American Insurance Acquisition, Inc. — Form 5500 plan (American Insurance Acquisition, Inc.)
Plain-English plan 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, American Insurance Acquisition, Inc. is a benefit plan reported by American Insurance Acquisition, Inc. under EIN 27-3539769 and plan number 001. The latest loaded filing year is 2023. The filing reports 142 participants and $12,756,263 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Insurance Acquisition, Inc.
- EIN
- 27-3539769
- Plan number
- 001
- Plan type
- 2
- Location
- Elk Grove Village, IL
- Latest filing year
- 2023
- Participants
- 142
- End-of-year plan assets
- $12,756,263
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 142 | H, C | 20240913080150NAL0004956931001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,756,263
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,756,263
- Net assets (BOY)
- $12,719,522
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $256,080
- Total contributions
- $256,080
- Total income / additions
- $2,522,976
Expenses & distributions
- Benefits paid
- $2,467,399
- Administrative expenses
- $18,836
- Total expenses
- $2,486,235
- Net increase / (decrease)
- $36,741
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Warady & Davis Llp | PLAN AUDITOR | $12,000 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $5,773 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $1,063 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for American Insurance Acquisition, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Elk Grove Village, IL
- Warady & Davis Llp — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation