Welfare Benefit Plan For Post-65 Emeritus Agents — 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, Welfare Benefit Plan For Post-65 Emeritus Agents is a benefit plan reported by American United Life Insurance Company under EIN 35-0145825 and plan number 517. The latest loaded filing year is 2023. The filing reports 134 participants and $71,893 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$68.3KPlan net assets, end of year$68,293
Participants134Covered participants reported
Assets / participant$537Computed: assets ÷ participants$537 (computed)
Provider compensation$94.9K2 Schedule C provider row(s)$94,937
- Plan sponsor
- American United Life Insurance Company
- EIN
- 35-0145825
- Plan number
- 517
- Plan type
- 2
- Location
- Indianapolis, IN
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 134 | H, C | 20241008172502NAL0029363248001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$71.9K total assets
Net assets$68.3KLiabilities$3.6K
Full reported line items
Net assets
- Total assets (EOY)
- $71,893
- Total liabilities (EOY)
- $3,600
- Net assets (EOY)
- $68,293
- Net assets (BOY)
- $187,184
Income & contributions
- Participant contributions
- $163,508
- Total contributions
- $163,508
- Total income / additions
- $163,508
Expenses & distributions
- Benefits paid
- $185,714
- Administrative expenses
- $96,685
- Total expenses
- $282,399
- Net increase / (decrease)
- -$118,891
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets414%Computed ratio
Benefits paid ÷ total income114%Computed ratio
Provider comp. ÷ net assets139%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Hartford Life And Accident | NONE | $72,247 | not reported in the loaded dataset | 2023 |
| Forvis Mazars Llp | NONE | $22,690 | not reported in the loaded dataset | 2023 |