2023 Form 5500 filing — Equitrust Life Insurance Company Retirement Savings 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 20241011113550NAL0010870291001) for Equitrust Life Insurance Company Retirement Savings Plan, reported by Equitrust Life Insurance Company under EIN 42-1468417 and plan number 001. It reports 286 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)$24.7MReported net assets$24,731,696
Participants286
Provider compensation$31 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011113550NAL0010870291001
Plan sponsor
Equitrust Life Insurance Company
EIN
42-1468417
Plan number
001
Location
Chicago, IL
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)$24.7M total assets
Net assets$24.7MLiabilities
Money in vs. money out
Total income / additions$8.2M
Total expenses$910.5K
Benefits paid / distributions$905.9K
Contributions
Employer$1.3M
Participant$2.5M
Full reported line items
Total assets (EOY)
$24,731,696
Net assets (EOY)
$24,731,696
Employer contributions
$1,257,641
Participant contributions
$2,508,953
Total income / additions
$8,177,469
Benefits paid
$905,895
Administrative expenses
$4,650
Total expenses
$910,545
Net increase / (decrease)
$7,266,924
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $3 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011113550NAL0010870291001 cover?
It is the 2023 Form 5500 filing for Equitrust Life Insurance Company Retirement Savings Plan, reported by Equitrust Life Insurance Company (EIN 42-1468417).
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).

Related Form 5500 pages