2023 Form 5500 filing — Aon Pooled Employer 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 20241205100312NAL0008213040001) for Aon Pooled Employer Plan, reported by Aon Consulting, Inc. under EIN 22-2232264 and plan number 001. It reports 28,380 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241205100312NAL0008213040001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Aon Consulting, Inc.
- EIN
- 22-2232264
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 28,380
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,686,907,060
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,686,907,060
- Employer contributions
- $52,855,986
- Participant contributions
- $106,352,825
- Total income / additions
- $384,976,091
- Benefits paid
- $118,658,949
- Administrative expenses
- $3,846,945
- Total expenses
- $123,274,281
- Net increase / (decrease)
- $261,701,810
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Institutional Plan Services | RECORDKEEPER | $1,847,848 | $0 |
| Aon Consulting | POOLED PLAN PROVIDER | $1,738,359 | not reported in the loaded dataset |
| Voya Retirement Advisors, LLC | INVESTMENT ADVISORY | $183,650 | not reported in the loaded dataset |
| Charles Schwab & Co. | BROKERAGE SERVICE | $0 | $9,333 |
| Maloney + Novotny LLC | ADMINISTRATOR | $7,000 | not reported in the loaded dataset |
| Nova 401(K) Associates | ADMINISTRATOR | $4,420 | not reported in the loaded dataset |
| Slavic Integrated Administration | ADMINISTRATOR | $2,468 | not reported in the loaded dataset |
| Td Ameritrade | BROKERAGE SERVICE | $120 | $0 |