Beneficial Life Insurance Company — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Beneficial Life Insurance Company (EIN 87-0115120) is a plan sponsor located in Salt Lake City, UT with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
87-0115120
Location
Salt Lake City, UT
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Beneficial Life Insurance Company

  • 1 loaded plans.
  • Plans cover 18 reported participants.
  • 0 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assetsNot reported
Total reported assetsNot reported
Total reported participants18
Total reported liabilitiesNot reported

Financial-statement amounts are not reported in the loaded dataset for this company's plans yet.

Data coverage

Plans with financial statements0 / 1 ()
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Participants per plan18Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #501 · 18 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Beneficial Life Insurance Company. Open one for its full reported snapshot.

  1. 2023
    Beneficial Life Insurance Company Agents' Group Term Life Insurance Plan18 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Beneficial Life Insurance Company report on Form 5500?
Beneficial Life Insurance Company (EIN 87-0115120) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Beneficial Life Insurance Company?
The Employer Identification Number (EIN) reported for Beneficial Life Insurance Company is 87-0115120.
What is the latest Form 5500 filing year for Beneficial Life Insurance Company?
The latest loaded Form 5500 filing year for Beneficial Life Insurance Company is 2023.

Related Form 5500 pages