Aon Pooled Employer Plan — Form 5500 plan (Aon Consulting, Inc.)
Plain-English plan 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, Aon Pooled Employer Plan is a benefit plan reported by Aon Consulting, Inc. under EIN 22-2232264 and plan number 001. The latest loaded filing year is 2023. The filing reports 28,380 participants and $1,686,907,060 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Aon Consulting, Inc.
- EIN
- 22-2232264
- Plan number
- 001
- Plan type
- 3
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 28,380
- End-of-year plan assets
- $1,686,907,060
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 28,380 | H, C | 20241205100312NAL0008213040001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,686,907,060
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,686,907,060
- Net assets (BOY)
- $664,529,474
Income & contributions
- Employer contributions
- $52,855,986
- Participant contributions
- $106,352,825
- Total contributions
- $204,977,785
- Total income / additions
- $384,976,091
Expenses & distributions
- Benefits paid
- $118,658,949
- Administrative expenses
- $3,846,945
- Total expenses
- $123,274,281
- Net increase / (decrease)
- $261,701,810
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Institutional Plan Services | RECORDKEEPER | $1,847,848 | $0 | 2023 |
| Aon Consulting | POOLED PLAN PROVIDER | $1,738,359 | not reported in the loaded dataset | 2023 |
| Voya Retirement Advisors, LLC | INVESTMENT ADVISORY | $183,650 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co. | BROKERAGE SERVICE | $0 | $9,333 | 2023 |
| Maloney + Novotny LLC | ADMINISTRATOR | $7,000 | not reported in the loaded dataset | 2023 |
| Nova 401(K) Associates | ADMINISTRATOR | $4,420 | not reported in the loaded dataset | 2023 |
| Slavic Integrated Administration | ADMINISTRATOR | $2,468 | not reported in the loaded dataset | 2023 |
| Td Ameritrade | BROKERAGE SERVICE | $120 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Aon Consulting, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Voya Institutional Plan Services — Schedule C compensation
- Aon Consulting — Schedule C compensation
- Voya Retirement Advisors, LLC — Schedule C compensation
- Charles Schwab & Co. — Schedule C compensation
- Maloney + Novotny LLC — Schedule C compensation
- Nova 401(K) Associates — Schedule C compensation
- Slavic Integrated Administration — Schedule C compensation
- Td Ameritrade — Schedule C compensation