2023 Form 5500 filing — Atlanta Life Insurance Company 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 20250428195329NAL0008288435001) for Atlanta Life Insurance Company Retirement Plan, reported by Atlanta Life Insurance Company under EIN 58-0146380 and plan number 003. It reports 107 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250428195329NAL0008288435001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Atlanta Life Insurance Company
- EIN
- 58-0146380
- Plan number
- 003
- Location
- Atlanta, GA
- Participants
- 107
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,293,502
- Total liabilities (EOY)
- $2,293,502
- Net assets (EOY)
- $0
- Employer contributions
- -$2,249,150
- Total income / additions
- -$2,122,108
- Benefits paid
- $2,678,288
- Administrative expenses
- $268,976
- Total expenses
- $2,947,264
- Net increase / (decrease)
- -$5,069,372
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Benefits Advisors, Inc. | NONE | $205,739 | not reported in the loaded dataset |
| Morgan Stanley Greystone | NONE | $22,973 | not reported in the loaded dataset |
| Comerica | NONE | $19,538 | not reported in the loaded dataset |