2023 Form 5500 filing — Afl-Cio Deferred Compensation 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 20241015110059NAL0057119138003) for Afl-Cio Deferred Compensation Plan, reported by Trustee & Board Of Directors Of Afl-Cio Deferred Compensation Plan under EIN 52-1417400 and plan number 401. It reports 1,422 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015110059NAL0057119138003
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Trustee & Board Of Directors Of Afl-Cio Deferred Compensation Plan
- EIN
- 52-1417400
- Plan number
- 401
- Location
- Washington, DC
- Participants
- 1,422
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $145,355,740
- Net assets (EOY)
- $145,355,740
- Employer contributions
- $680,641
- Participant contributions
- $4,789,134
- Total income / additions
- $25,152,137
- Benefits paid
- $8,450,076
- Administrative expenses
- $238,670
- Total expenses
- $8,724,166
- Net increase / (decrease)
- $16,427,971
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Retirement Insurance An | NONE | $116,525 | $0 |
| Calibre Cpa Group, Pllc | NONE | $43,293 | not reported in the loaded dataset |
| Segal Consulting | NONE | $35,869 | not reported in the loaded dataset |
| Segal Advisors Inc. | NONE | $10,000 | not reported in the loaded dataset |
| Bredhoff & Kaiser, Pllc | SERVICES TO EMPLOYERS | $9,593 | not reported in the loaded dataset |