American United Life Insurance Company Agents 401k Plan — Form 5500 plan (American United Life Insurance Company)

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 United Life Insurance Company Agents 401k Plan is a benefit plan reported by American United Life Insurance Company under EIN 35-0145825 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,093 participants and $51,157,755 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
American United Life Insurance Company
EIN
35-0145825
Plan number
004
Plan type
2
Location
Indianapolis, IN
Latest filing year
2023
Participants
1,093
End-of-year plan assets
$51,157,755

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,093H, C20241010090829NAL0009842211001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$51,157,755
Total liabilities (EOY)
$9,642
Net assets (EOY)
$51,148,113
Net assets (BOY)
$45,450,642

Income & contributions

Employer contributions
$2,107,051
Participant contributions
$2,841,502
Total contributions
$4,952,228
Total income / additions
$11,734,778

Expenses & distributions

Benefits paid
$5,996,974
Administrative expenses
$26,604
Total expenses
$6,037,307
Net increase / (decrease)
$5,697,471

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Forvis Mazars LlpNONE$18,200not reported in the loaded dataset2023
Feg AdvisorsNONE$5,398not reported in the loaded dataset2023

Related Form 5500 pages