Plan5500

Avivo 401k Plan — Form 5500 plan (Avivo)

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, Avivo 401k Plan is a benefit plan reported by Avivo under EIN 41-0828779 and plan number 002. The latest loaded filing year is 2023. The filing reports 414 participants and $12,879,599 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Avivo
EIN
41-0828779
Plan number
002
Plan type
2
Location
Minneapolis, MN
Latest filing year
2023
Participants
414
End-of-year plan assets
$12,879,599

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023414H, C20240819084953NAL0001466529001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,879,599
Total liabilities (EOY)
$0
Net assets (EOY)
$12,879,599
Net assets (BOY)
$10,758,744

Income & contributions

Employer contributions
$293,250
Participant contributions
$866,300
Total contributions
$1,274,564
Total income / additions
$3,209,106

Expenses & distributions

Benefits paid
$1,020,643
Administrative expenses
$67,608
Total expenses
$1,088,251
Net increase / (decrease)
$2,120,855

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$69,031$02023
Mma Securities LLCINVESTMENT ADVISORY$0$23,7552023
AscensusCONTRACT ADMINISTRATOR$4,491$5,4882023
Morningstar Investment Mgmt LLCINV ADV, PARTICIPANTS$0$02023

Related Form 5500 pages