2023 Form 5500 filing — Welfare Benefit Plan For Post-65 Emeritus Agents
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 20241008172502NAL0029363248001) for Welfare Benefit Plan For Post-65 Emeritus Agents, reported by American United Life Insurance Company under EIN 35-0145825 and plan number 517. It reports 134 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)$68.3KReported net assets$68,293
Participants134
Provider compensation$94.9K2 Schedule C row(s)$94,937
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241008172502NAL0029363248001
- Plan sponsor
- American United Life Insurance Company
- EIN
- 35-0145825
- Plan number
- 517
- Location
- Indianapolis, IN
- Received date
- not reported in the loaded dataset
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)$71.9K total assets
Net assets$68.3KLiabilities$3.6K
Full reported line items
- Total assets (EOY)
- $71,893
- Total liabilities (EOY)
- $3,600
- Net assets (EOY)
- $68,293
- Participant contributions
- $163,508
- Total income / additions
- $163,508
- Benefits paid
- $185,714
- Administrative expenses
- $96,685
- Total expenses
- $282,399
- Net increase / (decrease)
- -$118,891
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hartford Life And Accident | NONE | $72,247 | not reported in the loaded dataset |
| Forvis Mazars Llp | NONE | $22,690 | not reported in the loaded dataset |