Aon Risk Services Of Pr, Inc. 1081.01(D) Plan — Form 5500 plan (Aon Risk Services Of Pr, 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 Risk Services Of Pr, Inc. 1081.01(D) Plan is a benefit plan reported by Aon Risk Services Of Pr, Inc. under EIN 66-0274215 and plan number 001. The latest loaded filing year is 2023. The filing reports 124 participants and $8,040,632 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$8MPlan net assets, end of year$8,040,632
Participants124Covered participants reported
Assets / participant$64.8KComputed: assets ÷ participants$64,844 (computed)
Provider compensation$11.8K1 Schedule C provider row(s)$11,796
- Plan sponsor
- Aon Risk Services Of Pr, Inc.
- EIN
- 66-0274215
- Plan number
- 001
- Plan type
- 2
- Location
- San Juan, PR
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 124 | H, C | 20241015141958NAL0029947505001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$8M total assets
Net assets$8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $8,040,632
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,040,632
- Net assets (BOY)
- $6,952,770
Income & contributions
- Employer contributions
- $194,562
- Participant contributions
- $296,082
- Total contributions
- $568,266
- Total income / additions
- $1,898,058
Expenses & distributions
- Benefits paid
- $747,924
- Administrative expenses
- $11,796
- Total expenses
- $810,196
- Net increase / (decrease)
- $1,087,862
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
40%60%
Employer 40%Participant 60%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income39%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Life Insurance | INVESTMENT MANAGER | $11,796 | not reported in the loaded dataset | 2023 |