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AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 401k Plan overview

Plan NameAMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST
Plan identification number 003

AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

AMERICAN FEDERATION OF TEACHERS, AFL-CIO has sponsored the creation of one or more 401k plans.

Company Name:AMERICAN FEDERATION OF TEACHERS, AFL-CIO
Employer identification number (EIN):360725240
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01RACHEL QUINN2023-10-15 RACHEL QUINN2023-10-15
0032021-01-01RACHEL QUINN2022-10-12
0032020-01-01RACHEL QUINN2021-10-07
0032019-01-01RACHEL QUINN2020-10-12 DANIEL MCNEIL2020-10-12
0032018-01-01RACHEL QUINN2019-10-10 DANIEL MCNEIL2019-10-10
0032017-01-01
0032016-01-01RACHEL QUINN
0032015-01-01RACHEL QUINN
0032014-01-01RACHEL QUINN
0032013-01-01AMERICAN FEDERATION OF TEACHERS
0032012-01-01RACHEL QUINN
0032011-01-01AMERICAN FEDERATION OF TEACHERS
0032010-07-01RACHEL QUINN
0032009-07-01RACHEL QUINN

Plan Statistics for 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
2022: AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-0148
Total number of active participants reported on line 7a of the Form 55002022-01-0127
Number of retired or separated participants receiving benefits2022-01-017
Number of other retired or separated participants entitled to future benefits2022-01-0116
Total of all active and inactive participants2022-01-0150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0150
Number of participants with account balances2022-01-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-0149
Total number of active participants reported on line 7a of the Form 55002021-01-0124
Number of retired or separated participants receiving benefits2021-01-016
Number of other retired or separated participants entitled to future benefits2021-01-0118
Total of all active and inactive participants2021-01-0148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0148
Number of participants with account balances2021-01-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-0151
Total number of active participants reported on line 7a of the Form 55002020-01-0129
Number of retired or separated participants receiving benefits2020-01-016
Number of other retired or separated participants entitled to future benefits2020-01-0114
Total of all active and inactive participants2020-01-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0149
Number of participants with account balances2020-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-0151
Total number of active participants reported on line 7a of the Form 55002019-01-0130
Number of retired or separated participants receiving benefits2019-01-018
Number of other retired or separated participants entitled to future benefits2019-01-0113
Total of all active and inactive participants2019-01-0151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0151
Number of participants with account balances2019-01-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-0153
Total number of active participants reported on line 7a of the Form 55002018-01-0136
Number of retired or separated participants receiving benefits2018-01-019
Number of other retired or separated participants entitled to future benefits2018-01-016
Total of all active and inactive participants2018-01-0151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0151
Number of participants with account balances2018-01-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-0152
Total number of active participants reported on line 7a of the Form 55002017-01-0139
Number of retired or separated participants receiving benefits2017-01-017
Number of other retired or separated participants entitled to future benefits2017-01-017
Total of all active and inactive participants2017-01-0153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0153
Number of participants with account balances2017-01-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-0149
Total number of active participants reported on line 7a of the Form 55002016-01-0137
Number of retired or separated participants receiving benefits2016-01-017
Number of other retired or separated participants entitled to future benefits2016-01-016
Total of all active and inactive participants2016-01-0150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-0151
Number of participants with account balances2016-01-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-0147
Total number of active participants reported on line 7a of the Form 55002015-01-0137
Number of retired or separated participants receiving benefits2015-01-017
Number of other retired or separated participants entitled to future benefits2015-01-015
Total of all active and inactive participants2015-01-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0149
Number of participants with account balances2015-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0145
Total number of active participants reported on line 7a of the Form 55002014-01-0136
Number of retired or separated participants receiving benefits2014-01-016
Number of other retired or separated participants entitled to future benefits2014-01-015
Total of all active and inactive participants2014-01-0147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0147
Number of participants with account balances2014-01-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0143
Total number of active participants reported on line 7a of the Form 55002013-01-0134
Number of retired or separated participants receiving benefits2013-01-015
Number of other retired or separated participants entitled to future benefits2013-01-016
Total of all active and inactive participants2013-01-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0145
Number of participants with account balances2013-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0146
Total number of active participants reported on line 7a of the Form 55002012-01-0133
Number of retired or separated participants receiving benefits2012-01-014
Number of other retired or separated participants entitled to future benefits2012-01-016
Total of all active and inactive participants2012-01-0143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0143
Number of participants with account balances2012-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0147
Total number of active participants reported on line 7a of the Form 55002011-01-0135
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-018
Total of all active and inactive participants2011-01-0146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0146
Number of participants with account balances2011-01-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-07-0146
Total number of active participants reported on line 7a of the Form 55002010-07-0138
Number of retired or separated participants receiving benefits2010-07-012
Number of other retired or separated participants entitled to future benefits2010-07-016
Total of all active and inactive participants2010-07-0146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-0146
Number of participants with account balances2010-07-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-010
2009: AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-07-0143
Total number of active participants reported on line 7a of the Form 55002009-07-0138
Number of retired or separated participants receiving benefits2009-07-011
Number of other retired or separated participants entitled to future benefits2009-07-016
Total of all active and inactive participants2009-07-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-0145
Number of participants with account balances2009-07-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST

