American Federation Of Teachers Staff Union-Staff Retirement Plan And Trust — Form 5500 plan (American Federation Of Teachers Afl-Cio)

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, American Federation Of Teachers Staff Union-Staff Retirement Plan And Trust is a benefit plan reported by American Federation Of Teachers Afl-Cio under EIN 36-0725240 and plan number 002. The latest loaded filing year is 2023. The filing reports 187 participants and $85,033,177 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
American Federation Of Teachers Afl-Cio
EIN
36-0725240
Plan number
002
Plan type
2
Location
Springfield, IL
Latest filing year
2023
Participants
187
End-of-year plan assets
$85,033,177

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023187H20241015113307NAL0014497395001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$85,033,177
Total liabilities (EOY)
$0
Net assets (EOY)
$85,033,177
Net assets (BOY)
$73,029,915

Income & contributions

Employer contributions
$3,368,514
Participant contributions
$718,966
Total contributions
$4,087,480
Total income / additions
$17,645,906

Expenses & distributions

Benefits paid
$4,522,842
Administrative expenses
$214
Total expenses
$4,560,064
Net increase / (decrease)
$13,085,842

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages