2023 Form 5500 filing — Pan-American Life Insurance Company Savings And Retirement 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 20241014093724NAL0014712323001) for Pan-American Life Insurance Company Savings And Retirement Plan, reported by Pan-American Life Insurance Company under EIN 72-0281240 and plan number 006. It reports 952 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014093724NAL0014712323001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pan-American Life Insurance Company
- EIN
- 72-0281240
- Plan number
- 006
- Location
- New Orleans, LA
- Participants
- 952
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $155,569,872
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $155,569,872
- Employer contributions
- $3,476,766
- Participant contributions
- $5,521,530
- Total income / additions
- $34,667,026
- Benefits paid
- $8,316,950
- Administrative expenses
- $278,343
- Total expenses
- $8,607,269
- Net increase / (decrease)
- $26,059,757
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $278,343 | $0 |
| Alliant Insurance Services, Inc. | INVESTMENT ADVISORY | $0 | $95,319 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |