2023 Form 5500 filing — Ameritas Holding Company Retiree Medical Voluntary Employee Beneficiary Association
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 20240823104434NAL0006302817004) for Ameritas Holding Company Retiree Medical Voluntary Employee Beneficiary Association, reported by Ameritas Holding Company under EIN 47-0806844 and plan number 522. It reports 369 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240823104434NAL0006302817004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ameritas Holding Company
- EIN
- 47-0806844
- Plan number
- 522
- Location
- Lincoln, NE
- Participants
- 369
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,826,138
- Total liabilities (EOY)
- $65,450
- Net assets (EOY)
- $11,760,688
- Participant contributions
- $524,985
- Total income / additions
- $2,649,409
- Benefits paid
- $960,866
- Administrative expenses
- $322,208
- Total expenses
- $1,283,074
- Net increase / (decrease)
- $1,366,335
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Umr, Inc. | NONE | $24,941 | not reported in the loaded dataset |
| Extend Health | NONE | $19,183 | not reported in the loaded dataset |
| Meaden & Moore, Ltd. | NONE | $18,050 | not reported in the loaded dataset |
| Quantum | NONE | $11,947 | not reported in the loaded dataset |
| Ameritas Life Insurance Corp | AFFILIATE | $6,263 | not reported in the loaded dataset |
| U.S. Bank National Association | NONE | $4,278 | $0 |