Afl-Cio Staff Retirement Plan — Form 5500 plan (Afl-Cio Staff Retirement Plan Congress Of Industrial Organizations)
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 Staff Retirement Plan is a benefit plan reported by Afl-Cio Staff Retirement Plan Congress Of Industrial Organizations under EIN 53-0228172 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,246 participants and $713,346,030 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Afl-Cio Staff Retirement Plan Congress Of Industrial Organizations
- EIN
- 53-0228172
- Plan number
- 001
- Plan type
- 1
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 4,246
- End-of-year plan assets
- $713,346,030
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,246 | H, C | 20250414110430NAL0003260850002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $713,346,030
- Total liabilities (EOY)
- $1,013,693
- Net assets (EOY)
- $712,332,337
- Net assets (BOY)
- $676,191,362
Income & contributions
- Employer contributions
- $27,397,495
- Total contributions
- $27,397,495
- Total income / additions
- $93,620,260
Expenses & distributions
- Benefits paid
- $53,088,869
- Administrative expenses
- $4,390,416
- Total expenses
- $57,479,285
- Net increase / (decrease)
- $36,140,975
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Segal Group | NONE | $938,930 | not reported in the loaded dataset | 2023 |
| Ullico Investment Advisors Inc. | NONE | $671,506 | $0 | 2023 |
| Dana Investment Advisors, Inc | NONE | $311,731 | $0 | 2023 |
| Zenith American Solutions | NONE | $307,586 | not reported in the loaded dataset | 2023 |
| O'Donoghue & O'Donoghue | NONE | $130,475 | not reported in the loaded dataset | 2023 |
| Invesco Trust Company | NONE | $123,465 | $0 | 2023 |
| Calibre Cpa Group LLC | AUDITORS OF EMPLOYERS | $85,774 | not reported in the loaded dataset | 2023 |
| American Realty Advisors | NONE | $75,102 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank Of Chicago | NONE | $42,217 | $0 | 2023 |
| Bny Mellon | NONE | $21,598 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Afl-Cio Staff Retirement Plan Congress Of Industrial Organizations
- 2023 Form 5500 filing
- Form 5500 filings in DC
- 401(k) and benefit plan filings in Washington, DC
- The Segal Group — Schedule C compensation
- Ullico Investment Advisors Inc. — Schedule C compensation
- Dana Investment Advisors, Inc — Schedule C compensation
- Zenith American Solutions — Schedule C compensation
- O'Donoghue & O'Donoghue — Schedule C compensation
- Invesco Trust Company — Schedule C compensation
- Calibre Cpa Group LLC — Schedule C compensation
- American Realty Advisors — Schedule C compensation
- Amalgamated Bank Of Chicago — Schedule C compensation
- Bny Mellon — Schedule C compensation