2023 Form 5500 filing — Armed Forces Insurance Retirement Savings 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 20240925100610NAL0005379555001) for Armed Forces Insurance Retirement Savings Plan, reported by Armed Forces Insurance Exchange under EIN 48-0933281 and plan number 003. It reports 227 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240925100610NAL0005379555001
Filing year
2023
Form type
2
Plan sponsor
Armed Forces Insurance Exchange
EIN
48-0933281
Plan number
003
Location
Leavenworth, KS
Participants
227
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$32,576,242
Total liabilities (EOY)
$0
Net assets (EOY)
$32,576,242
Employer contributions
$955,092
Participant contributions
$1,086,368
Total income / additions
$7,213,146
Benefits paid
$5,622,418
Administrative expenses
$450
Total expenses
$5,622,868
Net increase / (decrease)
$1,590,278
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Ascensus LLCNONE$450$0

Related Form 5500 pages