American Family 401(K) 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 401(K) Plan is a benefit plan reported by American Family Mutual Insurance Company, S.I. under EIN 39-0273710 and plan number 002. The latest loaded filing year is 2023. The filing reports 18,644 participants and $2,003,426,572 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
- 002
- Plan type
- 2
- Location
- Madison, WI
- Latest filing year
- 2023
- Participants
- 18,644
- End-of-year plan assets
- $2,003,426,572
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 18,644 | H, C | 20240930155547NAL0005925169001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,003,426,572
- Total liabilities (EOY)
- $1,189,839
- Net assets (EOY)
- $2,002,236,733
- Net assets (BOY)
- $1,717,602,639
Income & contributions
- Employer contributions
- $44,953,517
- Participant contributions
- $103,315,806
- Total contributions
- $161,434,395
- Total income / additions
- $470,543,385
Expenses & distributions
- Benefits paid
- $183,771,719
- Administrative expenses
- $1,344,004
- Total expenses
- $185,909,291
- Net increase / (decrease)
- $284,634,094
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | NONE | $929,924 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | NONE | $187,733 | $0 | 2023 |
| Qdro Consultants Company, LLC | NONE | $3,600 | not reported in the loaded dataset | 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
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation