Axa Assistance Usa, Inc. 401(K) Plan — Form 5500 plan (Axa Assistance Usa, 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, Axa Assistance Usa, Inc. 401(K) Plan is a benefit plan reported by Axa Assistance Usa, Inc. under EIN 36-3235090 and plan number 001. The latest loaded filing year is 2023. The filing reports 358 participants and $23,314,037 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Axa Assistance Usa, Inc.
- EIN
- 36-3235090
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 358
- End-of-year plan assets
- $23,314,037
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 358 | H, C | 20241014112504NAL0052041506001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,314,037
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,314,037
- Net assets (BOY)
- $18,540,274
Income & contributions
- Employer contributions
- $439,166
- Participant contributions
- $1,401,435
- Total contributions
- $2,479,509
- Total income / additions
- $6,063,905
Expenses & distributions
- Benefits paid
- $1,169,561
- Administrative expenses
- $115,486
- Total expenses
- $1,290,142
- Net increase / (decrease)
- $4,773,763
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nfp Retirement Inc | INVESTMENT ADVISOR | $40,619 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $33,690 | $0 | 2023 |
| Marcum Llp | OTHER | $23,690 | not reported in the loaded dataset | 2023 |
| Flexpath Strategies LLC | INVESTMENT ADVISOR | $9,877 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,942 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Axa Assistance Usa, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Nfp Retirement Inc — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Marcum Llp — Schedule C compensation
- Flexpath Strategies LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation