2023 Form 5500 filing — American-Amicable Life Insurance Company Retirement And 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 20241118104525NAL0001267329001) for American-Amicable Life Insurance Company Retirement And Savings Plan, reported by American Amicable Life Insurance under EIN 74-2179909 and plan number 001. It reports 268 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)$24.3MReported net assets$24,295,830
Participants268
Provider compensationNone reported2 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241118104525NAL0001267329001
Plan sponsor
American Amicable Life Insurance
EIN
74-2179909
Plan number
001
Location
Waco, TX
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)$24.3M total assets
Net assets$24.3MLiabilities$24.2K
Money in vs. money out
Total income / additions$5.4M
Total expenses$852.3K
Benefits paid / distributions$862.8K
Contributions
Employer$750.7K
Participant$921.4K
Full reported line items
Total assets (EOY)
$24,319,997
Total liabilities (EOY)
$24,167
Net assets (EOY)
$24,295,830
Employer contributions
$750,682
Participant contributions
$921,440
Total income / additions
$5,354,804
Benefits paid
$862,798
Administrative expenses
-$10,506
Total expenses
$852,292
Net increase / (decrease)
$4,502,512
Schedule C

Reported service provider compensation

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

  1. 1
    CONSULTANT · Direct $21.2K
  2. 2
    RECORDKEEPER · Direct -$35.8K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241118104525NAL0001267329001 cover?
It is the 2023 Form 5500 filing for American-Amicable Life Insurance Company Retirement And Savings Plan, reported by American Amicable Life Insurance (EIN 74-2179909).
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