AMERICAN FEDERATION OF TEACHERS, AFL-CIO has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST
401k plan membership statisitcs for AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST
Measure | Date | Value |
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2023: AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2023 401k membership |
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Total participants, beginning-of-year | 2023-01-01 | 50 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 29 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 15 |
Total of all active and inactive participants | 2023-01-01 | 52 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 52 |
Number of participants with account balances | 2023-01-01 | 52 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
2022: AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 48 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 27 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 16 |
Total of all active and inactive participants | 2022-01-01 | 50 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 50 |
Number of participants with account balances | 2022-01-01 | 50 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 1 |
2021: AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 49 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 24 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 18 |
Total of all active and inactive participants | 2021-01-01 | 48 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 48 |
Number of participants with account balances | 2021-01-01 | 48 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 51 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 29 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 14 |
Total of all active and inactive participants | 2020-01-01 | 49 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 49 |
Number of participants with account balances | 2020-01-01 | 49 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 1 |
2019: AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 51 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 30 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 13 |
Total of all active and inactive participants | 2019-01-01 | 51 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 51 |
Number of participants with account balances | 2019-01-01 | 51 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 53 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 36 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 9 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 6 |
Total of all active and inactive participants | 2018-01-01 | 51 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 51 |
Number of participants with account balances | 2018-01-01 | 51 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 52 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 39 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 7 |
Total of all active and inactive participants | 2017-01-01 | 53 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 53 |
Number of participants with account balances | 2017-01-01 | 53 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 2 |
2016: AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 49 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 37 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 6 |
Total of all active and inactive participants | 2016-01-01 | 50 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 1 |
Total participants | 2016-01-01 | 51 |
Number of participants with account balances | 2016-01-01 | 51 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 47 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 37 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 5 |
Total of all active and inactive participants | 2015-01-01 | 49 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 49 |
Number of participants with account balances | 2015-01-01 | 49 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 45 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 36 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 5 |
Total of all active and inactive participants | 2014-01-01 | 47 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 47 |
Number of participants with account balances | 2014-01-01 | 47 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
2013: AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 43 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 34 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 6 |
Total of all active and inactive participants | 2013-01-01 | 45 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 45 |
Number of participants with account balances | 2013-01-01 | 45 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1 |
2012: AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 46 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 33 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 6 |
Total of all active and inactive participants | 2012-01-01 | 43 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 43 |
Number of participants with account balances | 2012-01-01 | 43 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 47 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 35 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 8 |
Total of all active and inactive participants | 2011-01-01 | 46 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 46 |
Number of participants with account balances | 2011-01-01 | 46 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2010 401k membership |
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Total participants, beginning-of-year | 2010-07-01 | 46 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-07-01 | 38 |
Number of retired or separated participants receiving benefits | 2010-07-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2010-07-01 | 6 |
Total of all active and inactive participants | 2010-07-01 | 46 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-07-01 | 0 |
Total participants | 2010-07-01 | 46 |
