2023 Form 5500 filing — Homesteaders Life Co. 401(K) Retirement Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240806132446NAL0004067472001) for Homesteaders Life Co. 401(K) Retirement Plan, reported by Homesteaders Life Co. under EIN 42-0316600 and plan number 002. It reports 326 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$49.1MReported net assets$49,089,265

Participants326

Provider compensation$135.6K2 Schedule C row(s)$135,599

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240806132446NAL0004067472001
Plan sponsor: Homesteaders Life Co.
EIN: 42-0316600
Plan number: 002
Location: West Des Moines, IA
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$49.1M total assets

Net assets$49.1MLiabilities$0

Money in vs. money out

Total income / additions$11.7M

Total expenses$7.3M

Benefits paid / distributions$7.2M

Contributions

Employer$2.2M

Participant$2.6M

Full reported line items

Total assets (EOY): $49,089,265
Total liabilities (EOY): $0
Net assets (EOY): $49,089,265
Employer contributions: $2,211,693
Participant contributions: $2,560,870
Total income / additions: $11,736,733
Benefits paid: $7,158,326
Administrative expenses: $135,599
Total expenses: $7,293,925
Net increase / (decrease): $4,442,808

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Empower Annuity Insurance Company O$89.7K
RECORDKEEPER · Direct $89.7K · Indirect $0
2
Lpl Financial$45.9K
INVESTMENT ADVISOR · Direct $45.9K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240806132446NAL0004067472001 cover?: It is the 2023 Form 5500 filing for Homesteaders Life Co. 401(K) Retirement Plan, reported by Homesteaders Life Co. (EIN 42-0316600).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).