Ameritas Agent 401(K) Retirement Plan — Form 5500 plan (Ameritas Holding 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, Ameritas Agent 401(K) Retirement Plan is a benefit plan reported by Ameritas Holding Company under EIN 47-0806844 and plan number 010. The latest loaded filing year is 2023. The filing reports 691 participants and $88,665,102 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$88.7MPlan net assets, end of year$88,658,781
Participants691Covered participants reported
Assets / participant$128.3KComputed: assets ÷ participants$128,314 (computed)
Provider compensation$93.8K1 Schedule C provider row(s)$93,765
- Plan sponsor
- Ameritas Holding Company
- EIN
- 47-0806844
- Plan number
- 010
- Plan type
- 2
- Location
- Lincoln, NE
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 691 | H, C | 20240823104434NAL0006302817001 |
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)$88.7M total assets
Net assets$88.7MLiabilities$6.3K
Full reported line items
Net assets
- Total assets (EOY)
- $88,665,102
- Total liabilities (EOY)
- $6,321
- Net assets (EOY)
- $88,658,781
- Net assets (BOY)
- $81,666,344
Income & contributions
- Employer contributions
- $1,133,559
- Participant contributions
- $3,530,073
- Total contributions
- $4,670,034
- Total income / additions
- $18,851,961
Expenses & distributions
- Benefits paid
- $11,765,759
- Administrative expenses
- $93,765
- Total expenses
- $11,859,524
- Net increase / (decrease)
- $6,992,437
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.
24%76%
Employer 24%Participant 76%
Total expenses ÷ net assets13%Computed ratio
Benefits paid ÷ total income62%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ameritas Life Insurance Corp. | AFFILIATE OF PLAN SPONSOR | $93,765 | $0 | 2023 |