CSU-AAUP, INC.
Plan context: INDEPENDENT CSU-AAUP STAFF UNION RETIREMENT PLAN
EIN 06-0942016 • New Britain, CT • 36 filings • 6 plans
Current Snapshot
Latest Year
2023
2023 Participants
6
2023 Assets
$731,024
2023 Contributions
$99,020
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2023 | 1 | 6 | $731,024 | $99,020 | $16,503iApproximate average salary by contribution assumption: employee only about $412,583 at 4% or $275,056 at 6%; with 50% employer match about $275,056 at 4% or $183,370 at 6%; with 100% employer match about $206,292 at 4% or $137,528 at 6%. |
| INDEPENDENT CSU-AAUP STAFF UNION RETIREMENT PLAN | - | 6 | $731,024 | $99,020 | $16,503iApproximate average salary by contribution assumption: employee only about $412,583 at 4% or $275,056 at 6%; with 50% employer match about $275,056 at 4% or $183,370 at 6%; with 100% employer match about $206,292 at 4% or $137,528 at 6%. |
| 2022 | 1 | 6 | $579,951 | $96,268 | $16,045iApproximate average salary by contribution assumption: employee only about $401,117 at 4% or $267,411 at 6%; with 50% employer match about $267,411 at 4% or $178,274 at 6%; with 100% employer match about $200,558 at 4% or $133,706 at 6%. |
| INDEPENDENT CSU-AAUP STAFF UNION RETIREMENT PLAN | - | 6 | $579,951 | $96,268 | $16,045iApproximate average salary by contribution assumption: employee only about $401,117 at 4% or $267,411 at 6%; with 50% employer match about $267,411 at 4% or $178,274 at 6%; with 100% employer match about $200,558 at 4% or $133,706 at 6%. |
| 2021 | 1 | 7 | $764,155 | $105,837 | $15,120iApproximate average salary by contribution assumption: employee only about $377,989 at 4% or $251,993 at 6%; with 50% employer match about $251,993 at 4% or $167,995 at 6%; with 100% employer match about $188,995 at 4% or $125,996 at 6%. |
| INDEPENDENT CSU-AAUP STAFF UNION RETIREMENT PLAN | - | 7 | $764,155 | $105,837 | $15,120iApproximate average salary by contribution assumption: employee only about $377,989 at 4% or $251,993 at 6%; with 50% employer match about $251,993 at 4% or $167,995 at 6%; with 100% employer match about $188,995 at 4% or $125,996 at 6%. |
| 2020 | 1 | 6 | $688,054 | $83,354 | $13,892iApproximate average salary by contribution assumption: employee only about $347,308 at 4% or $231,539 at 6%; with 50% employer match about $231,539 at 4% or $154,359 at 6%; with 100% employer match about $173,654 at 4% or $115,769 at 6%. |
| INDEPENDENT CSU-AAUP STAFF UNION RETIREMENT PLAN | - | 6 | $688,054 | $83,354 | $13,892iApproximate average salary by contribution assumption: employee only about $347,308 at 4% or $231,539 at 6%; with 50% employer match about $231,539 at 4% or $154,359 at 6%; with 100% employer match about $173,654 at 4% or $115,769 at 6%. |
| 2019 | 1 | 6 | $560,319 | $78,084 | $13,014iApproximate average salary by contribution assumption: employee only about $325,350 at 4% or $216,900 at 6%; with 50% employer match about $216,900 at 4% or $144,600 at 6%; with 100% employer match about $162,675 at 4% or $108,450 at 6%. |
| INDEPENDENT CSU-AAUP STAFF UNION RETIREMENT PLAN | - | 6 | $560,319 | $78,084 | $13,014iApproximate average salary by contribution assumption: employee only about $325,350 at 4% or $216,900 at 6%; with 50% employer match about $216,900 at 4% or $144,600 at 6%; with 100% employer match about $162,675 at 4% or $108,450 at 6%. |
