Plan Snapshot
- Plan Sponsor: American Federation Of Teachers Afl-Cio
- Sponsor EIN: 360725240
- Sponsor Address: 4440 ASH GROVE, SPRINGFIELD, IL, 62711
- Plan Type: Health & Welfare
- Plan Number: 509
- Total Participants: 271
- Total Assets: $2.4M
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 | 271 | $2.4M | $478,272 | $0 |
| 2023 | 304 | $2.0M | $257,549 | $0 |
| 2022 | 226 | $1.8M | $91,971 | $0 |
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 |
|---|---|---|---|---|
| KERBER, ECK & BRAECKEL | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $10,219 | — | $10,219 | — | — |
| 2023 | $9,830 | — | $9,830 | — | — |
| 2022 | $7,712 | — | $7,712 | — | — |