American United Life Insurance Company Employees Retirement Plan And Trust — Form 5500 plan (Oneamerica Financial Partners Inc.)
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 Insurance Company Employees Retirement Plan And Trust is a benefit plan reported by Oneamerica Financial Partners Inc. under EIN 35-2126602 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,893 participants and $467,753,957 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oneamerica Financial Partners Inc.
- EIN
- 35-2126602
- Plan number
- 001
- Plan type
- 2
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- 3,893
- End-of-year plan assets
- $467,753,957
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,893 | H, C | 20241014090231NAL0013033779001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $467,753,957
- Total liabilities (EOY)
- $252,871
- Net assets (EOY)
- $467,501,086
- Net assets (BOY)
- $409,198,778
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total contributions
- $0
- Total income / additions
- $72,810,320
Expenses & distributions
- Benefits paid
- $14,424,678
- Administrative expenses
- $83,334
- Total expenses
- $14,508,012
- Net increase / (decrease)
- $58,302,308
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $0 | $82,929 | 2023 |
| Forvis Mazars LLC | NONE | $0 | $26,385 | 2023 |
| American United Life Insurance Co. | SERVICE PROVIDER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Oneamerica Financial Partners Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Indianapolis, IN
- Willis Towers Watson Us LLC — Schedule C compensation
- Forvis Mazars LLC — Schedule C compensation
- American United Life Insurance Co. — Schedule C compensation