Afscme Employees Pension Plan — Form 5500 plan (American Federation Of State, County And Municipal Employees)
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, Afscme Employees Pension Plan is a benefit plan reported by American Federation Of State, County And Municipal Employees under EIN 53-0237789 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,600 participants and $1,618,242,608 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Federation Of State, County And Municipal Employees
- EIN
- 53-0237789
- Plan number
- 001
- Plan type
- 3
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 4,600
- End-of-year plan assets
- $1,618,242,608
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,600 | H, C | 20241015175254NAL0059030786001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,618,242,608
- Total liabilities (EOY)
- $1,500,470
- Net assets (EOY)
- $1,616,742,138
- Net assets (BOY)
- $1,442,025,978
Income & contributions
- Employer contributions
- $37,058,416
- Participant contributions
- $10,244,122
- Total contributions
- $47,302,538
- Total income / additions
- $272,500,955
Expenses & distributions
- Benefits paid
- $91,401,789
- Administrative expenses
- $6,383,006
- Total expenses
- $97,784,795
- Net increase / (decrease)
- $174,716,160
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newton Investment Management North | NONE | $1,070,961 | $0 | 2023 |
| Mercer (Us) LLC | NONE | $920,225 | not reported in the loaded dataset | 2023 |
| Afscme | RELATED LABOR UNION | $603,413 | not reported in the loaded dataset | 2023 |
| Insight Investment | NONE | $444,746 | not reported in the loaded dataset | 2023 |
| Richmond Capital Management, Inc | NONE | $372,539 | not reported in the loaded dataset | 2023 |
| State Street Bank & Trust Company | NONE | $331,455 | not reported in the loaded dataset | 2023 |
| Mercer Investment LLC | NONE | $104,170 | not reported in the loaded dataset | 2023 |
| Nisa | NONE | $90,800 | not reported in the loaded dataset | 2023 |
| Rhumbline Advisors | NONE | $64,456 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown Pc | NONE | $45,300 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | NONE | $35,339 | not reported in the loaded dataset | 2023 |
| Bredhoff & Kaiser Pllc | NONE | $29,723 | not reported in the loaded dataset | 2023 |
| Institutional Shareholders Services | NONE | $9,395 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for American Federation Of State, County And Municipal Employees
- 2023 Form 5500 filing
- Form 5500 filings in DC
- 401(k) and benefit plan filings in Washington, DC
- Newton Investment Management North — Schedule C compensation
- Mercer (Us) LLC — Schedule C compensation
- Afscme — Schedule C compensation
- Insight Investment — Schedule C compensation
- Richmond Capital Management, Inc — Schedule C compensation
- State Street Bank & Trust Company — Schedule C compensation
- Mercer Investment LLC — Schedule C compensation
- Nisa — Schedule C compensation
- Rhumbline Advisors — Schedule C compensation
- Withumsmith+Brown Pc — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Bredhoff & Kaiser Pllc — Schedule C compensation
- Institutional Shareholders Services — Schedule C compensation