American Federation Of Government Employees Pension Plan — Form 5500 plan (American Federation Of Government Employees)

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 Government Employees Pension Plan is a benefit plan reported by American Federation Of Government Employees under EIN 53-0025740 and plan number 001. The latest loaded filing year is 2023. The filing reports 453 participants and $169,447,234 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
American Federation Of Government Employees
EIN
53-0025740
Plan number
001
Plan type
2
Location
Washington, DC
Latest filing year
2023
Participants
453
End-of-year plan assets
$169,447,234

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023453H, C20241003175407NAL0010279025001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$169,447,234
Total liabilities (EOY)
$239,201
Net assets (EOY)
$169,208,033
Net assets (BOY)
$154,731,804

Income & contributions

Total income / additions
$22,782,444

Expenses & distributions

Benefits paid
$7,454,501
Administrative expenses
$851,714
Total expenses
$8,306,215
Net increase / (decrease)
$14,476,229

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Marshfield AssociatesNONE$283,140not reported in the loaded dataset2023
Segall, Bryant & HamillNONE$97,295$02023
Associated AdministratorsNONE$71,450not reported in the loaded dataset2023
Slevin & Hart, PcNONE$48,989not reported in the loaded dataset2023
Standard ValuationsNONE$42,100not reported in the loaded dataset2023
Asb Capital Management, LLCNONE$42,083$02023
Cheironnot reported in the loaded dataset$40,100not reported in the loaded dataset2023
Chartwell Investment Partners IncNONE$33,016not reported in the loaded dataset2023
State Street Global AdvisorsNONE$16,162$02023
Chevy Chase Trust CompanyNONE$15,371$02023
Calibre Cpa Group PllcNONE$14,600not reported in the loaded dataset2023

Related Form 5500 pages