American Federation Of Teachers Management Retirement Plan — Form 5500 plan (American Federation Of Teachers Afl-Cio)

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 Teachers Management Retirement Plan is a benefit plan reported by American Federation Of Teachers Afl-Cio under EIN 36-0725240 and plan number 004. The latest loaded filing year is 2023. The filing reports 154 participants and $90,330,653 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
American Federation Of Teachers Afl-Cio
EIN
36-0725240
Plan number
004
Plan type
2
Location
Springfield, IL
Latest filing year
2023
Participants
154
End-of-year plan assets
$90,330,653

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023154H20241015112651NAL0014485427001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$90,330,653
Total liabilities (EOY)
$0
Net assets (EOY)
$90,330,653
Net assets (BOY)
$75,404,077

Income & contributions

Employer contributions
$3,689,961
Participant contributions
$805,248
Total contributions
$4,513,809
Total income / additions
$17,625,663

Expenses & distributions

Benefits paid
$3,818,530
Administrative expenses
$266
Total expenses
$3,818,796
Net increase / (decrease)
$13,806,867

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages