2023 Form 5500 filing — Welfare Benefit Plan For Home Office Employees
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 20241008182507NAL0008652979001) for Welfare Benefit Plan For Home Office Employees, reported by American United Life Insurance Company under EIN 35-0145825 and plan number 516. It reports 2,760 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008182507NAL0008652979001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American United Life Insurance Company
- EIN
- 35-0145825
- Plan number
- 516
- Location
- Indianapolis, IN
- Participants
- 2,760
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,859,606
- Total liabilities (EOY)
- $4,686,310
- Net assets (EOY)
- $2,173,296
- Employer contributions
- $28,588,074
- Participant contributions
- $10,112,085
- Total income / additions
- $38,700,159
- Benefits paid
- $35,292,819
- Administrative expenses
- $2,725,239
- Total expenses
- $38,018,058
- Net increase / (decrease)
- $682,101
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Marathon Health, LLC | NONE | $1,067,194 | not reported in the loaded dataset |
| Umr, Inc. | NONE | $975,256 | not reported in the loaded dataset |
| Hartford Life And Accident | NONE | $389,414 | not reported in the loaded dataset |
| Jody Hirst | NONE | $77,686 | not reported in the loaded dataset |
| The Visibility Company (Propel) | NONE | $42,876 | not reported in the loaded dataset |
| Cvs Pharmacy | NONE | $40,666 | not reported in the loaded dataset |
| Towers Watson | NONE | $40,200 | not reported in the loaded dataset |
| Forvis Mazars, Llp | NONE | $30,690 | not reported in the loaded dataset |
| Quizzify, LLC | NONE | $27,600 | not reported in the loaded dataset |
| American United Life Insurance | AFFILIATED ORG | $14,581 | not reported in the loaded dataset |
| St. Vincent Hospital | NONE | $9,793 | not reported in the loaded dataset |
| Employers Health Coalition | NONE | $9,284 | not reported in the loaded dataset |