Plan Snapshot
- Plan Sponsor: Aetna INC.
- Sponsor EIN: 232229683
- Sponsor Address: 151 FARMINGTON AVE., RTAA, HARTFORD, CT, 06156
- Plan Type: DB
- Total Participants: 9,117
- Total Assets: $5.2B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 9,117 | $5.2B | $0 | $0 |
| 2023 | 9,682 | $5.4B | $0 | $0 |
| 2022 | 10,546 | $5.4B | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| ERNST & YOUNG LLP | Auditor | $60,200 | — | $60,200 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ERNST & YOUNG LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $60,200
- Estimated Expense Ratio: 0.001% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $21,374,280 | $10,859,908 | $4,298,428 | $60,200 | — |
| 2023 | $21,023,146 | $10,745,940 | $4,187,886 | $111,925 | — |
| 2022 | $24,388,492 | $13,880,347 | $4,566,977 | — | $1,217,856 |