2023 Form 5500 filing — Athene Savings & Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240717125438NAL0004045249001) for Athene Savings & Retirement Plan, reported by Athene Annuity & Life Company under EIN 42-0175020 and plan number 102. It reports 2,406 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240717125438NAL0004045249001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Athene Annuity & Life Company
- EIN
- 42-0175020
- Plan number
- 102
- Location
- West Des Moines, IA
- Participants
- 2,406
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $293,744,263
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $293,744,263
- Employer contributions
- $11,213,340
- Participant contributions
- $16,762,290
- Total income / additions
- $77,740,706
- Benefits paid
- $22,466,683
- Administrative expenses
- $135,161
- Total expenses
- $22,664,621
- Net increase / (decrease)
- $55,076,085
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $131,161 | $0 |