Plan5500

National Western Life Insurance Company 401(K) Plan — Form 5500 plan (National Western Life Insurance 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, National Western Life Insurance Company 401(K) Plan is a benefit plan reported by National Western Life Insurance Company under EIN 84-0467208 and plan number 003. The latest loaded filing year is 2023. The filing reports 511 participants and $45,438,158 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$45.4MPlan net assets, end of year$45,438,158
Participants511Covered participants reported
Assets / participant$88.9KComputed: assets ÷ participants$88,920 (computed)
Provider compensation$137K1 Schedule C provider row(s)$137,030
Plan sponsor
National Western Life Insurance Company
EIN
84-0467208
Plan number
003
Plan type
2
Location
Austin, TX
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    511 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$45.4M total assets
Net assets$45.4MLiabilities$0
Money in vs. money out
Total income / additions$10.9M
Total expenses$2.8M
Benefits paid / distributions$2.7M
Contributions
Employer$937.4K
Participant$2.1M
Full reported line items

Net assets

Total assets (EOY)
$45,438,158
Total liabilities (EOY)
$0
Net assets (EOY)
$45,438,158
Net assets (BOY)
$37,309,894

Income & contributions

Employer contributions
$937,406
Participant contributions
$2,079,183
Total contributions
$4,196,690
Total income / additions
$10,919,755

Expenses & distributions

Benefits paid
$2,654,461
Administrative expenses
$137,030
Total expenses
$2,791,491
Net increase / (decrease)
$8,128,264
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 31%Participant 69%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income24%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Milliman, Inc.$137K
    NONE · Direct $137K

What to inspect next

Frequently asked questions

Who sponsors the National Western Life Insurance Company 401(K) Plan?
National Western Life Insurance Company 401(K) Plan is reported as sponsored by National Western Life Insurance Company (EIN 84-0467208, plan number 003) in public Form 5500 filings.
What is the most recent Form 5500 filing year for National Western Life Insurance Company 401(K) Plan?
The latest Form 5500 filing year loaded for National Western Life Insurance Company 401(K) Plan is 2023.
How many participants does National Western Life Insurance Company 401(K) Plan report?
National Western Life Insurance Company 401(K) Plan reports 511 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for National Western Life Insurance Company 401(K) Plan?
National Western Life Insurance Company 401(K) Plan reports $45,438,158 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages