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 |
|---|---|---|---|---|
| GOLDMAN SACHS ASSET MANAGEMENT | Investment Advisor | $3,518,122 | — | $3,518,122 |
| ALIGHT SOLUTIONS LLC | Recordkeeper | $2,406,579 | — | $2,406,579 |
| AETNA LIFE INSURANCE COMPANY | Other Service Provider | $2,121,024 | — | $2,121,024 |
| PACIFIC INVESTMENT MANAGEMENTCO LLC | Other Service Provider | $1,009,478 | — | $1,009,478 |
| BLACKROCK FINANCIAL MANAGEMENT INC | Other Service Provider | $750,734 | — | $750,734 |
| DODGE & COX | Other Service Provider | $545,639 | — | $545,639 |
| JPMORGAN CHASE BANK NA | Custodian / Trustee | $495,985 | — | $495,985 |
| JPMORGAN INVESTMENT MANAGEMENT INC | Recordkeeper | $487,932 | — | $487,932 |
| PRUDENTIAL INSURANCE COMPANY | Recordkeeper | $396,780 | — | $396,780 |
| LEGAL & GENERAL INV MGMT AMERICA | Other Service Provider | $315,578 | — | $315,578 |
| NEBRODI PARTNERS LLC | Other Service Provider | $311,230 | — | $311,230 |
| AON CONSULTING LLC | Recordkeeper | $261,360 | — | $261,360 |
| VOYA INVESTMENT TRUST CO. | Other Service Provider | $245,813 | — | $245,813 |
| MFS INSTITUTIONAL ADVISORS INC. | Other Service Provider | $182,193 | — | $182,193 |
| NISA INVESTMENT ADVISORS LLC | Other Service Provider | $160,096 | — | $160,096 |
| SEI GLOBAL SERVICES INC | Other Service Provider | $127,782 | — | $127,782 |
| MEKETA INVESTMENT GROUP INC | Other Service Provider | $98,202 | — | $98,202 |
| WELLINGTON MANAGEMENT CO LLP | Other Service Provider | $91,204 | — | $91,204 |
| T. ROWE PRICE TRUST COMPANY | Other Service Provider | $63,096 | — | $63,096 |
| ERNST & YOUNG LLP | Auditor | $60,200 | — | $60,200 |
| SHERMAN & STERLING LLP | Other Service Provider | $52,685 | — | $52,685 |
| COHEN & STEERS CAPITAL MANAGEMENT | Other Service Provider | $49,706 | — | $49,706 |
| DE SHAW INVESTMENT MANAGEMENT LLC | Other Service Provider | $43,500 | — | $43,500 |
| HOOD RIVER CAPITAL MANAGEMENT | Other Service Provider | $34,596 | — | $34,596 |
| ARES MANAGEMENT LIMITED | Other Service Provider | $18,409 | — | $18,409 |
| KPMG LLP | Auditor | $12,000 | — | $12,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GOLDMAN SACHS ASSET MANAGEMENT — Investment Advisor
- ALIGHT SOLUTIONS LLC — Recordkeeper
- JPMORGAN CHASE BANK NA — Custodian / Trustee
- JPMORGAN INVESTMENT MANAGEMENT INC — Recordkeeper
- PRUDENTIAL INSURANCE COMPANY — Recordkeeper
- AON CONSULTING LLC — Recordkeeper
- ERNST & YOUNG LLP — Auditor
- KPMG LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,859,923
- Estimated Expense Ratio: 0.264% 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 |