2023 Form 5500 filing — Aftra 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 20250915152922NAL0001277937001) for Aftra Retirement Plan, reported by Board Of Trustees, Aftra Retirement Plan under EIN 13-6414972 and plan number 001. It reports 45,395 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250915152922NAL0001277937001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Aftra Retirement Plan
- EIN
- 13-6414972
- Plan number
- 001
- Location
- New York, NY
- Participants
- 45,395
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,917,078,987
- Total liabilities (EOY)
- $21,391,802
- Net assets (EOY)
- $2,895,687,185
- Employer contributions
- $113,638,250
- Total income / additions
- $428,420,954
- Benefits paid
- $229,780,170
- Administrative expenses
- $34,118,296
- Total expenses
- $263,898,466
- Net increase / (decrease)
- $164,522,488
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mis Department | EMPLOYEES | $2,282,224 | not reported in the loaded dataset |
| Contribution Services Department | EMPLOYEES | $1,411,079 | not reported in the loaded dataset |
| I Squared Capital Advisors LLC | NONE | $1,400,217 | not reported in the loaded dataset |
| J. P. Morgan Chase Bank | NONE | $1,344,870 | not reported in the loaded dataset |
| Strategic Investors Fund | NONE | $432,622 | $894,280 |
| Ifm Investors | NONE | $0 | $1,295,433 |
| Artisan | NONE | $1,237,763 | not reported in the loaded dataset |
| Constitution Capital Partners | NONE | $936,161 | not reported in the loaded dataset |
| Executive Department | EMPLOYEES | $847,720 | not reported in the loaded dataset |
| Human Resources Department | EMPLOYEES | $665,007 | not reported in the loaded dataset |
| Accounting Department | EMPLOYEES | $563,636 | not reported in the loaded dataset |
| Sag-Aftra Health Plan | NONE | $547,928 | not reported in the loaded dataset |
| Torchlight | NONE | $130,312 | $375,000 |
| Earnest Partners LLC | NONE | $495,012 | $2,948 |
| Proskauer Rose Llp | NONE | $473,664 | not reported in the loaded dataset |
| Rockpoint Real Estate | NONE | $465,552 | not reported in the loaded dataset |
| Retirement Services Department | EMPLOYEES | $404,083 | not reported in the loaded dataset |
| Withum Smith & Brown Pc | NONE | $380,771 | not reported in the loaded dataset |
| Participant Services Department | EMPLOYEES | $376,911 | not reported in the loaded dataset |
| Finance Department | EMPLOYEES | $375,019 | not reported in the loaded dataset |
| Premier Graphics Inc | NONE | $363,774 | not reported in the loaded dataset |
| State Street Global Advisors Trust | NONE | $357,691 | $0 |
| Benefits Department | EMPLOYEES | $349,577 | not reported in the loaded dataset |
| Meketa | NONE | $349,099 | not reported in the loaded dataset |
| Internal Audit Department | EMPLOYEES | $305,238 | not reported in the loaded dataset |
| Central Services Department | EMPLOYEES | $229,936 | not reported in the loaded dataset |
| Rice Hall James | NONE | $223,540 | not reported in the loaded dataset |
| Cohen Weiss & Simon | NONE | $219,870 | not reported in the loaded dataset |
| Bdo Usa Llp | NONE | $211,018 | not reported in the loaded dataset |
| Horizon Actuarial Services LLC | NONE | $156,907 | not reported in the loaded dataset |
| Beeson Tayer & Bodine | NONE | $136,490 | not reported in the loaded dataset |
| Oracle America | NONE | $127,974 | not reported in the loaded dataset |
| Communications Department | EMPLOYEES | $121,650 | not reported in the loaded dataset |
| Extent Telecom Solutions Inc | NONE | $99,805 | not reported in the loaded dataset |
| Segal Select Insurance Services | NONE | $0 | $93,207 |
| E-Plus Technology | NONE | $83,796 | not reported in the loaded dataset |