Number of participants with account balances | 2010-07-01 | 46 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-07-01 | 0 |
2009: AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2009 401k membership |
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Total participants, beginning-of-year | 2009-07-01 | 43 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 38 |
Number of retired or separated participants receiving benefits | 2009-07-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 6 |
Total of all active and inactive participants | 2009-07-01 | 45 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-07-01 | 0 |
Total participants | 2009-07-01 | 45 |
Number of participants with account balances | 2009-07-01 | 45 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-07-01 | 0 |
Measure | Date | Value |
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2023 : AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2023 401k financial data |
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Transfers to/from the plan | 2023-12-31 | $-6,508 |
Total income from all sources | 2023-12-31 | $3,159,140 |
Expenses. Total of all expenses incurred | 2023-12-31 | $1,750,121 |
Benefits paid (including direct rollovers) | 2023-12-31 | $1,749,821 |
Total plan assets at end of year | 2023-12-31 | $13,458,591 |
Total plan assets at beginning of year | 2023-12-31 | $12,056,080 |
Value of fidelity bond covering the plan | 2023-12-31 | $10,000,000 |
Total contributions received or receivable from participants | 2023-12-31 | $198,208 |
Other income received | 2023-12-31 | $2,256,784 |
Net income (gross income less expenses) | 2023-12-31 | $1,409,019 |
Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $13,458,591 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $12,056,080 |
Assets. Value of participant loans | 2023-12-31 | $147,298 |
Total contributions received or receivable from employer(s) | 2023-12-31 | $704,148 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $300 |
2022 : AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2022 401k financial data |
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Transfers to/from the plan | 2022-12-31 | $-343,143 |
Total income from all sources | 2022-12-31 | $-1,628,173 |
Expenses. Total of all expenses incurred | 2022-12-31 | $611,467 |
Benefits paid (including direct rollovers) | 2022-12-31 | $611,467 |
Total plan assets at end of year | 2022-12-31 | $12,056,080 |
Total plan assets at beginning of year | 2022-12-31 | $14,638,863 |
Value of fidelity bond covering the plan | 2022-12-31 | $10,000,000 |
Total contributions received or receivable from participants | 2022-12-31 | $161,163 |
Other income received | 2022-12-31 | $-2,447,337 |
Net income (gross income less expenses) | 2022-12-31 | $-2,239,640 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $12,056,080 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $14,638,863 |
Assets. Value of participant loans | 2022-12-31 | $173,701 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $658,001 |
2021 : AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2021 401k financial data |
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Transfers to/from the plan | 2021-12-31 | $-60,226 |
Total income from all sources | 2021-12-31 | $3,026,477 |
Expenses. Total of all expenses incurred | 2021-12-31 | $2,713,076 |
Benefits paid (including direct rollovers) | 2021-12-31 | $2,712,852 |
Total plan assets at end of year | 2021-12-31 | $14,638,863 |
Total plan assets at beginning of year | 2021-12-31 | $14,385,688 |
Value of fidelity bond covering the plan | 2021-12-31 | $10,000,000 |
Total contributions received or receivable from participants | 2021-12-31 | $139,241 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $224 |
Other income received | 2021-12-31 | $2,179,225 |
Net income (gross income less expenses) | 2021-12-31 | $313,401 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $14,638,863 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $14,385,688 |
Assets. Value of participant loans | 2021-12-31 | $208,858 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $708,011 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
2020 : AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2020 401k financial data |
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Transfers to/from the plan | 2020-12-31 | $-296,620 |
Total income from all sources | 2020-12-31 | $2,681,701 |
Expenses. Total of all expenses incurred | 2020-12-31 | $1,557,324 |
Benefits paid (including direct rollovers) | 2020-12-31 | $1,511,652 |
Total plan assets at end of year | 2020-12-31 | $14,385,688 |
Total plan assets at beginning of year | 2020-12-31 | $13,557,931 |
Value of fidelity bond covering the plan | 2020-12-31 | $10,000,000 |
Total contributions received or receivable from participants | 2020-12-31 | $133,644 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $20,760 |
Other income received | 2020-12-31 | $1,762,428 |
Net income (gross income less expenses) | 2020-12-31 | $1,124,377 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $14,385,688 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $13,557,931 |
Assets. Value of participant loans | 2020-12-31 | $287,856 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $764,869 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $45,672 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2019 401k financial data |
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Transfers to/from the plan | 2019-12-31 | $-491,602 |
Total income from all sources | 2019-12-31 | $3,379,139 |
Expenses. Total of all expenses incurred | 2019-12-31 | $353,287 |
Benefits paid (including direct rollovers) | 2019-12-31 | $331,022 |
Total plan assets at end of year | 2019-12-31 | $13,557,931 |
Total plan assets at beginning of year | 2019-12-31 | $11,023,681 |
Value of fidelity bond covering the plan | 2019-12-31 | $10,000,000 |
Total contributions received or receivable from participants | 2019-12-31 | $135,225 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $40,836 |
