2023 Form 5500 filing — Aarp Employees 401k 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 20241015081829NAL0015978355001) for Aarp Employees 401k Plan, reported by Aarp under EIN 95-1985500 and plan number 002. It reports 3,655 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015081829NAL0015978355001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aarp
- EIN
- 95-1985500
- Plan number
- 002
- Location
- Washington, DC
- Participants
- 3,655
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $885,737,193
- Total liabilities (EOY)
- $53,000
- Net assets (EOY)
- $885,684,193
- Employer contributions
- $14,248,190
- Participant contributions
- $34,730,200
- Total income / additions
- $191,621,030
- Benefits paid
- $41,334,128
- Administrative expenses
- $268,829
- Total expenses
- $41,602,957
- Net increase / (decrease)
- $150,018,073
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price | NONE | $151,829 | not reported in the loaded dataset |
| Aon Hewitt Associates Lp | NONE | $63,750 | not reported in the loaded dataset |
| Grant Thornton | NONE | $53,000 | not reported in the loaded dataset |