Security Benefit Associates Profit Sharing And Savings Plan — Form 5500 plan (Security Benefit Corporation)

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, Security Benefit Associates Profit Sharing And Savings Plan is a benefit plan reported by Security Benefit Corporation under EIN 48-1202239 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,148 participants and $299,176,574 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Security Benefit Corporation
EIN
48-1202239
Plan number
002
Plan type
2
Location
Topeka, KS
Latest filing year
2023
Participants
2,148
End-of-year plan assets
$299,176,574

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,148H, C20241009132903NAL0031389232001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$299,176,574
Total liabilities (EOY)
$0
Net assets (EOY)
$299,176,574
Net assets (BOY)
$250,973,472

Income & contributions

Employer contributions
$11,808,089
Participant contributions
$13,147,482
Total contributions
$26,573,416
Total income / additions
$71,096,692

Expenses & distributions

Benefits paid
$22,869,194
Administrative expenses
$24,396
Total expenses
$22,893,590
Net increase / (decrease)
$48,203,102

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Security Benefit LifeRECORDKEEPER$24,396not reported in the loaded dataset2023

Related Form 5500 pages