Other income received | 2019-12-31 | $2,406,779 |
Net income (gross income less expenses) | 2019-12-31 | $3,025,852 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $13,557,931 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $11,023,681 |
Assets. Value of participant loans | 2019-12-31 | $342,953 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $796,299 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $22,265 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2018 401k financial data |
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Transfers to/from the plan | 2018-12-31 | $-163,356 |
Total income from all sources | 2018-12-31 | $544,183 |
Expenses. Total of all expenses incurred | 2018-12-31 | $1,537,307 |
Benefits paid (including direct rollovers) | 2018-12-31 | $1,537,307 |
Total plan assets at end of year | 2018-12-31 | $11,023,681 |
Total plan assets at beginning of year | 2018-12-31 | $12,180,161 |
Value of fidelity bond covering the plan | 2018-12-31 | $10,000,000 |
Total contributions received or receivable from participants | 2018-12-31 | $145,553 |
Other income received | 2018-12-31 | $-507,292 |
Net income (gross income less expenses) | 2018-12-31 | $-993,124 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $11,023,681 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $12,180,161 |
Assets. Value of participant loans | 2018-12-31 | $301,413 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $905,922 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2017 401k financial data |
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Transfers to/from the plan | 2017-12-31 | $-211,521 |
Total income from all sources | 2017-12-31 | $3,129,355 |
Expenses. Total of all expenses incurred | 2017-12-31 | $3,237,871 |
Benefits paid (including direct rollovers) | 2017-12-31 | $3,237,871 |
Total plan assets at end of year | 2017-12-31 | $12,180,161 |
Total plan assets at beginning of year | 2017-12-31 | $12,500,198 |
Value of fidelity bond covering the plan | 2017-12-31 | $10,000,000 |
Total contributions received or receivable from participants | 2017-12-31 | $183,166 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $9,953 |
Other income received | 2017-12-31 | $2,021,983 |
Net income (gross income less expenses) | 2017-12-31 | $-108,516 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $12,180,161 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $12,500,198 |
Assets. Value of participant loans | 2017-12-31 | $335,065 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $914,253 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $1,965,774 |
Expenses. Total of all expenses incurred | 2016-12-31 | $30,538 |
Benefits paid (including direct rollovers) | 2016-12-31 | $30,538 |
Total plan assets at end of year | 2016-12-31 | $12,500,198 |
Total plan assets at beginning of year | 2016-12-31 | $10,564,962 |
Value of fidelity bond covering the plan | 2016-12-31 | $10,000,000 |
Total contributions received or receivable from participants | 2016-12-31 | $173,418 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $8,910 |
Other income received | 2016-12-31 | $868,629 |
Net income (gross income less expenses) | 2016-12-31 | $1,935,236 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $12,500,198 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $10,564,962 |
Assets. Value of participant loans | 2016-12-31 | $241,579 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $914,817 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2015 401k financial data |
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Transfers to/from the plan | 2015-12-31 | $-59,480 |
Total income from all sources | 2015-12-31 | $1,067,731 |
Expenses. Total of all expenses incurred | 2015-12-31 | $1,497,122 |
Benefits paid (including direct rollovers) | 2015-12-31 | $1,497,122 |
Total plan assets at end of year | 2015-12-31 | $10,564,962 |
Total plan assets at beginning of year | 2015-12-31 | $11,053,833 |
Value of fidelity bond covering the plan | 2015-12-31 | $10,000,000 |
Total contributions received or receivable from participants | 2015-12-31 | $154,523 |
Other income received | 2015-12-31 | $12,701 |
Net income (gross income less expenses) | 2015-12-31 | $-429,391 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $10,564,962 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $11,053,833 |
Assets. Value of participant loans | 2015-12-31 | $262,338 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $900,507 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2014 401k financial data |
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Transfers to/from the plan | 2014-12-31 | $-178,063 |
Total income from all sources | 2014-12-31 | $1,742,089 |
Expenses. Total of all expenses incurred | 2014-12-31 | $3,244,476 |
Benefits paid (including direct rollovers) | 2014-12-31 | $3,244,476 |
Total plan assets at end of year | 2014-12-31 | $11,053,833 |
Total plan assets at beginning of year | 2014-12-31 | $12,734,283 |
Value of fidelity bond covering the plan | 2014-12-31 | $5,000,000 |
Total contributions received or receivable from participants | 2014-12-31 | $131,717 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $22,694 |
Other income received | 2014-12-31 | $756,215 |
Net income (gross income less expenses) | 2014-12-31 | $-1,502,387 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $11,053,833 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $12,734,283 |
Assets. Value of participant loans | 2014-12-31 | $219,152 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $831,463 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2013 401k financial data |
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Transfers to/from the plan | 2013-12-31 | $-868,002 |
Total income from all sources | 2013-12-31 | $2,929,611 |
Expenses. Total of all expenses incurred | 2013-12-31 | $388,943 |
Benefits paid (including direct rollovers) | 2013-12-31 | $388,943 |
Total plan assets at end of year | 2013-12-31 | $12,734,283 |
