2023 Form 5500 filing — Avivo 401k Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240819084953NAL0001466529001) for Avivo 401k Plan, reported by Avivo under EIN 41-0828779 and plan number 002. It reports 414 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240819084953NAL0001466529001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Avivo
- EIN
- 41-0828779
- Plan number
- 002
- Location
- Minneapolis, MN
- Participants
- 414
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,879,599
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,879,599
- Employer contributions
- $293,250
- Participant contributions
- $866,300
- Total income / additions
- $3,209,106
- Benefits paid
- $1,020,643
- Administrative expenses
- $67,608
- Total expenses
- $1,088,251
- Net increase / (decrease)
- $2,120,855
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $69,031 | $0 |
| Mma Securities LLC | INVESTMENT ADVISORY | $0 | $23,755 |
| Ascensus | CONTRACT ADMINISTRATOR | $4,491 | $5,488 |
| Morningstar Investment Mgmt LLC | INV ADV, PARTICIPANTS | $0 | $0 |