2023 Form 5500 filing — American Financial Group, Inc. Group Welfare Benefit 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 20240927101058NAL0000967843001) for American Financial Group, Inc. Group Welfare Benefit Plan, reported by American Financial Group, Inc. under EIN 31-1544320 and plan number 501. It reports 6,561 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927101058NAL0000967843001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American Financial Group, Inc.
- EIN
- 31-1544320
- Plan number
- 501
- Location
- Cincinnati, OH
- Participants
- 6,561
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,101,000
- Total liabilities (EOY)
- -$2,986,000
- Net assets (EOY)
- $32,087,000
- Employer contributions
- $72,525,000
- Participant contributions
- $15,403,000
- Total income / additions
- $88,056,000
- Benefits paid
- $78,063,000
- Administrative expenses
- $11,028,000
- Total expenses
- $89,091,000
- Net increase / (decrease)
- -$1,035,000
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| United Healthcare Services, Inc. | NONE | $3,945,000 | $0 |
| Vitality | NONE | $903,000 | not reported in the loaded dataset |
| Bind Benefits, Inc Dba Surest | NONE | $384,000 | not reported in the loaded dataset |
| Quest Diagnostics | NONE | $349,000 | not reported in the loaded dataset |
| United Behavioral Health Dba Optum | NONE | $282,000 | not reported in the loaded dataset |
| Life Insurance Co Of North America | NONE | $122,000 | not reported in the loaded dataset |
| Optumhealth Bank | NONE | $110,000 | not reported in the loaded dataset |
| Walgreens | NONE | $50,000 | not reported in the loaded dataset |
| Willis Towers Watson | NONE | $38,000 | not reported in the loaded dataset |
| Aon Consulting | NONE | $36,000 | not reported in the loaded dataset |
| Clark,Schaefer,Hackett & Co | NONE | $24,000 | not reported in the loaded dataset |
| Mercer | NONE | $23,000 | not reported in the loaded dataset |
| American Heart Association | NONE | $14,000 | not reported in the loaded dataset |