2023 Form 5500 filing — Afscme 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 20241015175254NAL0059030786001) for Afscme Employees Pension Plan, reported by American Federation Of State, County And Municipal Employees under EIN 53-0237789 and plan number 001. It reports 4,600 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015175254NAL0059030786001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- American Federation Of State, County And Municipal Employees
- EIN
- 53-0237789
- Plan number
- 001
- Location
- Washington, DC
- Participants
- 4,600
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,618,242,608
- Total liabilities (EOY)
- $1,500,470
- Net assets (EOY)
- $1,616,742,138
- Employer contributions
- $37,058,416
- Participant contributions
- $10,244,122
- Total income / additions
- $272,500,955
- Benefits paid
- $91,401,789
- Administrative expenses
- $6,383,006
- Total expenses
- $97,784,795
- Net increase / (decrease)
- $174,716,160
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newton Investment Management North | NONE | $1,070,961 | $0 |
| Mercer (Us) LLC | NONE | $920,225 | not reported in the loaded dataset |
| Afscme | RELATED LABOR UNION | $603,413 | not reported in the loaded dataset |
| Insight Investment | NONE | $444,746 | not reported in the loaded dataset |
| Richmond Capital Management, Inc | NONE | $372,539 | not reported in the loaded dataset |
| State Street Bank & Trust Company | NONE | $331,455 | not reported in the loaded dataset |
| Mercer Investment LLC | NONE | $104,170 | not reported in the loaded dataset |
| Nisa | NONE | $90,800 | not reported in the loaded dataset |
| Rhumbline Advisors | NONE | $64,456 | not reported in the loaded dataset |
| Withumsmith+Brown Pc | NONE | $45,300 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $35,339 | not reported in the loaded dataset |
| Bredhoff & Kaiser Pllc | NONE | $29,723 | not reported in the loaded dataset |
| Institutional Shareholders Services | NONE | $9,395 | not reported in the loaded dataset |