American United Life Progress Sharing Plan And Trust — Form 5500 plan (American United Life Insurance Company)
Plain-English plan 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, American United Life Progress Sharing Plan And Trust is a benefit plan reported by American United Life Insurance Company under EIN 35-0145825 and plan number 003. The latest loaded filing year is 2023. The filing reports 3,400 participants and $493,479,606 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American United Life Insurance Company
- EIN
- 35-0145825
- Plan number
- 003
- Plan type
- 2
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- 3,400
- End-of-year plan assets
- $493,479,606
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,400 | H, C | 20241010091123NAL0020734385001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $493,479,606
- Total liabilities (EOY)
- $22,086
- Net assets (EOY)
- $493,457,520
- Net assets (BOY)
- $439,262,320
Income & contributions
- Employer contributions
- $5,995,399
- Participant contributions
- $20,735,388
- Total contributions
- $34,803,051
- Total income / additions
- $97,259,978
Expenses & distributions
- Benefits paid
- $42,893,387
- Administrative expenses
- $167,641
- Total expenses
- $43,064,778
- Net increase / (decrease)
- $54,195,200
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Future Capital | NONE | $74,540 | not reported in the loaded dataset | 2023 |
| Feg Advisors | NONE | $53,493 | not reported in the loaded dataset | 2023 |
| Forvis Mazars Llp | NONE | $16,800 | not reported in the loaded dataset | 2023 |
| Broadridge Customer Communications | NONE | $14,208 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson Us LLC | NONE | $8,600 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for American United Life Insurance Company
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Indianapolis, IN
- Future Capital — Schedule C compensation
- Feg Advisors — Schedule C compensation
- Forvis Mazars Llp — Schedule C compensation
- Broadridge Customer Communications — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation