American Family Pension Plan — Form 5500 plan (American Family Mutual Insurance Company, S.I.)
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 Family Pension Plan is a benefit plan reported by American Family Mutual Insurance Company, S.I. under EIN 39-0273710 and plan number 001. The latest loaded filing year is 2023. The filing reports 15,947 participants and $1,299,421,607 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Family Mutual Insurance Company, S.I.
- EIN
- 39-0273710
- Plan number
- 001
- Plan type
- 2
- Location
- Madison, WI
- Latest filing year
- 2023
- Participants
- 15,947
- End-of-year plan assets
- $1,299,421,607
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 15,947 | H, C | 20241205051951NAL0004689873001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,299,421,607
- Total liabilities (EOY)
- $3,054,518
- Net assets (EOY)
- $1,296,367,089
- Net assets (BOY)
- $1,201,396,877
Income & contributions
- Total contributions
- $0
- Total income / additions
- $153,922,278
Expenses & distributions
- Benefits paid
- $58,208,401
- Administrative expenses
- $743,665
- Total expenses
- $58,952,066
- Net increase / (decrease)
- $94,970,212
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Silchester International Investors | NONE | $689,588 | $0 | 2023 |
| The Northern Trust Company | NONE | $54,077 | $0 | 2023 |
| Alight Solutions LLC | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for American Family Mutual Insurance Company, S.I.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Madison, WI
- Silchester International Investors — Schedule C compensation
- The Northern Trust Company — Schedule C compensation
- Alight Solutions LLC — Schedule C compensation