2023 Form 5500 filing — American Insurance Acquisition, Inc.
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 20240913080150NAL0004956931001) for American Insurance Acquisition, Inc., reported by American Insurance Acquisition, Inc. under EIN 27-3539769 and plan number 001. It reports 142 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240913080150NAL0004956931001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American Insurance Acquisition, Inc.
- EIN
- 27-3539769
- Plan number
- 001
- Location
- Elk Grove Village, IL
- Participants
- 142
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,756,263
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,756,263
- Employer contributions
- $0
- Participant contributions
- $256,080
- Total income / additions
- $2,522,976
- Benefits paid
- $2,467,399
- Administrative expenses
- $18,836
- Total expenses
- $2,486,235
- Net increase / (decrease)
- $36,741
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Warady & Davis Llp | PLAN AUDITOR | $12,000 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $5,773 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $1,063 | $0 |