2023 Form 5500 filing — Aon Retirement 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 20240927173344NAL0004201200001) for Aon Retirement Pension Plan, reported by Aon Corporation under EIN 36-3051915 and plan number 090. It reports 13,897 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927173344NAL0004201200001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aon Corporation
- EIN
- 36-3051915
- Plan number
- 090
- Location
- Atlanta, GA
- Participants
- 13,897
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,553,201,821
- Total liabilities (EOY)
- $42,128,458
- Net assets (EOY)
- $1,511,073,363
- Employer contributions
- $5,406,803
- Total income / additions
- $150,649,767
- Benefits paid
- $103,037,839
- Administrative expenses
- $13,540,356
- Total expenses
- $116,578,195
- Net increase / (decrease)
- $34,071,572
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northern Trust Company | NONE | $474,011 | not reported in the loaded dataset |
| Legal & General Investment | NONE | $384,148 | not reported in the loaded dataset |
| Dodge & Cox | NONE | $306,859 | not reported in the loaded dataset |
| Pacific Investment Mgt Company | NONE | $175,731 | not reported in the loaded dataset |
| Ernst & Young Us Llp | NONE | $112,800 | not reported in the loaded dataset |
| State Street Research & Mgt Co | NONE | $13,820 | not reported in the loaded dataset |