| 2018 | 1 | 6 | $475,470 | $74,818 | $12,470iApproximate average salary by contribution assumption: employee only about $311,742 at 4% or $207,828 at 6%; with 50% employer match about $207,828 at 4% or $138,552 at 6%; with 100% employer match about $155,871 at 4% or $103,914 at 6%. |
| INDEPENDENT CSU-AAUP STAFF UNION RETIREMENT PLAN | - | 6 | $475,470 | $74,818 | $12,470iApproximate average salary by contribution assumption: employee only about $311,742 at 4% or $207,828 at 6%; with 50% employer match about $207,828 at 4% or $138,552 at 6%; with 100% employer match about $155,871 at 4% or $103,914 at 6%. |
| 2017 | 1 | 6 | $393,310 | $75,660 | $12,610iApproximate average salary by contribution assumption: employee only about $315,250 at 4% or $210,167 at 6%; with 50% employer match about $210,167 at 4% or $140,111 at 6%; with 100% employer match about $157,625 at 4% or $105,083 at 6%. |
| INDEPENDENT CSU-AAUP STAFF UNION RETIREMENT PLAN | - | 6 | $393,310 | $75,660 | $12,610iApproximate average salary by contribution assumption: employee only about $315,250 at 4% or $210,167 at 6%; with 50% employer match about $210,167 at 4% or $140,111 at 6%; with 100% employer match about $157,625 at 4% or $105,083 at 6%. |
| 2016 | 1 | 6 | $449,976 | $60,721 | $10,120iApproximate average salary by contribution assumption: employee only about $253,004 at 4% or $168,669 at 6%; with 50% employer match about $168,669 at 4% or $112,446 at 6%; with 100% employer match about $126,502 at 4% or $84,335 at 6%. |
| INDEPENDENT CSU-AAUP STAFF UNION RETIREMENT PLAN | - | 6 | $449,976 | $60,721 | $10,120iApproximate average salary by contribution assumption: employee only about $253,004 at 4% or $168,669 at 6%; with 50% employer match about $168,669 at 4% or $112,446 at 6%; with 100% employer match about $126,502 at 4% or $84,335 at 6%. |
| 2015 | 1 | 6 | $373,783 | $60,721 | $10,120iApproximate average salary by contribution assumption: employee only about $253,004 at 4% or $168,669 at 6%; with 50% employer match about $168,669 at 4% or $112,446 at 6%; with 100% employer match about $126,502 at 4% or $84,335 at 6%. |
| INDEPENDENT CSU-AAUP STAFF UNION RETIREMENT PLAN | - | 6 | $373,783 | $60,721 | $10,120iApproximate average salary by contribution assumption: employee only about $253,004 at 4% or $168,669 at 6%; with 50% employer match about $168,669 at 4% or $112,446 at 6%; with 100% employer match about $126,502 at 4% or $84,335 at 6%. |
| 2014 | 1 | 7 | $314,355 | $58,142 | $8,306iApproximate average salary by contribution assumption: employee only about $207,650 at 4% or $138,433 at 6%; with 50% employer match about $138,433 at 4% or $92,289 at 6%; with 100% employer match about $103,825 at 4% or $69,217 at 6%. |
| INDEPENDENT CSU-AAUP STAFF UNION RETIREMENT PLAN | - | 7 | $314,355 | $58,142 | $8,306iApproximate average salary by contribution assumption: employee only about $207,650 at 4% or $138,433 at 6%; with 50% employer match about $138,433 at 4% or $92,289 at 6%; with 100% employer match about $103,825 at 4% or $69,217 at 6%. |
| 2013 | 2 | 6 | $326,741 | $58,324 | $9,721iApproximate average salary by contribution assumption: employee only about $243,017 at 4% or $162,011 at 6%; with 50% employer match about $162,011 at 4% or $108,007 at 6%; with 100% employer match about $121,508 at 4% or $81,006 at 6%. |
