Aon Retirement Pension Plan — Form 5500 plan (Aon Corporation)
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, Aon Retirement Pension Plan is a benefit plan reported by Aon Corporation under EIN 36-3051915 and plan number 090. The latest loaded filing year is 2023. The filing reports 13,897 participants and $1,553,201,821 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Aon Corporation
- EIN
- 36-3051915
- Plan number
- 090
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 13,897
- End-of-year plan assets
- $1,553,201,821
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 13,897 | H, C | 20240927173344NAL0004201200001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,553,201,821
- Total liabilities (EOY)
- $42,128,458
- Net assets (EOY)
- $1,511,073,363
- Net assets (BOY)
- $1,477,001,791
Income & contributions
- Employer contributions
- $5,406,803
- Total contributions
- $5,406,803
- Total income / additions
- $150,649,767
Expenses & distributions
- Benefits paid
- $103,037,839
- Administrative expenses
- $13,540,356
- Total expenses
- $116,578,195
- Net increase / (decrease)
- $34,071,572
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northern Trust Company | NONE | $474,011 | not reported in the loaded dataset | 2023 |
| Legal & General Investment | NONE | $384,148 | not reported in the loaded dataset | 2023 |
| Dodge & Cox | NONE | $306,859 | not reported in the loaded dataset | 2023 |
| Pacific Investment Mgt Company | NONE | $175,731 | not reported in the loaded dataset | 2023 |
| Ernst & Young Us Llp | NONE | $112,800 | not reported in the loaded dataset | 2023 |
| State Street Research & Mgt Co | NONE | $13,820 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Aon Corporation
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- Northern Trust Company — Schedule C compensation
- Legal & General Investment — Schedule C compensation
- Dodge & Cox — Schedule C compensation
- Pacific Investment Mgt Company — Schedule C compensation
- Ernst & Young Us Llp — Schedule C compensation
- State Street Research & Mgt Co — Schedule C compensation