2023 Form 5500 filing — Aflac Incorporated Pension 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 20240912133846NAL0014222208001) for Aflac Incorporated Pension Plan, reported by Aflac Incorporated under EIN 58-1167100 and plan number 002. It reports 5,947 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240912133846NAL0014222208001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aflac Incorporated
- EIN
- 58-1167100
- Plan number
- 002
- Location
- Columbus, GA
- Participants
- 5,947
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $650,065,539
- Total liabilities (EOY)
- $103,165
- Net assets (EOY)
- $649,962,374
- Total income / additions
- $43,122,029
- Benefits paid
- $49,931,845
- Administrative expenses
- $2,012,372
- Total expenses
- $51,944,217
- Net increase / (decrease)
- -$8,822,188
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman, Inc | NONE | $952,445 | not reported in the loaded dataset |
| Fidelity Investments Instl Ops Co | NONE | $244,632 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | NONE | $244,383 | not reported in the loaded dataset |