Ameriprise Financial, Inc — Form 5500 filings & benefit plans
Form 5500 plan sponsor 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, Ameriprise Financial, Inc (EIN 13-3180631) is a plan sponsor located in Minneapolis, MN with 9 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 13-3180631
- Location
- Minneapolis, MN
- Loaded plans
- 11
- Total reported participants
- 79,270
- Total reported plan assets (EOY)
- $4,050,181,437
- Plans with financial data
- 2
- Plans with provider compensation
- 2
- Latest filing year
- 2023
Totals aggregate this sponsor's loaded Form 5500 filings only and reflect figures as reported; they are not an audited company total.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Ameriprise Financial 401(K) Plan | 001 | 12,709 | $3,168,684,704 | 2023 |
| Ameriprise Financial Retirement Plan | 002 | 10,025 | $881,496,733 | 2023 |
| Ameriprise Financial Life Insurance Plan | 503 | 10,580 | not reported in the loaded dataset | 2023 |
| Ameriprise Financial Flexible Benefits Plan | 512 | 9,545 | not reported in the loaded dataset | 2023 |
| Ameriprise Financial Medical & Dental Plan | 501 | 9,545 | not reported in the loaded dataset | 2023 |
| Ameriprise Financial Severance Pay Plan | 511 | 7,858 | not reported in the loaded dataset | 2023 |
| Ameriprise Financial Vision Care Plan | 502 | 6,674 | not reported in the loaded dataset | 2023 |
| Ameriprise Financial Long Term Disability Plan | 506 | 5,156 | not reported in the loaded dataset | 2023 |
| Ameriprise Financial Legal Assistance Plan | 507 | 2,905 | not reported in the loaded dataset | 2023 |
| Ameriprise Financial Field Severance Pay Plan | 523 | 2,619 | not reported in the loaded dataset | 2023 |
| Ameriprise Financial Health Care Reimbursement Pla N | 504 | 1,654 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Ameriprise Financial 401(K) Plan | 12,709 | H, C | 20240722142235NAL0005918819001 |
| 2023 | Ameriprise Financial Legal Assistance Plan | 2,905 | — | 20241009073643NAL0009021011001 |
| 2023 | Ameriprise Financial Field Severance Pay Plan | 2,619 | — | 20241009073947NAL0017988721001 |
| 2023 | Ameriprise Financial Health Care Reimbursement Pla N | 1,654 | — | 20241009075807NAL0030708336001 |
| 2023 | Ameriprise Financial Severance Pay Plan | 7,858 | — | 20241009080501NAL0032172912001 |
| 2023 | Ameriprise Financial Life Insurance Plan | 10,580 | — | 20241009080921NAL0010421667001 |
| 2023 | Ameriprise Financial Long Term Disability Plan | 5,156 | — | 20241009081125NAL0032185568001 |
| 2023 | Ameriprise Financial Flexible Benefits Plan | 9,545 | — | 20241009082553NAL0037254802001 |