2023 Form 5500 filing — Aon Savings 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 20241002201032NAL0009442849001) for Aon Savings Plan, reported by Aon Corporation under EIN 36-3051915 and plan number 020. It reports 25,230 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002201032NAL0009442849001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aon Corporation
- EIN
- 36-3051915
- Plan number
- 020
- Location
- Atlanta, GA
- Participants
- 25,230
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,203,211,058
- Total liabilities (EOY)
- $76,640,078
- Net assets (EOY)
- $6,126,570,980
- Employer contributions
- $107,898,000
- Participant contributions
- $165,836,000
- Total income / additions
- $1,224,695,476
- Benefits paid
- $413,647,630
- Administrative expenses
- $2,411,000
- Total expenses
- $416,461,000
- Net increase / (decrease)
- $808,234,476
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jp Morgan Chase Bank, N.A. | NONE | $1,779,364 | not reported in the loaded dataset |
| T Rowe Price | NONE | $992,471 | not reported in the loaded dataset |
| Alight Solutions LLC | NONE | $948,220 | $0 |
| The Northern Trust Company | TRUSTEE | $688,331 | $0 |
| Dodge And Cox | NONE | $595,355 | not reported in the loaded dataset |
| Goldman Sachs Asset Management | NONE | $334,828 | not reported in the loaded dataset |
| Pacific Investment Management Comp | NONE | $266,482 | not reported in the loaded dataset |
| Blackrock Institutional Trust | NONE | $266,263 | not reported in the loaded dataset |
| William Blair Investment Management | NONE | $233,107 | $0 |
| Western Asset Management Company | NONE | $209,797 | not reported in the loaded dataset |
| Curcio Webb | NONE | $109,017 | not reported in the loaded dataset |
| Reams Asset Management | NONE | $107,826 | not reported in the loaded dataset |
| Ernst & Young Us Llp | NONE | $43,950 | not reported in the loaded dataset |
| Alight Financial Solutions, LLC | BROKER | $34,748 | $8,836 |
| Pershing LLC | NONE | $0 | $14,166 |