2023 Form 5500 filing — Ameritas Agent 401(K) 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 20240823104434NAL0006302817001) for Ameritas Agent 401(K) Retirement Plan, reported by Ameritas Holding Company under EIN 47-0806844 and plan number 010. It reports 691 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$88.7MReported net assets$88,658,781
Participants691
Provider compensation$93.8K1 Schedule C row(s)$93,765
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240823104434NAL0006302817001
- Plan sponsor
- Ameritas Holding Company
- EIN
- 47-0806844
- Plan number
- 010
- Location
- Lincoln, NE
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$88.7M total assets
Net assets$88.7MLiabilities$6.3K
Full reported line items
- Total assets (EOY)
- $88,665,102
- Total liabilities (EOY)
- $6,321
- Net assets (EOY)
- $88,658,781
- Employer contributions
- $1,133,559
- Participant contributions
- $3,530,073
- Total income / additions
- $18,851,961
- Benefits paid
- $11,765,759
- Administrative expenses
- $93,765
- Total expenses
- $11,859,524
- Net increase / (decrease)
- $6,992,437
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ameritas Life Insurance Corp. | AFFILIATE OF PLAN SPONSOR | $93,765 | $0 |