2023 Form 5500 filing — Allianz Asset Accumulation 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 20250424140254NAL0012368928001) for Allianz Asset Accumulation Plan, reported by Azoa Services Corporation under EIN 75-1723041 and plan number 002. It reports 9,116 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250424140254NAL0012368928001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Azoa Services Corporation
- EIN
- 75-1723041
- Plan number
- 002
- Location
- Minneapolis, MN
- Participants
- 9,116
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,966,152,000
- Total liabilities (EOY)
- $968,000
- Net assets (EOY)
- $1,965,184,000
- Employer contributions
- $47,794,000
- Participant contributions
- $68,479,000
- Total income / additions
- $413,011,000
- Benefits paid
- $144,612,000
- Administrative expenses
- $1,051,000
- Total expenses
- $145,689,000
- Net increase / (decrease)
- $267,322,000
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alight Solutions LLC | NONE | $461,309 | $0 |
| Alight Financial Advisors, LLC | NONE | $424,113 | not reported in the loaded dataset |
| Curcio Webb LLC | NONE | $45,507 | not reported in the loaded dataset |
| Willis Towers Watson | NONE | $34,510 | not reported in the loaded dataset |
| Aon Consulting | NONE | $24,000 | not reported in the loaded dataset |
| The Bank Of New York Mellon | TRUSTEE | $18,839 | $0 |
| Alight Financial Solutions, LLC | NONE | $0 | $14,216 |
| Pershing LLC | NONE | $0 | $12,449 |
| Faegre Drinker | NONE | $7,402 | not reported in the loaded dataset |