American Federation Of Teachers Afl-Cio Veba Health Savings Plan — 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 Afl-Cio Veba Health Savings Plan is a benefit plan reported by American Federation Of Teachers Afl-Cio under EIN 36-0725240 and plan number 509. The latest loaded filing year is 2023. The filing reports 367 participants and $1,991,751 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
- 509
- Plan type
- 2
- Location
- Springfield, IL
- Latest filing year
- 2023
- Participants
- 367
- End-of-year plan assets
- $1,991,751
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 367 | H | 20241015111801NAL0016215187001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,991,751
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,991,751
- Net assets (BOY)
- $1,781,631
Income & contributions
- Employer contributions
- $257,549
- Total contributions
- $257,549
- Total income / additions
- $440,761
Expenses & distributions
- Benefits paid
- $220,811
- Administrative expenses
- $9,830
- Total expenses
- $230,641
- Net increase / (decrease)
- $210,120
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.