Allianz Asset Accumulation Plan — Form 5500 plan (Azoa Services 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, Allianz Asset Accumulation Plan is a benefit plan reported by Azoa Services Corporation under EIN 75-1723041 and plan number 002. The latest loaded filing year is 2023. The filing reports 9,116 participants and $1,966,152,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Azoa Services Corporation
- EIN
- 75-1723041
- Plan number
- 002
- Plan type
- 2
- Location
- Minneapolis, MN
- Latest filing year
- 2023
- Participants
- 9,116
- End-of-year plan assets
- $1,966,152,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9,116 | H, C | 20250424140254NAL0012368928001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,966,152,000
- Total liabilities (EOY)
- $968,000
- Net assets (EOY)
- $1,965,184,000
- Net assets (BOY)
- $1,706,909,000
Income & contributions
- Employer contributions
- $47,794,000
- Participant contributions
- $68,479,000
- Total contributions
- $116,273,000
- Total income / additions
- $413,011,000
Expenses & distributions
- Benefits paid
- $144,612,000
- Administrative expenses
- $1,051,000
- Total expenses
- $145,689,000
- Net increase / (decrease)
- $267,322,000
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alight Solutions LLC | NONE | $461,309 | $0 | 2023 |
| Alight Financial Advisors, LLC | NONE | $424,113 | not reported in the loaded dataset | 2023 |
| Curcio Webb LLC | NONE | $45,507 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson | NONE | $34,510 | not reported in the loaded dataset | 2023 |
| Aon Consulting | NONE | $24,000 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | TRUSTEE | $18,839 | $0 | 2023 |
| Alight Financial Solutions, LLC | NONE | $0 | $14,216 | 2023 |
| Pershing LLC | NONE | $0 | $12,449 | 2023 |
| Faegre Drinker | NONE | $7,402 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Azoa Services Corporation
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Minneapolis, MN
- Alight Solutions LLC — Schedule C compensation
- Alight Financial Advisors, LLC — Schedule C compensation
- Curcio Webb LLC — Schedule C compensation
- Willis Towers Watson — Schedule C compensation
- Aon Consulting — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Alight Financial Solutions, LLC — Schedule C compensation
- Pershing LLC — Schedule C compensation
- Faegre Drinker — Schedule C compensation