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, Athene Savings & Retirement Plan is a benefit plan reported by Athene Annuity & Life Company under EIN 42-0175020 and plan number 102. The latest loaded filing year is 2023. The filing reports 2,406 participants and $293,744,263 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $293,744,263
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $293,744,263
- Net assets (BOY)
- $238,668,178
Income & contributions
- Employer contributions
- $11,213,340
- Participant contributions
- $16,762,290
- Total contributions
- $35,399,622
- Total income / additions
- $77,740,706
Expenses & distributions
- Benefits paid
- $22,466,683
- Administrative expenses
- $135,161
- Total expenses
- $22,664,621
- Net increase / (decrease)
- $55,076,085