2023 Form 5500 filing — Afl-Cio Health & Welfare Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015154810NAL0016795555003) for Afl-Cio Health & Welfare Plan, reported by American Federation Of Labor And Congress Of Industrial Organizations under EIN 38-6847980 and plan number 501. It reports 1,891 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015154810NAL0016795555003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- American Federation Of Labor And Congress Of Industrial Organizations
- EIN
- 38-6847980
- Plan number
- 501
- Location
- Washington, DC
- Participants
- 1,891
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,517,533
- Total liabilities (EOY)
- $3,758,214
- Net assets (EOY)
- $24,759,319
- Employer contributions
- $39,080,871
- Participant contributions
- $176,961
- Total income / additions
- $43,966,762
- Benefits paid
- $41,498,326
- Administrative expenses
- $1,083,093
- Total expenses
- $42,581,419
- Net increase / (decrease)
- $1,385,343
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| United Healthcare Services Inc | CLAIMS PROCESSOR | $470,011 | not reported in the loaded dataset |
| The Segal Company | NONE | $448,577 | not reported in the loaded dataset |
| Umr | NONE | $242,478 | not reported in the loaded dataset |
| Calibre Cpa Group Pllc | NONE | $67,716 | not reported in the loaded dataset |
| Bredhoff & Kaiser | NONE | $40,900 | not reported in the loaded dataset |
| Print Graphics | NONE | $11,443 | not reported in the loaded dataset |
| Segal Advisors, Inc. | NONE | $5,000 | not reported in the loaded dataset |