| Nigro, Karlin, Segal, Feldstein Llp | NONE | $74,741 | not reported in the loaded dataset |
| Lumen Communication LLC | NONE | $68,096 | not reported in the loaded dataset |
| Ab Data | NONE | $60,542 | not reported in the loaded dataset |
| Winmill Software | NONE | $58,321 | not reported in the loaded dataset |
| Access Corp | NONE | $51,567 | not reported in the loaded dataset |
| Pitney Bowes | NONE | $47,825 | not reported in the loaded dataset |
| Horizontek Inc | NONE | $46,250 | not reported in the loaded dataset |
| Splunk Inc | NONE | $42,144 | not reported in the loaded dataset |
| Sapir | NONE | $41,940 | not reported in the loaded dataset |
| Hamilton Lane | NONE | $41,671 | not reported in the loaded dataset |
| Konica Minolta | NONE | $35,431 | not reported in the loaded dataset |
| Njevity Inc | NONE | $33,005 | not reported in the loaded dataset |
| At&T Mobile | NONE | $32,183 | not reported in the loaded dataset |
| Crayon Software Experts LLC | NONE | $31,696 | not reported in the loaded dataset |
| Pro Coversions Corp | NONE | $29,802 | not reported in the loaded dataset |
| Enghouse Interactive Inc | NONE | $29,520 | not reported in the loaded dataset |
| Okta Inc | NONE | $28,703 | not reported in the loaded dataset |
| Affirma Consulting | NONE | $20,800 | not reported in the loaded dataset |
| Coverage One | NONE | $20,521 | not reported in the loaded dataset |
| Zoho Corporation | NONE | $18,789 | not reported in the loaded dataset |
| Empire Office Inc | NONE | $18,028 | not reported in the loaded dataset |
| Lexis Nexis | NONE | $17,925 | not reported in the loaded dataset |
| Matthew Kimbrough | TRUSTEE | $17,345 | not reported in the loaded dataset |
| Lightpath Inc | NONE | $15,151 | not reported in the loaded dataset |
| Linkedin Corporation | NONE | $14,439 | not reported in the loaded dataset |
| Meridian It Inc | NONE | $14,377 | not reported in the loaded dataset |
| Mathis Dunn | TRUSTEE | $14,052 | not reported in the loaded dataset |
| Thomson Reuters | NONE | $13,668 | not reported in the loaded dataset |
| Zoom | NONE | $13,261 | not reported in the loaded dataset |
| Paylocity Coporation | NONE | $13,094 | not reported in the loaded dataset |
| Hank Lachmund | TRUSTEE | $11,608 | not reported in the loaded dataset |
| Usps | NONE | $11,251 | not reported in the loaded dataset |
| Kristen Browde | TRUSTEE | $10,259 | not reported in the loaded dataset |
| Cogent Communications LLC | NONE | $10,199 | not reported in the loaded dataset |
| Box | NONE | $9,896 | not reported in the loaded dataset |
| Zix Corporation | NONE | $9,739 | not reported in the loaded dataset |
| Nccmp | NONE | $9,000 | not reported in the loaded dataset |
| David Hartley-Margolin | TRUSTEE | $8,861 | not reported in the loaded dataset |
| Microsoft Azure | NONE | $8,730 | not reported in the loaded dataset |
| Ground Labs | NONE | $8,595 | not reported in the loaded dataset |
| Denny Delk | TRUSTEE | $8,398 | not reported in the loaded dataset |
| Marc Sandman | TRUSTEE | $7,865 | not reported in the loaded dataset |
| Keith Gorham | TRUSTEE | $7,257 | not reported in the loaded dataset |
| Kessler Topaz | NONE | $6,700 | not reported in the loaded dataset |
| Amazon Capital Services Inc | NONE | $6,454 | not reported in the loaded dataset |
| Emburse Inc | NONE | $6,389 | not reported in the loaded dataset |
| Vates Sas | NONE | $6,000 | not reported in the loaded dataset |
| Payscale | NONE | $5,882 | not reported in the loaded dataset |
| Bts Usa | NONE | $5,838 | not reported in the loaded dataset |
| Hummingbird International LLC | NONE | $5,412 | not reported in the loaded dataset |
| Duo | NONE | $5,143 | not reported in the loaded dataset |