2023 Form 5500 filing — American Income Life Insurance Company Collective Bargaining Agreement Employees Pension 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 20241010153550NAL0010200003001) for American Income Life Insurance Company Collective Bargaining Agreement Employees Pension Plan, reported by American Income Life Insurance Co under EIN 74-1365936 and plan number 002. It reports 1,054 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

EFAST2 acknowledgement
20241010153550NAL0010200003001
Filing year
2023
Form type
2
Plan sponsor
American Income Life Insurance Co
EIN
74-1365936
Plan number
002
Location
Waco, TX
Participants
1,054
Schedules available
Schedule H
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$43,428,055
Total liabilities (EOY)
$0
Net assets (EOY)
$43,428,055
Total income / additions
$1,859,897
Benefits paid
$1,432,511
Administrative expenses
$97,056
Total expenses
$1,529,567
Net increase / (decrease)
$330,330
Schedule source
Schedule H

Related Form 5500 pages