Ameritas 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 401(K) Retirement Plan is a benefit plan reported by Ameritas Holding Company under EIN 47-0806844 and plan number 333. The latest loaded filing year is 2023. The filing reports 3,863 participants and $741,589,085 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ameritas Holding Company
EIN
47-0806844
Plan number
333
Plan type
2
Location
Lincoln, NE
Latest filing year
2023
Participants
3,863
End-of-year plan assets
$741,589,085

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,863H, C20240823104434NAL0006302817002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$741,589,085
Total liabilities (EOY)
$278
Net assets (EOY)
$741,588,807
Net assets (BOY)
$636,210,578

Income & contributions

Employer contributions
$16,470,407
Participant contributions
$17,856,378
Total contributions
$39,262,036
Total income / additions
$159,485,179

Expenses & distributions

Benefits paid
$53,951,371
Administrative expenses
$155,579
Total expenses
$54,106,950
Net increase / (decrease)
$105,378,229

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ameritas Life Insurance Corp.AFFILIATE OF PLAN SPONSOR$155,579$02023

Related Form 5500 pages