Aftra Retirement Plan — Form 5500 plan (Board Of Trustees, Aftra Retirement Plan)
Plain-English plan 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, Aftra Retirement Plan is a benefit plan reported by Board Of Trustees, Aftra Retirement Plan under EIN 13-6414972 and plan number 001. The latest loaded filing year is 2023. The filing reports 45,395 participants and $2,917,078,987 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Aftra Retirement Plan
- EIN
- 13-6414972
- Plan number
- 001
- Plan type
- 1
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 45,395
- End-of-year plan assets
- $2,917,078,987
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 45,395 | H, C | 20250915152922NAL0001277937001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,917,078,987
- Total liabilities (EOY)
- $21,391,802
- Net assets (EOY)
- $2,895,687,185
- Net assets (BOY)
- $2,731,164,697
Income & contributions
- Employer contributions
- $113,638,250
- Total contributions
- $113,638,250
- Total income / additions
- $428,420,954
Expenses & distributions
- Benefits paid
- $229,780,170
- Administrative expenses
- $34,118,296
- Total expenses
- $263,898,466
- Net increase / (decrease)
- $164,522,488
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mis Department | EMPLOYEES | $2,282,224 | not reported in the loaded dataset | 2023 |
| Contribution Services Department | EMPLOYEES | $1,411,079 | not reported in the loaded dataset | 2023 |
| I Squared Capital Advisors LLC | NONE | $1,400,217 | not reported in the loaded dataset | 2023 |
| J. P. Morgan Chase Bank | NONE | $1,344,870 | not reported in the loaded dataset | 2023 |
| Strategic Investors Fund | NONE | $432,622 | $894,280 | 2023 |
| Ifm Investors | NONE | $0 | $1,295,433 | 2023 |
| Artisan | NONE | $1,237,763 | not reported in the loaded dataset | 2023 |
| Constitution Capital Partners | NONE | $936,161 | not reported in the loaded dataset | 2023 |
| Executive Department | EMPLOYEES | $847,720 | not reported in the loaded dataset | 2023 |
| Human Resources Department | EMPLOYEES | $665,007 | not reported in the loaded dataset | 2023 |
| Accounting Department | EMPLOYEES | $563,636 | not reported in the loaded dataset | 2023 |
| Sag-Aftra Health Plan | NONE | $547,928 | not reported in the loaded dataset | 2023 |
| Torchlight | NONE | $130,312 | $375,000 | 2023 |
| Earnest Partners LLC | NONE | $495,012 | $2,948 | 2023 |
| Proskauer Rose Llp | NONE | $473,664 | not reported in the loaded dataset | 2023 |
| Rockpoint Real Estate | NONE | $465,552 | not reported in the loaded dataset | 2023 |
| Retirement Services Department | EMPLOYEES | $404,083 | not reported in the loaded dataset | 2023 |
| Withum Smith & Brown Pc | NONE | $380,771 | not reported in the loaded dataset | 2023 |
| Participant Services Department | EMPLOYEES | $376,911 | not reported in the loaded dataset | 2023 |
| Finance Department | EMPLOYEES | $375,019 | not reported in the loaded dataset | 2023 |
| Premier Graphics Inc | NONE | $363,774 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors Trust | NONE | $357,691 | $0 | 2023 |
| Benefits Department | EMPLOYEES | $349,577 | not reported in the loaded dataset | 2023 |
| Meketa | NONE | $349,099 | not reported in the loaded dataset | 2023 |
| Internal Audit Department | EMPLOYEES | $305,238 | not reported in the loaded dataset | 2023 |
| Central Services Department | EMPLOYEES | $229,936 | not reported in the loaded dataset | 2023 |
| Rice Hall James | NONE | $223,540 | not reported in the loaded dataset | 2023 |
| Cohen Weiss & Simon | NONE | $219,870 | not reported in the loaded dataset | 2023 |
| Bdo Usa Llp | NONE | $211,018 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services LLC | NONE | $156,907 | not reported in the loaded dataset | 2023 |
| Beeson Tayer & Bodine | NONE | $136,490 | not reported in the loaded dataset | 2023 |
| Oracle America | NONE | $127,974 | not reported in the loaded dataset | 2023 |
| Communications Department | EMPLOYEES | $121,650 | not reported in the loaded dataset | 2023 |
| Extent Telecom Solutions Inc | NONE | $99,805 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services | NONE | $0 | $93,207 | 2023 |
