2023 Form 5500 filing — American Fidelity Companies Employee Savings 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 20241015072919NAL0028931137001) for American Fidelity Companies Employee Savings Plan, reported by American Fidelity Corporation under EIN 73-0966202 and plan number 002. It reports 4,446 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015072919NAL0028931137001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American Fidelity Corporation
- EIN
- 73-0966202
- Plan number
- 002
- Location
- Oklahoma City, OK
- Participants
- 4,446
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $750,633,750
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $750,633,750
- Employer contributions
- $21,095,192
- Participant contributions
- $32,985,749
- Total income / additions
- $173,513,328
- Benefits paid
- $56,640,082
- Administrative expenses
- $30,340
- Total expenses
- $56,670,422
- Net increase / (decrease)
- $116,842,906
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $27,742 | $0 |