Plan5500

Ameritas Pension Plan — Form 5500 plan (Ameritas Holding 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, Ameritas Pension Plan is a benefit plan reported by Ameritas Holding Company under EIN 47-0806844 and plan number 335. The latest loaded filing year is 2023. The filing reports 2,012 participants and $257,978,751 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ameritas Holding Company
EIN
47-0806844
Plan number
335
Plan type
2
Location
Lincoln, NE
Latest filing year
2023
Participants
2,012
End-of-year plan assets
$257,978,751

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,012H, C20240823104434NAL0006302817003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$257,978,751
Net assets (EOY)
$257,978,751
Net assets (BOY)
$284,242,071

Income & contributions

Total income / additions
$19,517,193

Expenses & distributions

Benefits paid
$45,384,332
Administrative expenses
$396,181
Total expenses
$45,780,513
Net increase / (decrease)
-$26,263,320

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Willis Tower Watson Us LLCNONE$185,129not reported in the loaded dataset2023
Meaden & Moore, LtdNONE$13,400not reported in the loaded dataset2023

Related Form 5500 pages