| INDEPENDENT CSU-AAUP STAFF UNION RETIREMENT PLAN | - | 6 | $326,741 | $58,324 | $9,721iApproximate average salary by contribution assumption: employee only about $243,017 at 4% or $162,011 at 6%; with 50% employer match about $162,011 at 4% or $108,007 at 6%; with 100% employer match about $121,508 at 4% or $81,006 at 6%. |
| CSU-AAUP CAFETERIA PLAN | - | 6 | - | - | - |
| 2012 | 2 | 6 | $0 | $71,962 | $11,994iApproximate average salary by contribution assumption: employee only about $299,842 at 4% or $199,894 at 6%; with 50% employer match about $199,894 at 4% or $133,263 at 6%; with 100% employer match about $149,921 at 4% or $99,947 at 6%. |
| CSU-AAUP MONEY PURCHASE PLAN | - | 0 | $0 | $71,962 | - |
| CSU-AAUP CAFETERIA PLAN | - | 6 | - | - | - |
| 2011 | 2 | 6 | $1,045,484 | $70,551 | $11,759iApproximate average salary by contribution assumption: employee only about $293,963 at 4% or $195,975 at 6%; with 50% employer match about $195,975 at 4% or $130,650 at 6%; with 100% employer match about $146,981 at 4% or $97,988 at 6%. |
| CSU-AAUP MONEY PURCHASE PLAN | - | 6 | $1,045,484 | $70,551 | $11,759iApproximate average salary by contribution assumption: employee only about $293,963 at 4% or $195,975 at 6%; with 50% employer match about $195,975 at 4% or $130,650 at 6%; with 100% employer match about $146,981 at 4% or $97,988 at 6%. |
| CSU-AAUP CAFETERIA PLAN | - | 6 | - | - | - |
| 2010 | 2 | 6 | $972,256 | $68,497 | $11,416iApproximate average salary by contribution assumption: employee only about $285,404 at 4% or $190,269 at 6%; with 50% employer match about $190,269 at 4% or $126,846 at 6%; with 100% employer match about $142,702 at 4% or $95,135 at 6%. |
| CSU-AAUP MONEY PURCHASE PLAN | - | 6 | $972,256 | $68,497 | $11,416iApproximate average salary by contribution assumption: employee only about $285,404 at 4% or $190,269 at 6%; with 50% employer match about $190,269 at 4% or $126,846 at 6%; with 100% employer match about $142,702 at 4% or $95,135 at 6%. |
| CSU-AAUP CAFETERIA PLAN | - | 6 | - | - | - |
| 2009 | 2 | 6 | $886,549 | $65,304 | $10,884iApproximate average salary by contribution assumption: employee only about $272,100 at 4% or $181,400 at 6%; with 50% employer match about $181,400 at 4% or $120,933 at 6%; with 100% employer match about $136,050 at 4% or $90,700 at 6%. |
| CSUAAUP MONEY PURCHASE PLAN | - | 6 | $886,549 | $65,304 | $10,884iApproximate average salary by contribution assumption: employee only about $272,100 at 4% or $181,400 at 6%; with 50% employer match about $181,400 at 4% or $120,933 at 6%; with 100% employer match about $136,050 at 4% or $90,700 at 6%. |
| CSUAAUP CAFETERIA PLAN | - | 6 | - | - | - |
| 2008 | 2 | 6 | $807,304 | $62,262 | $10,377iApproximate average salary by contribution assumption: employee only about $259,425 at 4% or $172,950 at 6%; with 50% employer match about $172,950 at 4% or $115,300 at 6%; with 100% employer match about $129,713 at 4% or $86,475 at 6%. |
| CSU-AAUP MONEY PURCHASE PLAN | - | 6 | $807,304 | $62,262 | $10,377iApproximate average salary by contribution assumption: employee only about $259,425 at 4% or $172,950 at 6%; with 50% employer match about $172,950 at 4% or $115,300 at 6%; with 100% employer match about $129,713 at 4% or $86,475 at 6%. |
| CSU-AAUP CAFETERIA PLAN | - | 6 | - | - | - |
| 2007 | 2 | 6 | $0 | $0 | - |
| CSU-AAUP MONEY PURCHASE PLAN | - | 6 | - | - | - |
| CSU-AAUP CAFETERIA PLAN | - | 6 | - | - | - |
