Plan5500

Amundi Us, 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, Amundi Us, Inc. (EIN 13-5657669) is a plan sponsor located in Boston, MA with 3 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
13-5657669
Location
Boston, MA
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Amundi Us, Inc.

  • 3 loaded plans hold $280.9M in reported assets.
  • The largest, Amundi Us, Inc. Savings And Investment Plan, holds 56% of this company's reported plan assets.
  • Plans cover 2,028 reported participants.
  • 2 of 3 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$280.9MSummed across loaded plans$280,882,044
Total reported assets$280.9M$280,882,044
Total reported participants2K2,028
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$280.9M total assets
Net assets$280.9MLiabilities$0
Contributions & income
Employer contributions$9.6M
Participant contributions$7.1M
Total income / additions$53.1M
Expenses & distributions
Benefits paid / distributions$16.7M
Total expenses$17.4M
Net increase / (decrease)$35.7M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets56%Amundi Us, Inc. Savings And Investment Plan
Participants per plan676Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Amundi Us, Inc. Savings And Investment Plan$156M
    Plan #002 · 780 participants · 2023
  2. 2
    Amundi Us, Inc. Retirement Benefit Plan$124.9M
    Plan #001 · 748 participants · 2023
  3. 3
    Amundi Us, Inc. Health And Welfare Plannot reported in the loaded dataset
    Plan #515 · 500 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Amundi Us, Inc.. Open one for its full reported snapshot.

  1. 2023
    Amundi Us, Inc. Savings And Investment Plan780 participants · 2Sch HSch C
    View filing →
  2. 2023
    Amundi Us, Inc. Retirement Benefit Plan748 participants · 2Sch HSch C
    View filing →
  3. 2023
    Amundi Us, Inc. Health And Welfare Plan500 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Amundi Us, Inc. report on Form 5500?
Amundi Us, Inc. (EIN 13-5657669) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Amundi Us, Inc.?
The Employer Identification Number (EIN) reported for Amundi Us, Inc. is 13-5657669.
What is the latest Form 5500 filing year for Amundi Us, Inc.?
The latest loaded Form 5500 filing year for Amundi Us, Inc. is 2023.

Related Form 5500 pages