Measure Date Value
2022 : AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2022 401k financial data
Transfers to/from the plan2022-12-31$-343,143
Total income from all sources2022-12-31$-1,628,173
Expenses. Total of all expenses incurred2022-12-31$611,467
Benefits paid (including direct rollovers)2022-12-31$611,467
Total plan assets at end of year2022-12-31$12,056,080
Total plan assets at beginning of year2022-12-31$14,638,863
Value of fidelity bond covering the plan2022-12-31$10,000,000
Total contributions received or receivable from participants2022-12-31$161,163
Other income received2022-12-31$-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 loans2022-12-31$173,701
Total contributions received or receivable from employer(s)2022-12-31$658,001
2021 : AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2021 401k financial data
Transfers to/from the plan2021-12-31$-60,226
Total income from all sources2021-12-31$3,026,477
Expenses. Total of all expenses incurred2021-12-31$2,713,076
Benefits paid (including direct rollovers)2021-12-31$2,712,852
Total plan assets at end of year2021-12-31$14,638,863
Total plan assets at beginning of year2021-12-31$14,385,688
Value of fidelity bond covering the plan2021-12-31$10,000,000
Total contributions received or receivable from participants2021-12-31$139,241
Expenses. Other expenses not covered elsewhere2021-12-31$224
Other income received2021-12-31$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 loans2021-12-31$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 securities2021-12-31$0
2020 : AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2020 401k financial data
Transfers to/from the plan2020-12-31$-296,620
Total income from all sources2020-12-31$2,681,701
Expenses. Total of all expenses incurred2020-12-31$1,557,324
Benefits paid (including direct rollovers)2020-12-31$1,511,652
Total plan assets at end of year2020-12-31$14,385,688
Total plan assets at beginning of year2020-12-31$13,557,931
Value of fidelity bond covering the plan2020-12-31$10,000,000
Total contributions received or receivable from participants2020-12-31$133,644
Contributions received from other sources (not participants or employers)2020-12-31$20,760
Other income received2020-12-31$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 loans2020-12-31$287,856
Total contributions received or receivable from employer(s)2020-12-31$764,869
Value of certain deemed distributions of participant loans2020-12-31$45,672
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2019 401k financial data
Transfers to/from the plan2019-12-31$-491,602
Total income from all sources2019-12-31$3,379,139
Expenses. Total of all expenses incurred2019-12-31$353,287
Benefits paid (including direct rollovers)2019-12-31$331,022
Total plan assets at end of year2019-12-31$13,557,931
Total plan assets at beginning of year2019-12-31$11,023,681
Value of fidelity bond covering the plan2019-12-31$10,000,000
Total contributions received or receivable from participants2019-12-31$135,225
Contributions received from other sources (not participants or employers)2019-12-31$40,836
Other income received2019-12-31$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 loans2019-12-31$342,953
Total contributions received or receivable from employer(s)2019-12-31$796,299
Value of certain deemed distributions of participant loans2019-12-31$22,265
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2018 401k financial data
Transfers to/from the plan2018-12-31$-163,356
Total income from all sources2018-12-31$544,183
Expenses. Total of all expenses incurred2018-12-31$1,537,307
Benefits paid (including direct rollovers)2018-12-31$1,537,307
Total plan assets at end of year2018-12-31$11,023,681
Total plan assets at beginning of year2018-12-31$12,180,161
Value of fidelity bond covering the plan2018-12-31$10,000,000
Total contributions received or receivable from participants2018-12-31$145,553
Other income received2018-12-31$-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 loans2018-12-31$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 securities2018-12-31$0
2017 : AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2017 401k financial data
Transfers to/from the plan2017-12-31$-211,521
Total income from all sources2017-12-31$3,129,355
Expenses. Total of all expenses incurred2017-12-31$3,237,871
Benefits paid (including direct rollovers)2017-12-31$3,237,871
Total plan assets at end of year2017-12-31$12,180,161
Total plan assets at beginning of year2017-12-31$12,500,198
Value of fidelity bond covering the plan2017-12-31$10,000,000
Total contributions received or receivable from participants2017-12-31$183,166
Contributions received from other sources (not participants or employers)2017-12-31$9,953
Other income received2017-12-31$2,021,983
Net income (gross income less expenses)2017-12-31$-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 loans2017-12-31$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 securities2017-12-31$0
2016 : AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2016 401k financial data
Total income from all sources2016-12-31$1,965,774
Expenses. Total of all expenses incurred2016-12-31$30,538
Benefits paid (including direct rollovers)2016-12-31$30,538
Total plan assets at end of year2016-12-31$12,500,198
Total plan assets at beginning of year2016-12-31$10,564,962
Value of fidelity bond covering the plan2016-12-31$10,000,000
Total contributions received or receivable from participants2016-12-31$173,418
Contributions received from other sources (not participants or employers)2016-12-31$8,910
