2023 Form 5500 filing — Alliant Insurance Services, Inc. 401(K) Savings & Investment Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241004124726NAL0012224433001) for Alliant Insurance Services, Inc. 401(K) Savings & Investment Plan, reported by Alliant Insurance Services, Inc. under EIN 33-0785439 and plan number 002. It reports 6,918 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$795.1MReported net assets$795,116,330

Participants6.9K6,918

Provider compensation$493.5K2 Schedule C row(s)$493,483

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241004124726NAL0012224433001
Plan sponsor: Alliant Insurance Services, Inc.
EIN: 33-0785439
Plan number: 002
Location: Irvine, CA
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$795.1M total assets

Net assets$795.1MLiabilities—

Money in vs. money out

Total income / additions$218.3M

Total expenses$52.3M

Benefits paid / distributions$51.8M

Contributions

Employer$13.5M

Participant$67.6M

Full reported line items

Total assets (EOY): $795,116,330
Net assets (EOY): $795,116,330
Employer contributions: $13,541,067
Participant contributions: $67,631,335
Total income / additions: $218,273,087
Benefits paid: $51,788,767
Administrative expenses: $493,491
Total expenses: $52,282,258
Net increase / (decrease): $165,990,829

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Transamerica Retirement Solutions$493.5K
RECORD KEEPER · Direct $493.5K · Indirect $0
2
National Financial Services$0
SECURITIES BROKER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241004124726NAL0012224433001 cover?: It is the 2023 Form 5500 filing for Alliant Insurance Services, Inc. 401(K) Savings & Investment Plan, reported by Alliant Insurance Services, Inc. (EIN 33-0785439).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).