| E-Plus Technology | NONE | $83,796 | not reported in the loaded dataset | 2023 |
| Nigro, Karlin, Segal, Feldstein Llp | NONE | $74,741 | not reported in the loaded dataset | 2023 |
| Lumen Communication LLC | NONE | $68,096 | not reported in the loaded dataset | 2023 |
| Ab Data | NONE | $60,542 | not reported in the loaded dataset | 2023 |
| Winmill Software | NONE | $58,321 | not reported in the loaded dataset | 2023 |
| Access Corp | NONE | $51,567 | not reported in the loaded dataset | 2023 |
| Pitney Bowes | NONE | $47,825 | not reported in the loaded dataset | 2023 |
| Horizontek Inc | NONE | $46,250 | not reported in the loaded dataset | 2023 |
| Splunk Inc | NONE | $42,144 | not reported in the loaded dataset | 2023 |
| Sapir | NONE | $41,940 | not reported in the loaded dataset | 2023 |
| Hamilton Lane | NONE | $41,671 | not reported in the loaded dataset | 2023 |
| Konica Minolta | NONE | $35,431 | not reported in the loaded dataset | 2023 |
| Njevity Inc | NONE | $33,005 | not reported in the loaded dataset | 2023 |
| At&T Mobile | NONE | $32,183 | not reported in the loaded dataset | 2023 |
| Crayon Software Experts LLC | NONE | $31,696 | not reported in the loaded dataset | 2023 |
| Pro Coversions Corp | NONE | $29,802 | not reported in the loaded dataset | 2023 |
| Enghouse Interactive Inc | NONE | $29,520 | not reported in the loaded dataset | 2023 |
| Okta Inc | NONE | $28,703 | not reported in the loaded dataset | 2023 |
| Affirma Consulting | NONE | $20,800 | not reported in the loaded dataset | 2023 |
| Coverage One | NONE | $20,521 | not reported in the loaded dataset | 2023 |
| Zoho Corporation | NONE | $18,789 | not reported in the loaded dataset | 2023 |
| Empire Office Inc | NONE | $18,028 | not reported in the loaded dataset | 2023 |
| Lexis Nexis | NONE | $17,925 | not reported in the loaded dataset | 2023 |
| Matthew Kimbrough | TRUSTEE | $17,345 | not reported in the loaded dataset | 2023 |
| Lightpath Inc | NONE | $15,151 | not reported in the loaded dataset | 2023 |
| Linkedin Corporation | NONE | $14,439 | not reported in the loaded dataset | 2023 |
| Meridian It Inc | NONE | $14,377 | not reported in the loaded dataset | 2023 |
| Mathis Dunn | TRUSTEE | $14,052 | not reported in the loaded dataset | 2023 |
| Thomson Reuters | NONE | $13,668 | not reported in the loaded dataset | 2023 |
| Zoom | NONE | $13,261 | not reported in the loaded dataset | 2023 |
| Paylocity Coporation | NONE | $13,094 | not reported in the loaded dataset | 2023 |
| Hank Lachmund | TRUSTEE | $11,608 | not reported in the loaded dataset | 2023 |
| Usps | NONE | $11,251 | not reported in the loaded dataset | 2023 |
| Kristen Browde | TRUSTEE | $10,259 | not reported in the loaded dataset | 2023 |
| Cogent Communications LLC | NONE | $10,199 | not reported in the loaded dataset | 2023 |
| Box | NONE | $9,896 | not reported in the loaded dataset | 2023 |
| Zix Corporation | NONE | $9,739 | not reported in the loaded dataset | 2023 |
| Nccmp | NONE | $9,000 | not reported in the loaded dataset | 2023 |
| David Hartley-Margolin | TRUSTEE | $8,861 | not reported in the loaded dataset | 2023 |
| Microsoft Azure | NONE | $8,730 | not reported in the loaded dataset | 2023 |
| Ground Labs | NONE | $8,595 | not reported in the loaded dataset | 2023 |
| Denny Delk | TRUSTEE | $8,398 | not reported in the loaded dataset | 2023 |
| Marc Sandman | TRUSTEE | $7,865 | not reported in the loaded dataset | 2023 |
| Keith Gorham | TRUSTEE | $7,257 | not reported in the loaded dataset | 2023 |
| Kessler Topaz | NONE | $6,700 | not reported in the loaded dataset | 2023 |
| Amazon Capital Services Inc | NONE | $6,454 | not reported in the loaded dataset | 2023 |
| Emburse Inc | NONE | $6,389 | not reported in the loaded dataset | 2023 |
| Vates Sas | NONE | $6,000 | not reported in the loaded dataset | 2023 |
| Payscale | NONE | $5,882 | not reported in the loaded dataset | 2023 |
| Bts Usa | NONE | $5,838 | not reported in the loaded dataset | 2023 |
| Hummingbird International LLC | NONE | $5,412 | not reported in the loaded dataset | 2023 |
