Aarp Employees' Pension Plan — Form 5500 plan (Aarp)
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, Aarp Employees' Pension Plan is a benefit plan reported by Aarp under EIN 95-1985500 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,456 participants and $1,509,174,733 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Aarp
- EIN
- 95-1985500
- Plan number
- 001
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 5,456
- End-of-year plan assets
- $1,509,174,733
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,456 | H, C | 20241015081931NAL0056598898001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,509,174,733
- Total liabilities (EOY)
- $43,191,605
- Net assets (EOY)
- $1,465,983,128
- Net assets (BOY)
- $1,297,166,156
Income & contributions
- Employer contributions
- $45,000,000
- Total contributions
- $45,000,000
- Total income / additions
- $217,761,218
Expenses & distributions
- Benefits paid
- $41,390,802
- Administrative expenses
- $7,553,444
- Total expenses
- $48,944,246
- Net increase / (decrease)
- $168,816,972
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Arlington Capital | NONE | $758,700 | not reported in the loaded dataset | 2023 |
| Clearlake Capital Group Lp | NONE | $608,192 | not reported in the loaded dataset | 2023 |
| Acadian | NONE | $563,761 | not reported in the loaded dataset | 2023 |
| Pimco | NONE | $425,829 | not reported in the loaded dataset | 2023 |
| Ifm Global Infrastructure | NONE | $330,473 | not reported in the loaded dataset | 2023 |
| Bank Of New York | NONE | $274,924 | not reported in the loaded dataset | 2023 |
| Capvest Co-Investor V Scsp | NONE | $262,386 | not reported in the loaded dataset | 2023 |
| Brown Capital Management | NONE | $261,435 | not reported in the loaded dataset | 2023 |
| Metlife | NONE | $257,122 | not reported in the loaded dataset | 2023 |
| Axium Infrastruture | NONE | $246,347 | not reported in the loaded dataset | 2023 |
| Charles Bank Partners | NONE | $219,307 | not reported in the loaded dataset | 2023 |
| Varde Fund Xiv Gp Lp | NONE | $212,251 | not reported in the loaded dataset | 2023 |
| Towers Watson | NONE | $210,522 | not reported in the loaded dataset | 2023 |
| T Rowe Price | NONE | $190,981 | not reported in the loaded dataset | 2023 |
| Waud Capital Partners V | NONE | $172,658 | not reported in the loaded dataset | 2023 |
| Brookfield Asset Management | NONE | $170,071 | not reported in the loaded dataset | 2023 |
| Vitruvian Partners Lp | NONE | $161,714 | not reported in the loaded dataset | 2023 |
| Aon Hewitt Associates Lp | NONE | $146,813 | not reported in the loaded dataset | 2023 |
| Grain Management | NONE | $138,553 | not reported in the loaded dataset | 2023 |
| Ampersand Management LLC | NONE | $129,046 | not reported in the loaded dataset | 2023 |
| Jmi Equity | NONE | $119,964 | not reported in the loaded dataset | 2023 |
| Dcp Cap Partners | NONE | $119,442 | not reported in the loaded dataset | 2023 |
| Ardian Sf Viii | NONE | $118,237 | not reported in the loaded dataset | 2023 |
| Gridiron Capital Parallel Fund V Lp | NONE | $117,216 | not reported in the loaded dataset | 2023 |
| Carlyle Group | NONE | $116,500 | not reported in the loaded dataset | 2023 |
| Audax Management Co. LLC | NONE | $111,479 | not reported in the loaded dataset | 2023 |
| William Mercer | NONE | $101,363 | not reported in the loaded dataset | 2023 |
| Ta Realty | NONE | $86,011 | not reported in the loaded dataset | 2023 |
| Asia Alternatives Management LLC | NONE | $76,033 | not reported in the loaded dataset | 2023 |
| Thoma Bravo Advisers Lp | NONE | $64,996 | not reported in the loaded dataset | 2023 |
| Veritas Vii | NONE | $62,772 | not reported in the loaded dataset | 2023 |
| Grant Thornton | NONE | $53,000 | not reported in the loaded dataset | 2023 |
| Craft Venture Management | NONE | $47,769 | not reported in the loaded dataset | 2023 |
| State Street Global Adviosrs | NONE | $41,597 | not reported in the loaded dataset | 2023 |
| Silversmith Management Lp | NONE | $38,315 | not reported in the loaded dataset | 2023 |
| Greenspring | NONE | $37,190 | not reported in the loaded dataset | 2023 |
| Waud Capital Partners Vi Lp | NONE | $28,033 | not reported in the loaded dataset | 2023 |
| Primary Venture Management LLC | NONE | $21,462 | not reported in the loaded dataset | 2023 |
| Pennybacker Vi Liberty LLC | NONE | $13,908 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Aarp
- 2023 Form 5500 filing
- Form 5500 filings in DC
- 401(k) and benefit plan filings in Washington, DC
- Arlington Capital — Schedule C compensation
- Clearlake Capital Group Lp — Schedule C compensation
- Acadian — Schedule C compensation
- Pimco — Schedule C compensation
- Ifm Global Infrastructure — Schedule C compensation
- Bank Of New York — Schedule C compensation
- Capvest Co-Investor V Scsp — Schedule C compensation
- Brown Capital Management — Schedule C compensation
- Metlife — Schedule C compensation
- Axium Infrastruture — Schedule C compensation
- Charles Bank Partners — Schedule C compensation
- Varde Fund Xiv Gp Lp — Schedule C compensation
- Towers Watson — Schedule C compensation
- T Rowe Price — Schedule C compensation
- Waud Capital Partners V — Schedule C compensation
- Brookfield Asset Management — Schedule C compensation
- Vitruvian Partners Lp — Schedule C compensation
- Aon Hewitt Associates Lp — Schedule C compensation
- Grain Management — Schedule C compensation
- Ampersand Management LLC — Schedule C compensation
- Jmi Equity — Schedule C compensation
- Dcp Cap Partners — Schedule C compensation
- Ardian Sf Viii — Schedule C compensation
- Gridiron Capital Parallel Fund V Lp — Schedule C compensation
- Carlyle Group — Schedule C compensation
- Audax Management Co. LLC — Schedule C compensation
- William Mercer — Schedule C compensation
- Ta Realty — Schedule C compensation
- Asia Alternatives Management LLC — Schedule C compensation
- Thoma Bravo Advisers Lp — Schedule C compensation
- Veritas Vii — Schedule C compensation
- Grant Thornton — Schedule C compensation
- Craft Venture Management — Schedule C compensation
- State Street Global Adviosrs — Schedule C compensation
- Silversmith Management Lp — Schedule C compensation
- Greenspring — Schedule C compensation
- Waud Capital Partners Vi Lp — Schedule C compensation
- Primary Venture Management LLC — Schedule C compensation
- Pennybacker Vi Liberty LLC — Schedule C compensation