Aaa Life Insurance Pension And 401k Plan — Form 5500 plan (Aaa Life Insurance Company)
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, Aaa Life Insurance Pension And 401k Plan is a benefit plan reported by Aaa Life Insurance Company under EIN 52-0891929 and plan number 001. The latest loaded filing year is 2023. The filing reports 852 participants and $81,774,902 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Aaa Life Insurance Company
- EIN
- 52-0891929
- Plan number
- 001
- Plan type
- 2
- Location
- Livonia, MI
- Latest filing year
- 2023
- Participants
- 852
- End-of-year plan assets
- $81,774,902
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 852 | H, C | 20240926092027NAL0000792064001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $81,774,902
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $81,774,902
- Net assets (BOY)
- $67,668,767
Income & contributions
- Employer contributions
- $4,017,032
- Participant contributions
- $4,372,290
- Total contributions
- $8,863,548
- Total income / additions
- $20,515,410
Expenses & distributions
- Benefits paid
- $6,274,608
- Administrative expenses
- $128,252
- Total expenses
- $6,409,275
- Net increase / (decrease)
- $14,106,135
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $48,782 | $0 | 2023 |
| Wells Fargo Clearing Services, LLC | SERVICE PROVIDER | $40,000 | not reported in the loaded dataset | 2023 |
| Bdo | SERVICE PROVIDER | $32,660 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Management | SERVICE PROVIDER | $6,810 | $12,001 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Aaa Life Insurance Company
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Livonia, MI
- Voya Retirement Insurance & Annuity — Schedule C compensation
- Wells Fargo Clearing Services, LLC — Schedule C compensation
- Bdo — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation