Plan5500

2023 Form 5500 filing — Ameriprise Financial 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 20250710101314NAL0006464689001) for Ameriprise Financial Retirement Plan, reported by Ameriprise Financial, Inc. under EIN 13-3180631 and plan number 002. It reports 10,025 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250710101314NAL0006464689001
Filing year
2023
Form type
2
Plan sponsor
Ameriprise Financial, Inc.
EIN
13-3180631
Plan number
002
Location
Minneapolis, MN
Participants
10,025
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$881,496,733
Total liabilities (EOY)
$83,934
Net assets (EOY)
$881,412,799
Employer contributions
$31,000,000
Total income / additions
$187,840,090
Benefits paid
$46,458,272
Administrative expenses
$3,890,338
Total expenses
$50,348,610
Net increase / (decrease)
$137,491,480
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Alight Solutions LLCSERVICE PROVIDER$530,028$0
Fidelity Institutional Asset MgmtSERVICE PROVIDER$409,855$0
Morgan Stanley Investment MgmtSERVICE PROVIDER$335,286$0
Kennedy Capital Management LLCSERVICE PROVIDER$334,430$0
Loomis Sayles Trust CompanySERVICE PROVIDER$271,001$0
Towers Watson Investment ServicesSERVICE PROVIDER$145,166not reported in the loaded dataset
Principal Trust Co.SERVICE PROVIDER$105,720$0
Towers Watson Delaware Inc.SERVICE PROVIDER$81,209not reported in the loaded dataset

Related Form 5500 pages