2023 Form 5500 filing — American United Life Progress Sharing Plan And Trust
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 20241010091123NAL0020734385001) for American United Life Progress Sharing Plan And Trust, reported by American United Life Insurance Company under EIN 35-0145825 and plan number 003. It reports 3,400 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010091123NAL0020734385001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American United Life Insurance Company
- EIN
- 35-0145825
- Plan number
- 003
- Location
- Indianapolis, IN
- Participants
- 3,400
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $493,479,606
- Total liabilities (EOY)
- $22,086
- Net assets (EOY)
- $493,457,520
- Employer contributions
- $5,995,399
- Participant contributions
- $20,735,388
- Total income / additions
- $97,259,978
- Benefits paid
- $42,893,387
- Administrative expenses
- $167,641
- Total expenses
- $43,064,778
- Net increase / (decrease)
- $54,195,200
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Future Capital | NONE | $74,540 | not reported in the loaded dataset |
| Feg Advisors | NONE | $53,493 | not reported in the loaded dataset |
| Forvis Mazars Llp | NONE | $16,800 | not reported in the loaded dataset |
| Broadridge Customer Communications | NONE | $14,208 | not reported in the loaded dataset |
| Willis Towers Watson Us LLC | NONE | $8,600 | not reported in the loaded dataset |