Retirement Plan For Employees Of Aetna Inc. — Form 5500 plan (Aetna 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, Retirement Plan For Employees Of Aetna Inc. is a benefit plan reported by Aetna Inc. under EIN 23-2229683 and plan number 003. The latest loaded filing year is 2023. The filing reports 52,106 participants and $5,400,037,590 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Aetna Inc.
- EIN
- 23-2229683
- Plan number
- 003
- Plan type
- 2
- Location
- Hartford, CT
- Latest filing year
- 2023
- Participants
- 52,106
- End-of-year plan assets
- $5,400,037,590
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 52,106 | H, C | 20241003145801NAL0005799347001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,400,037,590
- Total liabilities (EOY)
- $25,691,835
- Net assets (EOY)
- $5,374,345,755
- Net assets (BOY)
- $5,345,438,914
Income & contributions
- Total contributions
- $0
- Total income / additions
- $405,908,739
Expenses & distributions
- Benefits paid
- $355,978,752
- Administrative expenses
- $21,023,146
- Total expenses
- $377,001,898
- Net increase / (decrease)
- $28,906,841
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alight Solutions LLC | NONE | $2,305,736 | not reported in the loaded dataset | 2023 |
| Aetna Life Insurance Company | SUBSIDIARY | $2,074,113 | $0 | 2023 |
| Goldman Sachs Asset Management | NONE | $1,843,488 | $0 | 2023 |
| Pacific Investment Managementco LLC | NONE | $1,041,790 | $0 | 2023 |
| Jpmorgan Chase Bank Na | TRUSTEE | $665,297 | $0 | 2023 |
| Mfs Institutional Advisors Inc. | NONE | $649,864 | $0 | 2023 |
| Dodge & Cox | NONE | $630,631 | $0 | 2023 |
| Legal & General Inv Mgmt America | NONE | $566,338 | $0 | 2023 |
| Jpmorgan Investment Management Inc | NONE | $520,487 | not reported in the loaded dataset | 2023 |
| De Shaw Investment Management LLC | NONE | $472,966 | not reported in the loaded dataset | 2023 |
| Arrowstreet Capital Lp | NONE | $452,224 | not reported in the loaded dataset | 2023 |
| Prudential Insurance Company | NONE | $382,574 | $0 | 2023 |
| Wellington Management Co Llp | NONE | $309,338 | $0 | 2023 |
| Nebrodi Partners, LLC | NONE | $306,383 | not reported in the loaded dataset | 2023 |
| Blackrock Financial Management Inc | NONE | $303,383 | not reported in the loaded dataset | 2023 |
| Aon Consulting LLC | NONE | $242,317 | not reported in the loaded dataset | 2023 |
| Voya Investment Trust Co. | NONE | $174,628 | $0 | 2023 |
| Sei Global Services Inc | NONE | $113,923 | not reported in the loaded dataset | 2023 |
| Ernst & Young Llp | NONE | $111,925 | not reported in the loaded dataset | 2023 |
| Hood River Capital Management | NONE | $110,606 | $0 | 2023 |
| Ares Management Limited | NONE | $102,667 | not reported in the loaded dataset | 2023 |
| T. Rowe Price Trust Company | NONE | $84,755 | $0 | 2023 |
| Blackrock Fund Advisors | NONE | $52,971 | $0 | 2023 |
| Jennison Associates LLC | NONE | $48,878 | $0 | 2023 |
| Alliancebernstein Lp | NONE | $28,214 | not reported in the loaded dataset | 2023 |
| Sherman & Sterling Llp | NONE | $24,953 | not reported in the loaded dataset | 2023 |
| Kpmg Llp | NONE | $16,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Aetna Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Hartford, CT
- Alight Solutions LLC — Schedule C compensation
- Aetna Life Insurance Company — Schedule C compensation
- Goldman Sachs Asset Management — Schedule C compensation
- Pacific Investment Managementco LLC — Schedule C compensation
- Jpmorgan Chase Bank Na — Schedule C compensation
- Mfs Institutional Advisors Inc. — Schedule C compensation
- Dodge & Cox — Schedule C compensation
- Legal & General Inv Mgmt America — Schedule C compensation
- Jpmorgan Investment Management Inc — Schedule C compensation
- De Shaw Investment Management LLC — Schedule C compensation
- Arrowstreet Capital Lp — Schedule C compensation
- Prudential Insurance Company — Schedule C compensation
- Wellington Management Co Llp — Schedule C compensation
- Nebrodi Partners, LLC — Schedule C compensation
- Blackrock Financial Management Inc — Schedule C compensation
- Aon Consulting LLC — Schedule C compensation
- Voya Investment Trust Co. — Schedule C compensation
- Sei Global Services Inc — Schedule C compensation
- Ernst & Young Llp — Schedule C compensation
- Hood River Capital Management — Schedule C compensation
- Ares Management Limited — Schedule C compensation
- T. Rowe Price Trust Company — Schedule C compensation
- Blackrock Fund Advisors — Schedule C compensation
- Jennison Associates LLC — Schedule C compensation
- Alliancebernstein Lp — Schedule C compensation
- Sherman & Sterling Llp — Schedule C compensation
- Kpmg Llp — Schedule C compensation