2023 Form 5500 filing — Aarp Employees' 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 20241015081931NAL0056598898001) for Aarp Employees' Pension Plan, reported by Aarp under EIN 95-1985500 and plan number 001. It reports 5,456 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015081931NAL0056598898001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aarp
- EIN
- 95-1985500
- Plan number
- 001
- Location
- Washington, DC
- Participants
- 5,456
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,509,174,733
- Total liabilities (EOY)
- $43,191,605
- Net assets (EOY)
- $1,465,983,128
- Employer contributions
- $45,000,000
- Total income / additions
- $217,761,218
- Benefits paid
- $41,390,802
- Administrative expenses
- $7,553,444
- Total expenses
- $48,944,246
- Net increase / (decrease)
- $168,816,972
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Arlington Capital | NONE | $758,700 | not reported in the loaded dataset |
| Clearlake Capital Group Lp | NONE | $608,192 | not reported in the loaded dataset |
| Acadian | NONE | $563,761 | not reported in the loaded dataset |
| Pimco | NONE | $425,829 | not reported in the loaded dataset |
| Ifm Global Infrastructure | NONE | $330,473 | not reported in the loaded dataset |
| Bank Of New York | NONE | $274,924 | not reported in the loaded dataset |
| Capvest Co-Investor V Scsp | NONE | $262,386 | not reported in the loaded dataset |
| Brown Capital Management | NONE | $261,435 | not reported in the loaded dataset |
| Metlife | NONE | $257,122 | not reported in the loaded dataset |
| Axium Infrastruture | NONE | $246,347 | not reported in the loaded dataset |
| Charles Bank Partners | NONE | $219,307 | not reported in the loaded dataset |
| Varde Fund Xiv Gp Lp | NONE | $212,251 | not reported in the loaded dataset |
| Towers Watson | NONE | $210,522 | not reported in the loaded dataset |
| T Rowe Price | NONE | $190,981 | not reported in the loaded dataset |
| Waud Capital Partners V | NONE | $172,658 | not reported in the loaded dataset |
| Brookfield Asset Management | NONE | $170,071 | not reported in the loaded dataset |
| Vitruvian Partners Lp | NONE | $161,714 | not reported in the loaded dataset |
| Aon Hewitt Associates Lp | NONE | $146,813 | not reported in the loaded dataset |
| Grain Management | NONE | $138,553 | not reported in the loaded dataset |
| Ampersand Management LLC | NONE | $129,046 | not reported in the loaded dataset |
| Jmi Equity | NONE | $119,964 | not reported in the loaded dataset |
| Dcp Cap Partners | NONE | $119,442 | not reported in the loaded dataset |
| Ardian Sf Viii | NONE | $118,237 | not reported in the loaded dataset |
| Gridiron Capital Parallel Fund V Lp | NONE | $117,216 | not reported in the loaded dataset |
| Carlyle Group | NONE | $116,500 | not reported in the loaded dataset |
| Audax Management Co. LLC | NONE | $111,479 | not reported in the loaded dataset |
| William Mercer | NONE | $101,363 | not reported in the loaded dataset |
| Ta Realty | NONE | $86,011 | not reported in the loaded dataset |
| Asia Alternatives Management LLC | NONE | $76,033 | not reported in the loaded dataset |
| Thoma Bravo Advisers Lp | NONE | $64,996 | not reported in the loaded dataset |
| Veritas Vii | NONE | $62,772 | not reported in the loaded dataset |
| Grant Thornton | NONE | $53,000 | not reported in the loaded dataset |
| Craft Venture Management | NONE | $47,769 | not reported in the loaded dataset |
| State Street Global Adviosrs | NONE | $41,597 | not reported in the loaded dataset |
| Silversmith Management Lp | NONE | $38,315 | not reported in the loaded dataset |
| Greenspring | NONE | $37,190 | not reported in the loaded dataset |
| Waud Capital Partners Vi Lp | NONE | $28,033 | not reported in the loaded dataset |
| Primary Venture Management LLC | NONE | $21,462 | not reported in the loaded dataset |
| Pennybacker Vi Liberty LLC | NONE | $13,908 | not reported in the loaded dataset |