Allstate Retirement Plan — Form 5500 plan (The Allstate 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, Allstate Retirement Plan is a benefit plan reported by The Allstate Corporation under EIN 36-3871531 and plan number 002. The latest loaded filing year is 2023. The filing reports 65,083 participants and $4,321,947,082 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Allstate Corporation
- EIN
- 36-3871531
- Plan number
- 002
- Plan type
- 2
- Location
- Dallas, TX
- Latest filing year
- 2023
- Participants
- 65,083
- End-of-year plan assets
- $4,321,947,082
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 65,083 | H, C | 20241014110909NAL0027114177001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,321,947,082
- Total liabilities (EOY)
- $194,191,992
- Net assets (EOY)
- $4,127,755,090
- Net assets (BOY)
- $4,103,111,306
Income & contributions
- Total contributions
- $0
- Total income / additions
- $386,537,678
Expenses & distributions
- Benefits paid
- $345,740,530
- Administrative expenses
- $16,153,364
- Total expenses
- $361,893,894
- Net increase / (decrease)
- $24,643,784
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alight Solutions LLC | NONE | $3,108,524 | $0 | 2023 |
| Wellington Trust Company, Na | NONE | $299,916 | not reported in the loaded dataset | 2023 |
| Aon Investment Usa Inc. | NONE | $295,000 | not reported in the loaded dataset | 2023 |
| Acadian Asset Management LLC | NONE | $249,227 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson Us LLC | NONE | $213,504 | not reported in the loaded dataset | 2023 |
| State Street Global Adv Trust Co. | NONE | $168,643 | $0 | 2023 |
| Deloitte & Touche Llp | NONE | $139,800 | not reported in the loaded dataset | 2023 |
| J.P. Morgan Investment Mgmt Inc. | NONE | $122,009 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | NONE | $116,249 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Allstate Corporation
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Dallas, TX
- Alight Solutions LLC — Schedule C compensation
- Wellington Trust Company, Na — Schedule C compensation
- Aon Investment Usa Inc. — Schedule C compensation
- Acadian Asset Management LLC — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation
- State Street Global Adv Trust Co. — Schedule C compensation
- Deloitte & Touche Llp — Schedule C compensation
- J.P. Morgan Investment Mgmt Inc. — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation