2023 Form 5500 filing — Allstate Retirement 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 20241014110909NAL0027114177001) for Allstate Retirement Plan, reported by The Allstate Corporation under EIN 36-3871531 and plan number 002. It reports 65,083 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014110909NAL0027114177001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Allstate Corporation
- EIN
- 36-3871531
- Plan number
- 002
- Location
- Dallas, TX
- Participants
- 65,083
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,321,947,082
- Total liabilities (EOY)
- $194,191,992
- Net assets (EOY)
- $4,127,755,090
- Total income / additions
- $386,537,678
- Benefits paid
- $345,740,530
- Administrative expenses
- $16,153,364
- Total expenses
- $361,893,894
- Net increase / (decrease)
- $24,643,784
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alight Solutions LLC | NONE | $3,108,524 | $0 |
| Wellington Trust Company, Na | NONE | $299,916 | not reported in the loaded dataset |
| Aon Investment Usa Inc. | NONE | $295,000 | not reported in the loaded dataset |
| Acadian Asset Management LLC | NONE | $249,227 | not reported in the loaded dataset |
| Willis Towers Watson Us LLC | NONE | $213,504 | not reported in the loaded dataset |
| State Street Global Adv Trust Co. | NONE | $168,643 | $0 |
| Deloitte & Touche Llp | NONE | $139,800 | not reported in the loaded dataset |
| J.P. Morgan Investment Mgmt Inc. | NONE | $122,009 | not reported in the loaded dataset |
| The Bank Of New York Mellon | NONE | $116,249 | $0 |