Other income received2016-12-31$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 loans2016-12-31$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 securities2016-12-31$0
2015 : AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2015 401k financial data
Transfers to/from the plan2015-12-31$-59,480
Total income from all sources2015-12-31$1,067,731
Expenses. Total of all expenses incurred2015-12-31$1,497,122
Benefits paid (including direct rollovers)2015-12-31$1,497,122
Total plan assets at end of year2015-12-31$10,564,962
Total plan assets at beginning of year2015-12-31$11,053,833
Value of fidelity bond covering the plan2015-12-31$10,000,000
Total contributions received or receivable from participants2015-12-31$154,523
Other income received2015-12-31$12,701
Net income (gross income less expenses)2015-12-31$-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 loans2015-12-31$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 securities2015-12-31$0
2014 : AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2014 401k financial data
Transfers to/from the plan2014-12-31$-178,063
Total income from all sources2014-12-31$1,742,089
Expenses. Total of all expenses incurred2014-12-31$3,244,476
Benefits paid (including direct rollovers)2014-12-31$3,244,476
Total plan assets at end of year2014-12-31$11,053,833
Total plan assets at beginning of year2014-12-31$12,734,283
Value of fidelity bond covering the plan2014-12-31$5,000,000
Total contributions received or receivable from participants2014-12-31$131,717
Contributions received from other sources (not participants or employers)2014-12-31$22,694
Other income received2014-12-31$756,215
Net income (gross income less expenses)2014-12-31$-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 loans2014-12-31$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 securities2014-12-31$0
2013 : AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2013 401k financial data
Transfers to/from the plan2013-12-31$-868,002
Total income from all sources2013-12-31$2,929,611
Expenses. Total of all expenses incurred2013-12-31$388,943
Benefits paid (including direct rollovers)2013-12-31$388,943
Total plan assets at end of year2013-12-31$12,734,283
Total plan assets at beginning of year2013-12-31$11,061,617
Value of fidelity bond covering the plan2013-12-31$5,000,000
Total contributions received or receivable from participants2013-12-31$129,546
Other income received2013-12-31$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 loans2013-12-31$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 securities2013-12-31$0
2012 : AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2012 401k financial data
Transfers to/from the plan2012-12-31$-169,692
Total income from all sources2012-12-31$2,362,218
Expenses. Total of all expenses incurred2012-12-31$5,977,219
Benefits paid (including direct rollovers)2012-12-31$5,977,219
Total plan assets at end of year2012-12-31$11,061,617
Total plan assets at beginning of year2012-12-31$14,846,310
Value of fidelity bond covering the plan2012-12-31$5,000,000
Total contributions received or receivable from participants2012-12-31$93,633
Other income received2012-12-31$1,460,478
Net income (gross income less expenses)2012-12-31$-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 loans2012-12-31$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 securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-12-31$1,194,792
Expenses. Total of all expenses incurred2011-12-31$3,705,799
Benefits paid (including direct rollovers)2011-12-31$3,705,799
Total plan assets at end of year2011-12-31$14,846,310
Total plan assets at beginning of year2011-12-31$17,357,317
Value of fidelity bond covering the plan2011-12-31$5,000,000
Total contributions received or receivable from participants2011-12-31$64,983
Contributions received from other sources (not participants or employers)2011-12-31$115,754
Other income received2011-12-31$113,075
Net income (gross income less expenses)2011-12-31$-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 loans2011-12-31$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 securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2010 401k financial data
Transfers to/from the plan2010-12-31$-156,903
Total income from all sources2010-12-31$2,864,980
Expenses. Total of all expenses incurred2010-12-31$250,000
Benefits paid (including direct rollovers)2010-12-31$250,000
Total plan assets at end of year2010-12-31$17,357,317
Total plan assets at beginning of year2010-12-31$14,899,240
Value of fidelity bond covering the plan2010-12-31$5,000,000
Total contributions received or receivable from participants2010-12-31$24,982
Other income received2010-12-31$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 loans2010-12-31$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 securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$453,605
Amount contributed by the employer to the plan for this plan year2010-12-31$453,605
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0
Funding deficiency by the employer to the plan for this plan year2010-06-30$0
Minimum employer required contribution for this plan year2010-06-30$904,656
Amount contributed by the employer to the plan for this plan year2010-06-30$904,656

Form 5500 Responses for AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST

2022: AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2010-07-01Plan is a collectively bargained planYes
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: AMERICAN FEDERATION OF TEACHERS UNION-FIELD STAFF RETIREMENT PLAN AND TRUST 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planYes
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

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