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AMERICAN FEDERATION OF TEACHERS - OREGON 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameAMERICAN FEDERATION OF TEACHERS - OREGON 401(K) RETIREMENT PLAN
Plan identification number 001

AMERICAN FEDERATION OF TEACHERS - OREGON 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 - OREGON, AFL-CIO has sponsored the creation of one or more 401k plans.

Company Name:AMERICAN FEDERATION OF TEACHERS - OREGON, AFL-CIO
Employer identification number (EIN):930611912
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 - OREGON 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012017-01-01
0012017-01-01
0012016-01-01DAVID RIVES2017-10-10
0012015-01-01DAVID RIVES2016-07-15
0012014-01-01DAVID RIVES2015-07-29
0012013-01-01DAVID RIVES2014-05-14
0012012-01-01DAVID RIVES2013-07-26

Financial Data on AMERICAN FEDERATION OF TEACHERS - OREGON 401(K) RETIREMENT PLAN

Measure Date Value
2025 : AMERICAN FEDERATION OF TEACHERS - OREGON 401(K) RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-290
Net assets as of the end of the plan year2025-09-292029
Total assets as of the beginning of the plan year2025-09-292021
Other income to plan in this plan year2025-09-298
Plan net income in this plan year2025-09-298
Net assets as of the end of the plan year2025-09-292029
Net assets as of the beginning of the plan year2025-09-292021
2024 : AMERICAN FEDERATION OF TEACHERS - OREGON 401(K) RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-1644669
Net assets as of the end of the plan year2024-10-162021
Total assets as of the beginning of the plan year2024-10-1644630
Other income to plan in this plan year2024-10-162060
Plan net income in this plan year2024-10-16-42609
Net assets as of the end of the plan year2024-10-162021
Net assets as of the beginning of the plan year2024-10-1644630
2022 : AMERICAN FEDERATION OF TEACHERS - OREGON 401(K) RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-05-100
Net assets as of the end of the plan year2022-05-10167567
Total assets as of the beginning of the plan year2022-05-10108185
Participant contributions to plan in this plan year2022-05-1019697
Value of participant loans at end of plan year2022-05-1019260
Other income to plan in this plan year2022-05-1039685
Plan net income in this plan year2022-05-1059382
Net assets as of the end of the plan year2022-05-10167567
Net assets as of the beginning of the plan year2022-05-10108185

Potentially related plans

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