Total plan assets at beginning of year | 2013-12-31 | $11,061,617 |
Value of fidelity bond covering the plan | 2013-12-31 | $5,000,000 |
Total contributions received or receivable from participants | 2013-12-31 | $129,546 |
Other income received | 2013-12-31 | $1,997,335 |
Net income (gross income less expenses) | 2013-12-31 | $2,540,668 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $12,734,283 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $11,061,617 |
Assets. Value of participant loans | 2013-12-31 | $186,842 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $802,730 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2012 401k financial data |
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Transfers to/from the plan | 2012-12-31 | $-169,692 |
Total income from all sources | 2012-12-31 | $2,362,218 |
Expenses. Total of all expenses incurred | 2012-12-31 | $5,977,219 |
Benefits paid (including direct rollovers) | 2012-12-31 | $5,977,219 |
Total plan assets at end of year | 2012-12-31 | $11,061,617 |
Total plan assets at beginning of year | 2012-12-31 | $14,846,310 |
Value of fidelity bond covering the plan | 2012-12-31 | $5,000,000 |
Total contributions received or receivable from participants | 2012-12-31 | $93,633 |
Other income received | 2012-12-31 | $1,460,478 |
Net income (gross income less expenses) | 2012-12-31 | $-3,615,001 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $11,061,617 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $14,846,310 |
Assets. Value of participant loans | 2012-12-31 | $199,052 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $808,107 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
2011 : AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $1,194,792 |
Expenses. Total of all expenses incurred | 2011-12-31 | $3,705,799 |
Benefits paid (including direct rollovers) | 2011-12-31 | $3,705,799 |
Total plan assets at end of year | 2011-12-31 | $14,846,310 |
Total plan assets at beginning of year | 2011-12-31 | $17,357,317 |
Value of fidelity bond covering the plan | 2011-12-31 | $5,000,000 |
Total contributions received or receivable from participants | 2011-12-31 | $64,983 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $115,754 |
Other income received | 2011-12-31 | $113,075 |
Net income (gross income less expenses) | 2011-12-31 | $-2,511,007 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $14,846,310 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $17,357,317 |
Assets. Value of participant loans | 2011-12-31 | $295,722 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $900,980 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
2010 : AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2010 401k financial data |
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Transfers to/from the plan | 2010-12-31 | $-156,903 |
Total income from all sources | 2010-12-31 | $2,864,980 |
Expenses. Total of all expenses incurred | 2010-12-31 | $250,000 |
Benefits paid (including direct rollovers) | 2010-12-31 | $250,000 |
Total plan assets at end of year | 2010-12-31 | $17,357,317 |
Total plan assets at beginning of year | 2010-12-31 | $14,899,240 |
Value of fidelity bond covering the plan | 2010-12-31 | $5,000,000 |
Total contributions received or receivable from participants | 2010-12-31 | $24,982 |
Other income received | 2010-12-31 | $2,386,393 |
Net income (gross income less expenses) | 2010-12-31 | $2,614,980 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $17,357,317 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $14,899,240 |
Assets. Value of participant loans | 2010-12-31 | $266,326 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $453,605 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
Minimum employer required contribution for this plan year | 2010-12-31 | $453,605 |
Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $453,605 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-06-30 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2010-06-30 | $0 |
Minimum employer required contribution for this plan year | 2010-06-30 | $904,656 |
Amount contributed by the employer to the plan for this plan year | 2010-06-30 | $904,656 |
2023: AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2023 form 5500 responses |
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2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | Submission has been amended | No |
2023-01-01 | This submission is the final filing | No |
2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2023-01-01 | Plan is a collectively bargained plan | Yes |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | Yes |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | Yes |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | Yes |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2010 form 5500 responses |
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2010-07-01 | Type of plan entity | Single employer plan |
2010-07-01 | Submission has been amended | No |
2010-07-01 | This submission is the final filing | No |
2010-07-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2010-07-01 | Plan is a collectively bargained plan | Yes |
2010-07-01 | Plan funding arrangement – Insurance | Yes |
2010-07-01 | Plan funding arrangement – Trust | Yes |
2010-07-01 | Plan benefit arrangement – Insurance | Yes |
2010-07-01 | Plan benefit arrangement - Trust | Yes |
2009: AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2009 form 5500 responses |
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2009-07-01 | Type of plan entity | Single employer plan |
2009-07-01 | Submission has been amended | No |
2009-07-01 | This submission is the final filing | No |
2009-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-07-01 | Plan is a collectively bargained plan | Yes |
2009-07-01 | Plan funding arrangement – Insurance | Yes |
2009-07-01 | Plan funding arrangement – Trust | Yes |
2009-07-01 | Plan benefit arrangement – Insurance | Yes |
2009-07-01 | Plan benefit arrangement - Trust | Yes |