American Financial Group, Inc. Group Welfare Benefit Plan — Form 5500 plan (American Financial Group, 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 Financial Group, Inc. Group Welfare Benefit Plan is a benefit plan reported by American Financial Group, Inc. under EIN 31-1544320 and plan number 501. The latest loaded filing year is 2023. The filing reports 6,561 participants and $29,101,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Financial Group, Inc.
- EIN
- 31-1544320
- Plan number
- 501
- Plan type
- 2
- Location
- Cincinnati, OH
- Latest filing year
- 2023
- Participants
- 6,561
- End-of-year plan assets
- $29,101,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,561 | H, C | 20240927101058NAL0000967843001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,101,000
- Total liabilities (EOY)
- -$2,986,000
- Net assets (EOY)
- $32,087,000
- Net assets (BOY)
- $33,122,000
Income & contributions
- Employer contributions
- $72,525,000
- Participant contributions
- $15,403,000
- Total contributions
- $87,928,000
- Total income / additions
- $88,056,000
Expenses & distributions
- Benefits paid
- $78,063,000
- Administrative expenses
- $11,028,000
- Total expenses
- $89,091,000
- Net increase / (decrease)
- -$1,035,000
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| United Healthcare Services, Inc. | NONE | $3,945,000 | $0 | 2023 |
| Vitality | NONE | $903,000 | not reported in the loaded dataset | 2023 |
| Bind Benefits, Inc Dba Surest | NONE | $384,000 | not reported in the loaded dataset | 2023 |
| Quest Diagnostics | NONE | $349,000 | not reported in the loaded dataset | 2023 |
| United Behavioral Health Dba Optum | NONE | $282,000 | not reported in the loaded dataset | 2023 |
| Life Insurance Co Of North America | NONE | $122,000 | not reported in the loaded dataset | 2023 |
| Optumhealth Bank | NONE | $110,000 | not reported in the loaded dataset | 2023 |
| Walgreens | NONE | $50,000 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson | NONE | $38,000 | not reported in the loaded dataset | 2023 |
| Aon Consulting | NONE | $36,000 | not reported in the loaded dataset | 2023 |
| Clark,Schaefer,Hackett & Co | NONE | $24,000 | not reported in the loaded dataset | 2023 |
| Mercer | NONE | $23,000 | not reported in the loaded dataset | 2023 |
| American Heart Association | NONE | $14,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for American Financial Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cincinnati, OH
- United Healthcare Services, Inc. — Schedule C compensation
- Vitality — Schedule C compensation
- Bind Benefits, Inc Dba Surest — Schedule C compensation
- Quest Diagnostics — Schedule C compensation
- United Behavioral Health Dba Optum — Schedule C compensation
- Life Insurance Co Of North America — Schedule C compensation
- Optumhealth Bank — Schedule C compensation
- Walgreens — Schedule C compensation
- Willis Towers Watson — Schedule C compensation
- Aon Consulting — Schedule C compensation
- Clark,Schaefer,Hackett & Co — Schedule C compensation
- Mercer — Schedule C compensation
- American Heart Association — Schedule C compensation