2023 Form 5500 filing — Oneamerica Agents' Association Welfare Benefits 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 20241008182510NAL0030770304001) for Oneamerica Agents' Association Welfare Benefits Plan, reported by Oneamerica Agents' Association, Inc under EIN 83-2305378 and plan number 550. It reports 699 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008182510NAL0030770304001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Oneamerica Agents' Association, Inc
- EIN
- 83-2305378
- Plan number
- 550
- Location
- Indianapolis, IN
- Participants
- 699
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $49,071
- Net assets (EOY)
- $49,071
- Employer contributions
- $2,312,680
- Participant contributions
- $1,998,621
- Total income / additions
- $5,193,635
- Benefits paid
- $5,054,152
- Administrative expenses
- $144,036
- Total expenses
- $5,198,188
- Net increase / (decrease)
- -$4,553
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capstone Administrators, LLC | NONE | $116,195 | not reported in the loaded dataset |
| Forvis Mazars, Llp | NONE | $27,841 | not reported in the loaded dataset |