Plan Snapshot
- Plan Sponsor: American Federation Of Labor And Congress Of Industrial Organizations
- Sponsor EIN: 386847980
- Sponsor Address: 815 16TH STREET, NW, WASHINGTON, DC, 20006
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 995
- Total Assets: $29.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 995 | $29.5M | $43.2M | $178,392 |
| 2023 | 932 | $28.5M | $39.1M | $176,961 |
| 2022 | 923 | $27.0M | $38.6M | $127,328 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| UNITED HEALTHCARE SERVICES INC | Other Service Provider | $626,594 | — | $626,594 |
| THE SEGAL COMPANY | Other Service Provider | $436,346 | — | $436,346 |
| UMR | Other Service Provider | $250,495 | — | $250,495 |
| CALIBRE CPA GROUP PLLC | Auditor | $68,150 | — | $68,150 |
| BREDHOFF & KAISER | ERISA Attorney | $43,907 | — | $43,907 |
| PRINT GRAPHICS | Other Service Provider | $16,256 | — | $16,256 |
| SEGAL ADVISORS, INC. | Other Service Provider | $5,000 | — | $5,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CALIBRE CPA GROUP PLLC — Auditor
- BREDHOFF & KAISER — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,446,748
- Estimated Expense Ratio: 4.912% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $1,497,097 | $5,000 | $877,089 | $35,020 | — |
| 2023 | $1,083,093 | $5,000 | $462,489 | $67,716 | — |
| 2022 | $1,897,589 | $5,000 | $1,224,302 | — | $615,283 |