Ameriprise Financial Retirement Plan — Form 5500 plan (Ameriprise Financial, Inc.)
Plain-English plan 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, Ameriprise Financial Retirement Plan is a benefit plan reported by Ameriprise Financial, Inc. under EIN 13-3180631 and plan number 002. The latest loaded filing year is 2023. The filing reports 10,025 participants and $881,496,733 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ameriprise Financial, Inc.
- EIN
- 13-3180631
- Plan number
- 002
- Plan type
- 2
- Location
- Minneapolis, MN
- Latest filing year
- 2023
- Participants
- 10,025
- End-of-year plan assets
- $881,496,733
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10,025 | H, C | 20250710101314NAL0006464689001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $881,496,733
- Total liabilities (EOY)
- $83,934
- Net assets (EOY)
- $881,412,799
- Net assets (BOY)
- $743,921,319
Income & contributions
- Employer contributions
- $31,000,000
- Total contributions
- $31,000,000
- Total income / additions
- $187,840,090
Expenses & distributions
- Benefits paid
- $46,458,272
- Administrative expenses
- $3,890,338
- Total expenses
- $50,348,610
- Net increase / (decrease)
- $137,491,480
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alight Solutions LLC | SERVICE PROVIDER | $530,028 | $0 | 2023 |
| Fidelity Institutional Asset Mgmt | SERVICE PROVIDER | $409,855 | $0 | 2023 |
| Morgan Stanley Investment Mgmt | SERVICE PROVIDER | $335,286 | $0 | 2023 |
| Kennedy Capital Management LLC | SERVICE PROVIDER | $334,430 | $0 | 2023 |
| Loomis Sayles Trust Company | SERVICE PROVIDER | $271,001 | $0 | 2023 |
| Towers Watson Investment Services | SERVICE PROVIDER | $145,166 | not reported in the loaded dataset | 2023 |
| Principal Trust Co. | SERVICE PROVIDER | $105,720 | $0 | 2023 |
| Towers Watson Delaware Inc. | SERVICE PROVIDER | $81,209 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ameriprise Financial, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Minneapolis, MN
- Alight Solutions LLC — Schedule C compensation
- Fidelity Institutional Asset Mgmt — Schedule C compensation
- Morgan Stanley Investment Mgmt — Schedule C compensation
- Kennedy Capital Management LLC — Schedule C compensation
- Loomis Sayles Trust Company — Schedule C compensation
- Towers Watson Investment Services — Schedule C compensation
- Principal Trust Co. — Schedule C compensation
- Towers Watson Delaware Inc. — Schedule C compensation