Plan5500

Applied Underwriters, Inc. — 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, Applied Underwriters, Inc. (EIN 94-3252393) is a plan sponsor located in Omaha, NE with 2 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
94-3252393
Location
Omaha, NE
Loaded plans
2
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 Applied Underwriters, Inc.

  • 2 loaded plans hold $75M in reported assets.
  • The largest, Applied Underwriters, Inc. Retirement Savings Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,919 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$75MSummed across loaded plans$74,955,052
Total reported assets$75M$74,955,052
Total reported participants1.9K1,919
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$75M total assets
Net assets$75MLiabilities$0
Contributions & income
Employer contributions$2.6M
Participant contributions$5M
Total income / additions$20.4M
Expenses & distributions
Benefits paid / distributions$3.8M
Total expenses$3.9M
Net increase / (decrease)$16.5M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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

Largest plan share of assets100%Applied Underwriters, Inc. Retirement Savings Plan
Participants per plan960Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Applied Underwriters, Inc. Retirement Savings Plan$75M
    Plan #333 · 1,034 participants · 2023
  2. 2
    Applied Underwriters Inc Salary Reduction Plannot reported in the loaded dataset
    Plan #502 · 885 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Applied Underwriters, Inc.. Open one for its full reported snapshot.

  1. 2023
    Applied Underwriters Inc Salary Reduction Plan885 participants · 2No schedules
    View filing →
  2. 2023
    Applied Underwriters, Inc. Retirement Savings Plan1,034 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Applied Underwriters, Inc. report on Form 5500?
Applied Underwriters, Inc. (EIN 94-3252393) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Applied Underwriters, Inc.?
The Employer Identification Number (EIN) reported for Applied Underwriters, Inc. is 94-3252393.
What is the latest Form 5500 filing year for Applied Underwriters, Inc.?
The latest loaded Form 5500 filing year for Applied Underwriters, Inc. is 2023.

Related Form 5500 pages