2023 Form 5500 filing — American Federation Of Government Employees Pension Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241003175407NAL0010279025001) for American Federation Of Government Employees Pension Plan, reported by American Federation Of Government Employees under EIN 53-0025740 and plan number 001. It reports 453 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003175407NAL0010279025001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American Federation Of Government Employees
- EIN
- 53-0025740
- Plan number
- 001
- Location
- Washington, DC
- Participants
- 453
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $169,447,234
- Total liabilities (EOY)
- $239,201
- Net assets (EOY)
- $169,208,033
- Total income / additions
- $22,782,444
- Benefits paid
- $7,454,501
- Administrative expenses
- $851,714
- Total expenses
- $8,306,215
- Net increase / (decrease)
- $14,476,229
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Marshfield Associates | NONE | $283,140 | not reported in the loaded dataset |
| Segall, Bryant & Hamill | NONE | $97,295 | $0 |
| Associated Administrators | NONE | $71,450 | not reported in the loaded dataset |
| Slevin & Hart, Pc | NONE | $48,989 | not reported in the loaded dataset |
| Standard Valuations | NONE | $42,100 | not reported in the loaded dataset |
| Asb Capital Management, LLC | NONE | $42,083 | $0 |
| Cheiron | not reported in the loaded dataset | $40,100 | not reported in the loaded dataset |
| Chartwell Investment Partners Inc | NONE | $33,016 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $16,162 | $0 |
| Chevy Chase Trust Company | NONE | $15,371 | $0 |
| Calibre Cpa Group Pllc | NONE | $14,600 | not reported in the loaded dataset |