Aspen Insurance U.S. Services Inc. 401(K) Plan — Form 5500 plan (Aspen Insurance U.S. Services 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, Aspen Insurance U.S. Services Inc. 401(K) Plan is a benefit plan reported by Aspen Insurance U.S. Services Inc. under EIN 32-0085193 and plan number 001. The latest loaded filing year is 2023. The filing reports 654 participants and $142,226,805 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Aspen Insurance U.S. Services Inc.
- EIN
- 32-0085193
- Plan number
- 001
- Plan type
- 2
- Location
- Rocky Hill, CT
- Latest filing year
- 2023
- Participants
- 654
- End-of-year plan assets
- $142,226,805
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 654 | H, C | 20241011170730NAL0012790131001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $142,226,805
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $142,226,805
- Net assets (BOY)
- $117,863,038
Income & contributions
- Employer contributions
- $5,322,146
- Participant contributions
- $6,237,583
- Total contributions
- $12,987,369
- Total income / additions
- $35,451,140
Expenses & distributions
- Benefits paid
- $11,013,795
- Administrative expenses
- $50,639
- Total expenses
- $11,087,373
- Net increase / (decrease)
- $24,363,767
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kestra Investment Services LLC | ADVISOR | $30,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $20,639 | $0 | 2023 |