2023 Form 5500 filing — Aon Risk Services Of Pr, Inc. 1081.01(D) 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 20241015141958NAL0029947505001) for Aon Risk Services Of Pr, Inc. 1081.01(D) Plan, reported by Aon Risk Services Of Pr, Inc. under EIN 66-0274215 and plan number 001. It reports 124 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$8MReported net assets$8,040,632
Participants124
Provider compensation$11.8K1 Schedule C row(s)$11,796
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015141958NAL0029947505001
- Plan sponsor
- Aon Risk Services Of Pr, Inc.
- EIN
- 66-0274215
- Plan number
- 001
- Location
- San Juan, PR
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$8M total assets
Net assets$8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $8,040,632
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,040,632
- Employer contributions
- $194,562
- Participant contributions
- $296,082
- Total income / additions
- $1,898,058
- Benefits paid
- $747,924
- Administrative expenses
- $11,796
- Total expenses
- $810,196
- Net increase / (decrease)
- $1,087,862
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Life Insurance | INVESTMENT MANAGER | $11,796 | not reported in the loaded dataset |