Afl-Cio Health & Welfare Plan — Form 5500 plan (American Federation Of Labor And 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 Health & Welfare Plan is a benefit plan reported by American Federation Of Labor And Congress Of Industrial Organizations under EIN 38-6847980 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,891 participants and $28,517,533 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Federation Of Labor And Congress Of Industrial Organizations
- EIN
- 38-6847980
- Plan number
- 501
- Plan type
- 1
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 1,891
- End-of-year plan assets
- $28,517,533
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,891 | H, C | 20241015154810NAL0016795555003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,517,533
- Total liabilities (EOY)
- $3,758,214
- Net assets (EOY)
- $24,759,319
- Net assets (BOY)
- $23,373,976
Income & contributions
- Employer contributions
- $39,080,871
- Participant contributions
- $176,961
- Total contributions
- $39,257,832
- Total income / additions
- $43,966,762
Expenses & distributions
- Benefits paid
- $41,498,326
- Administrative expenses
- $1,083,093
- Total expenses
- $42,581,419
- Net increase / (decrease)
- $1,385,343
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| United Healthcare Services Inc | CLAIMS PROCESSOR | $470,011 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $448,577 | not reported in the loaded dataset | 2023 |
| Umr | NONE | $242,478 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group Pllc | NONE | $67,716 | not reported in the loaded dataset | 2023 |
| Bredhoff & Kaiser | NONE | $40,900 | not reported in the loaded dataset | 2023 |
| Print Graphics | NONE | $11,443 | not reported in the loaded dataset | 2023 |
| Segal Advisors, Inc. | NONE | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for American Federation Of Labor And Congress Of Industrial Organizations
- 2023 Form 5500 filing
- Form 5500 filings in DC
- 401(k) and benefit plan filings in Washington, DC
- United Healthcare Services Inc — Schedule C compensation
- The Segal Company — Schedule C compensation
- Umr — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation
- Bredhoff & Kaiser — Schedule C compensation
- Print Graphics — Schedule C compensation
- Segal Advisors, Inc. — Schedule C compensation