2023 Form 5500 filing — American United Life Insurance Company Employees Retirement 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 20241014090231NAL0013033779001) for American United Life Insurance Company Employees Retirement Plan And Trust, reported by Oneamerica Financial Partners Inc. under EIN 35-2126602 and plan number 001. It reports 3,893 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014090231NAL0013033779001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Oneamerica Financial Partners Inc.
- EIN
- 35-2126602
- Plan number
- 001
- Location
- Indianapolis, IN
- Participants
- 3,893
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $467,753,957
- Total liabilities (EOY)
- $252,871
- Net assets (EOY)
- $467,501,086
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $72,810,320
- Benefits paid
- $14,424,678
- Administrative expenses
- $83,334
- Total expenses
- $14,508,012
- Net increase / (decrease)
- $58,302,308
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $0 | $82,929 |
| Forvis Mazars LLC | NONE | $0 | $26,385 |
| American United Life Insurance Co. | SERVICE PROVIDER | $0 | $0 |