| Duo | NONE | $5,143 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Aftra Retirement Plan
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Mis Department — Schedule C compensation
- Contribution Services Department — Schedule C compensation
- I Squared Capital Advisors LLC — Schedule C compensation
- J. P. Morgan Chase Bank — Schedule C compensation
- Strategic Investors Fund — Schedule C compensation
- Ifm Investors — Schedule C compensation
- Artisan — Schedule C compensation
- Constitution Capital Partners — Schedule C compensation
- Executive Department — Schedule C compensation
- Human Resources Department — Schedule C compensation
- Accounting Department — Schedule C compensation
- Sag-Aftra Health Plan — Schedule C compensation
- Torchlight — Schedule C compensation
- Earnest Partners LLC — Schedule C compensation
- Proskauer Rose Llp — Schedule C compensation
- Rockpoint Real Estate — Schedule C compensation
- Retirement Services Department — Schedule C compensation
- Withum Smith & Brown Pc — Schedule C compensation
- Participant Services Department — Schedule C compensation
- Finance Department — Schedule C compensation
- Premier Graphics Inc — Schedule C compensation
- State Street Global Advisors Trust — Schedule C compensation
- Benefits Department — Schedule C compensation
- Meketa — Schedule C compensation
- Internal Audit Department — Schedule C compensation
- Central Services Department — Schedule C compensation
- Rice Hall James — Schedule C compensation
- Cohen Weiss & Simon — Schedule C compensation
- Bdo Usa Llp — Schedule C compensation
- Horizon Actuarial Services LLC — Schedule C compensation
- Beeson Tayer & Bodine — Schedule C compensation
- Oracle America — Schedule C compensation
- Communications Department — Schedule C compensation
- Extent Telecom Solutions Inc — Schedule C compensation
- Segal Select Insurance Services — Schedule C compensation
- E-Plus Technology — Schedule C compensation
- Nigro, Karlin, Segal, Feldstein Llp — Schedule C compensation
- Lumen Communication LLC — Schedule C compensation
- Ab Data — Schedule C compensation
- Winmill Software — Schedule C compensation
- Access Corp — Schedule C compensation
- Pitney Bowes — Schedule C compensation
- Horizontek Inc — Schedule C compensation
- Splunk Inc — Schedule C compensation
- Sapir — Schedule C compensation
- Hamilton Lane — Schedule C compensation
- Konica Minolta — Schedule C compensation
- Njevity Inc — Schedule C compensation
- At&T Mobile — Schedule C compensation
- Crayon Software Experts LLC — Schedule C compensation
- Pro Coversions Corp — Schedule C compensation
- Enghouse Interactive Inc — Schedule C compensation
- Okta Inc — Schedule C compensation
- Affirma Consulting — Schedule C compensation
- Coverage One — Schedule C compensation
- Zoho Corporation — Schedule C compensation
- Empire Office Inc — Schedule C compensation
- Lexis Nexis — Schedule C compensation
- Matthew Kimbrough — Schedule C compensation
- Lightpath Inc — Schedule C compensation
- Linkedin Corporation — Schedule C compensation
- Meridian It Inc — Schedule C compensation
- Mathis Dunn — Schedule C compensation
- Thomson Reuters — Schedule C compensation
- Zoom — Schedule C compensation
- Paylocity Coporation — Schedule C compensation
- Hank Lachmund — Schedule C compensation
- Usps — Schedule C compensation
- Kristen Browde — Schedule C compensation
- Cogent Communications LLC — Schedule C compensation
- Box — Schedule C compensation
- Zix Corporation — Schedule C compensation
- Nccmp — Schedule C compensation
- David Hartley-Margolin — Schedule C compensation
- Microsoft Azure — Schedule C compensation
- Ground Labs — Schedule C compensation
- Denny Delk — Schedule C compensation
- Marc Sandman — Schedule C compensation
- Keith Gorham — Schedule C compensation
- Kessler Topaz — Schedule C compensation
- Amazon Capital Services Inc — Schedule C compensation
- Emburse Inc — Schedule C compensation
- Vates Sas — Schedule C compensation
- Payscale — Schedule C compensation
- Bts Usa — Schedule C compensation
- Hummingbird International LLC — Schedule C compensation
- Duo — Schedule C compensation