Ameritas Holding Company — Form 5500 filings & benefit plans
Form 5500 plan sponsor 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 Holding Company (EIN 47-0806844) is a plan sponsor located in Lincoln, NE with 9 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 47-0806844
- Location
- Lincoln, NE
- Loaded plans
- 9
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $1,103,621,183
- Total reported liabilities (EOY)
- $87,863
- Total reported net assets (EOY)
- $1,103,533,320
Contributions & income
- Employer contributions
- $17,603,966
- Participant contributions
- $21,948,670
- Total income / additions
- $200,725,769
Expenses & distributions
- Benefits paid / distributions
- $112,250,702
- Total expenses
- $113,251,299
- Net increase / (decrease)
- $87,474,470
Coverage
- Total reported participants
- 15,290
- Plans with financial statements
- 5
- Plans with provider compensation
- 5
Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Ameritas 401(K) Retirement Plan | 333 | 3,863 | $741,589,085 | 2023 |
| Ameritas Pension Plan | 335 | 2,012 | $257,978,751 | 2023 |
| Ameritas Agent 401(K) Retirement Plan | 010 | 691 | $88,665,102 | 2023 |
| Ameritas Holding Company Retiree Medical Voluntary Employee Beneficiary Association | 522 | 369 | $11,826,138 | 2023 |
| Ameritas Holding Company Retiree Life Voluntary Employee Beneficiary Association | 523 | 276 | $3,562,107 | 2023 |
| Ahc Travel Accident Plan | 518 | 2,896 | not reported in the loaded dataset | 2023 |
| Ahc Severance Plan | 519 | 2,359 | not reported in the loaded dataset | 2023 |
| Ameritas Benefits Advantage Flexible Benefits Program | 517 | 2,229 | not reported in the loaded dataset | 2023 |
| Ameritas Agents Benefits Advantage Flexible Benefits Program | 520 | 595 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Ameritas Agent 401(K) Retirement Plan | 691 | H, C | 20240823104434NAL0006302817001 |
| 2023 | Ameritas 401(K) Retirement Plan | 3,863 | H, C | 20240823104434NAL0006302817002 |
| 2023 | Ameritas Pension Plan | 2,012 | H, C | 20240823104434NAL0006302817003 |
| 2023 | Ameritas Holding Company Retiree Medical Voluntary Employee Beneficiary Association | 369 | H, C | 20240823104434NAL0006302817004 |
| 2023 | Ameritas Holding Company Retiree Life Voluntary Employee Beneficiary Association | 276 | H, C | 20240823104434NAL0006302817005 |
| 2023 | Ameritas Benefits Advantage Flexible Benefits Program | 2,229 | — | 20240830171528NAL0007290019001 |
| 2023 | Ahc Travel Accident Plan | 2,896 | — | 20240830171718NAL0007290819001 |
| 2023 | Ahc Severance Plan | 2,359 | — | 20240830171916NAL0024332608001 |