2023 Form 5500 filing — Afl-Cio Staff Retirement 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 20250414110430NAL0003260850002) for Afl-Cio Staff Retirement Plan, reported by Afl-Cio Staff Retirement Plan Congress Of Industrial Organizations under EIN 53-0228172 and plan number 001. It reports 4,246 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414110430NAL0003260850002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Afl-Cio Staff Retirement Plan Congress Of Industrial Organizations
- EIN
- 53-0228172
- Plan number
- 001
- Location
- Washington, DC
- Participants
- 4,246
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $713,346,030
- Total liabilities (EOY)
- $1,013,693
- Net assets (EOY)
- $712,332,337
- Employer contributions
- $27,397,495
- Total income / additions
- $93,620,260
- Benefits paid
- $53,088,869
- Administrative expenses
- $4,390,416
- Total expenses
- $57,479,285
- Net increase / (decrease)
- $36,140,975
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Segal Group | NONE | $938,930 | not reported in the loaded dataset |
| Ullico Investment Advisors Inc. | NONE | $671,506 | $0 |
| Dana Investment Advisors, Inc | NONE | $311,731 | $0 |
| Zenith American Solutions | NONE | $307,586 | not reported in the loaded dataset |
| O'Donoghue & O'Donoghue | NONE | $130,475 | not reported in the loaded dataset |
| Invesco Trust Company | NONE | $123,465 | $0 |
| Calibre Cpa Group LLC | AUDITORS OF EMPLOYERS | $85,774 | not reported in the loaded dataset |
| American Realty Advisors | NONE | $75,102 | not reported in the loaded dataset |
| Amalgamated Bank Of Chicago | NONE | $42,217 | $0 |
| Bny Mellon | NONE | $21,598 | $0 |