# American Federation Of Teachers Afl-Cio Health &amp; Welfare Plan
Source: https://planprovider.pro/companies/american-federation-of-teachers-afl-cio-360725240-509

> American Federation Of Teachers Afl-Cio&#39;s Health &amp; Welfare plan: 271 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

## Similar Plans

- [Board Of Trustees Of The Amalgamated Transit Union](https://planprovider.pro/companies/board-of-trustees-of-the-amalgamated-transit-union-401k-plan) — 19,251 participants

- [Board Of Trustees, International Association Pension Plan](https://planprovider.pro/companies/board-of-trustees-international-association-pension-plan-plan) — 2,362 participants

- [Board Of Trustees Studio Mechanics Local 476 Annuity Fund](https://planprovider.pro/companies/board-of-trustees-studio-mechanics-local-476-annuity-fund-plan) — 1,445 participants

- [Board Of Trustees, National Allied Worke](https://planprovider.pro/companies/board-of-trustees-national-allied-worke-362241970-501) — 463 participants

- [Amalgamated Transit Union](https://planprovider.pro/companies/amalgamated-transit-union-401k-plan) — 197 participants

- [Board Of Trustees Plumbers Local 360 Pension Plan Supplemental](https://planprovider.pro/companies/board-of-trustees-plumbers-local-360-pension-plan-supplemental-plan) — 139 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/american-federation-of-teachers-afl-cio-360725240-509)

&copy; 2026 PlanProvider.Pro
