Plan5500

American Agricultural Insurance Company Employees Savings Trust — Form 5500 plan (American Agricultural 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 Agricultural Insurance Company Employees Savings Trust is a benefit plan reported by American Agricultural Insurance Company under EIN 36-2661954 and plan number 002. The latest loaded filing year is 2023. The filing reports 147 participants and $29,834,295 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$29.8MPlan net assets, end of year$29,834,295
Participants147Covered participants reported
Assets / participant$203KComputed: assets ÷ participants$202,954 (computed)
Provider compensation$16.3K3 Schedule C provider row(s)$16,327
Plan sponsor
American Agricultural Insurance Company
EIN
36-2661954
Plan number
002
Plan type
2
Location
Schaumburg, IL
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    147 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$29.8M total assets
Net assets$29.8MLiabilities$0
Money in vs. money out
Total income / additions$6.4M
Total expenses$2.2M
Benefits paid / distributions$2.2M
Contributions
Employer$370.3K
Participant$1.9M
Full reported line items

Net assets

Total assets (EOY)
$29,834,295
Total liabilities (EOY)
$0
Net assets (EOY)
$29,834,295
Net assets (BOY)
$25,642,997

Income & contributions

Employer contributions
$370,280
Participant contributions
$1,946,231
Total contributions
$2,439,216
Total income / additions
$6,381,788

Expenses & distributions

Benefits paid
$2,174,162
Administrative expenses
$16,328
Total expenses
$2,190,490
Net increase / (decrease)
$4,191,298
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 16%Participant 84%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income34%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Wells Fargo Clearing Services LLC$25.4K
    ADVISOR · Direct $25.4K
  2. 2
    Mma Securities$11.6K
    ADVISOR · Direct $11.6K
  3. 3
    Fidelity Investments Institutional-$20.7K
    RECORDKEEPER · Direct -$20.7K · Indirect $0

Related Form 5500 pages