2023 Form 5500 filing — American Family 401(K) 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 20240930155547NAL0005925169001) for American Family 401(K) Plan, reported by American Family Mutual Insurance Company, S.I. under EIN 39-0273710 and plan number 002. It reports 18,644 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930155547NAL0005925169001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American Family Mutual Insurance Company, S.I.
- EIN
- 39-0273710
- Plan number
- 002
- Location
- Madison, WI
- Participants
- 18,644
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,003,426,572
- Total liabilities (EOY)
- $1,189,839
- Net assets (EOY)
- $2,002,236,733
- Employer contributions
- $44,953,517
- Participant contributions
- $103,315,806
- Total income / additions
- $470,543,385
- Benefits paid
- $183,771,719
- Administrative expenses
- $1,344,004
- Total expenses
- $185,909,291
- Net increase / (decrease)
- $284,634,094
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | NONE | $929,924 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | NONE | $187,733 | $0 |
| Qdro Consultants Company, LLC | NONE | $3,600 | not reported in the loaded dataset |