Afl-Cio Mutual Benefit Plan — Form 5500 plan (Board Of Trustees - Afl-Cio Mutual Benefit Plan)
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 Mutual Benefit Plan is a benefit plan reported by Board Of Trustees - Afl-Cio Mutual Benefit Plan under EIN 84-2844698 and plan number 501. The latest loaded filing year is 2023. The filing reports 170,073 participants and $42,617,776 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees - Afl-Cio Mutual Benefit Plan
- EIN
- 84-2844698
- Plan number
- 501
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 170,073
- End-of-year plan assets
- $42,617,776
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 170,073 | H, C | 20240815160331NAL0022846640001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $42,617,776
- Total liabilities (EOY)
- $832,867
- Net assets (EOY)
- $41,784,909
- Net assets (BOY)
- $39,129,190
Income & contributions
- Total income / additions
- $5,084,906
Expenses & distributions
- Benefits paid
- $1,719,934
- Administrative expenses
- $709,253
- Total expenses
- $2,429,187
- Net increase / (decrease)
- $2,655,719
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Union Privilege | NONE | $240,131 | not reported in the loaded dataset | 2023 |
| Pnc Bank | NONE | $135,521 | $0 | 2023 |
| Doyle Printing & Offset Co. | NONE | $82,641 | not reported in the loaded dataset | 2023 |
| Union Insurance Group | NONE | $48,943 | $0 | 2023 |
| Calibre Cpa Group, Pllc | NONE | $37,800 | not reported in the loaded dataset | 2023 |
| Mount Vernon Printing Co | NONE | $34,620 | not reported in the loaded dataset | 2023 |
| Slevin & Hart P.C. | NONE | $12,633 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees - Afl-Cio Mutual Benefit Plan
- 2023 Form 5500 filing
- Form 5500 filings in DC
- 401(k) and benefit plan filings in Washington, DC
- Union Privilege — Schedule C compensation
- Pnc Bank — Schedule C compensation
- Doyle Printing & Offset Co. — Schedule C compensation
- Union Insurance Group — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Mount Vernon Printing Co — Schedule C compensation
- Slevin & Hart P.C. — Schedule C compensation