2023 Form 5500 filing — Aaa Life Insurance Pension And 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 20240926092027NAL0000792064001) for Aaa Life Insurance Pension And 401k Plan, reported by Aaa Life Insurance Company under EIN 52-0891929 and plan number 001. It reports 852 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926092027NAL0000792064001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aaa Life Insurance Company
- EIN
- 52-0891929
- Plan number
- 001
- Location
- Livonia, MI
- Participants
- 852
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $81,774,902
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $81,774,902
- Employer contributions
- $4,017,032
- Participant contributions
- $4,372,290
- Total income / additions
- $20,515,410
- Benefits paid
- $6,274,608
- Administrative expenses
- $128,252
- Total expenses
- $6,409,275
- Net increase / (decrease)
- $14,106,135
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $48,782 | $0 |
| Wells Fargo Clearing Services, LLC | SERVICE PROVIDER | $40,000 | not reported in the loaded dataset |
| Bdo | SERVICE PROVIDER | $32,660 | not reported in the loaded dataset |
| Morningstar Investment Management | SERVICE PROVIDER | $6,810 | $12,001 |