION OF TEACHERS AFTSU NATIONAL REPRESENTATIVE STAFF RETIREMENT PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AMERICAN FEDERATION OF TEACHERS AFTSU NATIONAL REPRESENTATIVE 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