2023 Form 5500 filing — Aspen Insurance U.S. Services Inc. 401(K) 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 20241011170730NAL0012790131001) for Aspen Insurance U.S. Services Inc. 401(K) Plan, reported by Aspen Insurance U.S. Services Inc. under EIN 32-0085193 and plan number 001. It reports 654 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011170730NAL0012790131001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aspen Insurance U.S. Services Inc.
- EIN
- 32-0085193
- Plan number
- 001
- Location
- Rocky Hill, CT
- Participants
- 654
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $142,226,805
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $142,226,805
- Employer contributions
- $5,322,146
- Participant contributions
- $6,237,583
- Total income / additions
- $35,451,140
- Benefits paid
- $11,013,795
- Administrative expenses
- $50,639
- Total expenses
- $11,087,373
- Net increase / (decrease)
- $24,363,767
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Investment Services LLC | ADVISOR | $30,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $20,639 | $0 |