Afl-Cio Deferred Compensation Plan — Form 5500 plan (Trustee & Board Of Directors Of Afl-Cio Deferred Compensation 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, Afl-Cio Deferred Compensation Plan is a benefit plan reported by Trustee & Board Of Directors Of Afl-Cio Deferred Compensation Plan under EIN 52-1417400 and plan number 401. The latest loaded filing year is 2023. The filing reports 1,422 participants and $145,355,740 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustee & Board Of Directors Of Afl-Cio Deferred Compensation Plan
- EIN
- 52-1417400
- Plan number
- 401
- Plan type
- 3
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 1,422
- End-of-year plan assets
- $145,355,740
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,422 | H, C | 20241015110059NAL0057119138003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $145,355,740
- Net assets (EOY)
- $145,355,740
- Net assets (BOY)
- $128,927,769
Income & contributions
- Employer contributions
- $680,641
- Participant contributions
- $4,789,134
- Total contributions
- $5,605,374
- Total income / additions
- $25,152,137
Expenses & distributions
- Benefits paid
- $8,450,076
- Administrative expenses
- $238,670
- Total expenses
- $8,724,166
- Net increase / (decrease)
- $16,427,971
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prudential Retirement Insurance An | NONE | $116,525 | $0 | 2023 |
| Calibre Cpa Group, Pllc | NONE | $43,293 | not reported in the loaded dataset | 2023 |
| Segal Consulting | NONE | $35,869 | not reported in the loaded dataset | 2023 |
| Segal Advisors Inc. | NONE | $10,000 | not reported in the loaded dataset | 2023 |
| Bredhoff & Kaiser, Pllc | SERVICES TO EMPLOYERS | $9,593 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustee & Board Of Directors Of Afl-Cio Deferred Compensation Plan
- 2023 Form 5500 filing
- Form 5500 filings in DC
- 401(k) and benefit plan filings in Washington, DC
- Prudential Retirement Insurance An — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Segal Consulting — Schedule C compensation
- Segal Advisors Inc. — Schedule C compensation
- Bredhoff & Kaiser, Pllc — Schedule C compensation