| 2006 | 2 | 5 | $654,526 | $50,642 | $10,128iApproximate average salary by contribution assumption: employee only about $253,210 at 4% or $168,807 at 6%; with 50% employer match about $168,807 at 4% or $112,538 at 6%; with 100% employer match about $126,605 at 4% or $84,403 at 6%. |
| CSU-AAUP MONEY PURCHASE PLAN | - | 5 | $654,526 | $50,642 | $10,128iApproximate average salary by contribution assumption: employee only about $253,210 at 4% or $168,807 at 6%; with 50% employer match about $168,807 at 4% or $112,538 at 6%; with 100% employer match about $126,605 at 4% or $84,403 at 6%. |
| CSU-AAUP CAFETERIA PLAN | - | 5 | - | - | - |
| 2005 | 2 | 4 | $565,828 | $42,934 | $10,734iApproximate average salary by contribution assumption: employee only about $268,338 at 4% or $178,892 at 6%; with 50% employer match about $178,892 at 4% or $119,261 at 6%; with 100% employer match about $134,169 at 4% or $89,446 at 6%. |
| CSU-AAUP MONEY PURCHASE PLAN | - | 4 | $565,828 | $42,934 | $10,734iApproximate average salary by contribution assumption: employee only about $268,338 at 4% or $178,892 at 6%; with 50% employer match about $178,892 at 4% or $119,261 at 6%; with 100% employer match about $134,169 at 4% or $89,446 at 6%. |
| CSU-AAUP CAFETERIA PLAN | - | 4 | - | - | - |
| 2004 | 2 | 4 | $504,191 | $37,676 | $9,419iApproximate average salary by contribution assumption: employee only about $235,475 at 4% or $156,983 at 6%; with 50% employer match about $156,983 at 4% or $104,656 at 6%; with 100% employer match about $117,738 at 4% or $78,492 at 6%. |
| CSU-AAUP INC MONEY PURCHASE PLAN | - | 4 | $504,191 | $37,676 | $9,419iApproximate average salary by contribution assumption: employee only about $235,475 at 4% or $156,983 at 6%; with 50% employer match about $156,983 at 4% or $104,656 at 6%; with 100% employer match about $117,738 at 4% or $78,492 at 6%. |
| CSU-AAUP CAFETERIA PLAN | - | 4 | - | - | - |
| 2003 | 2 | 4 | $448,899 | $35,090 | $8,773iApproximate average salary by contribution assumption: employee only about $219,313 at 4% or $146,208 at 6%; with 50% employer match about $146,208 at 4% or $97,472 at 6%; with 100% employer match about $109,656 at 4% or $73,104 at 6%. |
| CSU-AAUP INC MONEY PURCHASE PLAN | - | 4 | $448,899 | $35,090 | $8,773iApproximate average salary by contribution assumption: employee only about $219,313 at 4% or $146,208 at 6%; with 50% employer match about $146,208 at 4% or $97,472 at 6%; with 100% employer match about $109,656 at 4% or $73,104 at 6%. |
| CSU-AAUP CAFETERIA PLAN | - | 4 | - | - | - |
| 2002 | 2 | 4 | $0 | $0 | - |
| CSU-AAUP INC MONEY PURCHASE PLAN | - | 4 | - | - | - |
| CSU-AAUP CAFETERIA PLAN | - | 4 | - | - | - |
| 2001 | 1 | 4 | $0 | $0 | - |
| CSU-AAUP INC MONEY PURCHASE PLAN | - | 4 | - | - | - |
| 2000 | 1 | 4 | $340,620 | $30,593 | $7,648iApproximate average salary by contribution assumption: employee only about $191,206 at 4% or $127,471 at 6%; with 50% employer match about $127,471 at 4% or $84,981 at 6%; with 100% employer match about $95,603 at 4% or $63,735 at 6%. |
| CSU-AAUP INC MONEY PURCHASE PLAN | - | 4 | $340,620 | $30,593 | $7,648iApproximate average salary by contribution assumption: employee only about $191,206 at 4% or $127,471 at 6%; with 50% employer match about $127,471 at 4% or $84,981 at 6%; with 100% employer match about $95,603 at 4% or $63,735 at 6%. |