Plan Snapshot
- Plan Sponsor: Board Of Trustees - Afl-Cio Mutual Benefit Plan
- Sponsor EIN: 842844698
- Sponsor Address: 1100 FIRST STREET, NE, WASHINGTON, DC, 20002
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 146,789
- Total Assets: $44.2M
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 | 146,789 | $44.2M | $0 | $0 |
| 2023 | 157,521 | $42.6M | $0 | $0 |
| 2022 | 170,073 | $39.5M | $0 | $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 |
|---|---|---|---|---|
| UNION PRIVILEGE | Other Service Provider | $251,392 | — | $251,392 |
| PNC BANK | Other Service Provider | $151,605 | — | $151,605 |
| DOYLE PRINTING & OFFSET CO. | Other Service Provider | $69,181 | — | $69,181 |
| UNION INSURANCE GROUP | Other Service Provider | $52,237 | — | $52,237 |
| MOUNT VERNON PRINTING CO | Other Service Provider | $42,958 | — | $42,958 |
| CALIBRE CPA GROUP, PLLC | Auditor | $39,000 | — | $39,000 |
| SLEVIN & HART P.C. | ERISA Attorney | $17,264 | — | $17,264 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CALIBRE CPA GROUP, PLLC — Auditor
- SLEVIN & HART P.C. — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $623,637
- Estimated Expense Ratio: 1.412% 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 | $730,403 | — | $251,392 | $50,000 | — |
| 2023 | $709,253 | — | $240,131 | $37,800 | — |
| 2022 | $655,657 | $137,678 | $223,267 | — | $52,798 |