2023 Form 5500 filing — Retirement Plan For Employees Of Aetna Inc.
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 20241003145801NAL0005799347001) for Retirement Plan For Employees Of Aetna Inc., reported by Aetna Inc. under EIN 23-2229683 and plan number 003. It reports 52,106 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003145801NAL0005799347001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aetna Inc.
- EIN
- 23-2229683
- Plan number
- 003
- Location
- Hartford, CT
- Participants
- 52,106
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,400,037,590
- Total liabilities (EOY)
- $25,691,835
- Net assets (EOY)
- $5,374,345,755
- Total income / additions
- $405,908,739
- Benefits paid
- $355,978,752
- Administrative expenses
- $21,023,146
- Total expenses
- $377,001,898
- Net increase / (decrease)
- $28,906,841
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alight Solutions LLC | NONE | $2,305,736 | not reported in the loaded dataset |
| Aetna Life Insurance Company | SUBSIDIARY | $2,074,113 | $0 |
| Goldman Sachs Asset Management | NONE | $1,843,488 | $0 |
| Pacific Investment Managementco LLC | NONE | $1,041,790 | $0 |
| Jpmorgan Chase Bank Na | TRUSTEE | $665,297 | $0 |
| Mfs Institutional Advisors Inc. | NONE | $649,864 | $0 |
| Dodge & Cox | NONE | $630,631 | $0 |
| Legal & General Inv Mgmt America | NONE | $566,338 | $0 |
| Jpmorgan Investment Management Inc | NONE | $520,487 | not reported in the loaded dataset |
| De Shaw Investment Management LLC | NONE | $472,966 | not reported in the loaded dataset |
| Arrowstreet Capital Lp | NONE | $452,224 | not reported in the loaded dataset |
| Prudential Insurance Company | NONE | $382,574 | $0 |
| Wellington Management Co Llp | NONE | $309,338 | $0 |
| Nebrodi Partners, LLC | NONE | $306,383 | not reported in the loaded dataset |
| Blackrock Financial Management Inc | NONE | $303,383 | not reported in the loaded dataset |
| Aon Consulting LLC | NONE | $242,317 | not reported in the loaded dataset |
| Voya Investment Trust Co. | NONE | $174,628 | $0 |
| Sei Global Services Inc | NONE | $113,923 | not reported in the loaded dataset |
| Ernst & Young Llp | NONE | $111,925 | not reported in the loaded dataset |
| Hood River Capital Management | NONE | $110,606 | $0 |
| Ares Management Limited | NONE | $102,667 | not reported in the loaded dataset |
| T. Rowe Price Trust Company | NONE | $84,755 | $0 |
| Blackrock Fund Advisors | NONE | $52,971 | $0 |
| Jennison Associates LLC | NONE | $48,878 | $0 |
| Alliancebernstein Lp | NONE | $28,214 | not reported in the loaded dataset |
| Sherman & Sterling Llp | NONE | $24,953 | not reported in the loaded dataset |
| Kpmg Llp | NONE | $16,000 | not reported in the loaded dataset |