Ameritas Holding Company Retiree Medical Voluntary Employee Beneficiary Association — 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 Holding Company Retiree Medical Voluntary Employee Beneficiary Association is a benefit plan reported by Ameritas Holding Company under EIN 47-0806844 and plan number 522. The latest loaded filing year is 2023. The filing reports 369 participants and $11,826,138 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
- 522
- Plan type
- 2
- Location
- Lincoln, NE
- Latest filing year
- 2023
- Participants
- 369
- End-of-year plan assets
- $11,826,138
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 369 | H, C | 20240823104434NAL0006302817004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,826,138
- Total liabilities (EOY)
- $65,450
- Net assets (EOY)
- $11,760,688
- Net assets (BOY)
- $10,394,353
Income & contributions
- Participant contributions
- $524,985
- Total contributions
- $524,985
- Total income / additions
- $2,649,409
Expenses & distributions
- Benefits paid
- $960,866
- Administrative expenses
- $322,208
- Total expenses
- $1,283,074
- Net increase / (decrease)
- $1,366,335
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Umr, Inc. | NONE | $24,941 | not reported in the loaded dataset | 2023 |
| Extend Health | NONE | $19,183 | not reported in the loaded dataset | 2023 |
| Meaden & Moore, Ltd. | NONE | $18,050 | not reported in the loaded dataset | 2023 |
| Quantum | NONE | $11,947 | not reported in the loaded dataset | 2023 |
| Ameritas Life Insurance Corp | AFFILIATE | $6,263 | not reported in the loaded dataset | 2023 |
| U.S. Bank National Association | NONE | $4,278 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ameritas Holding Company
- 2023 Form 5500 filing
- Form 5500 filings in NE
- 401(k) and benefit plan filings in Lincoln, NE
- Umr, Inc. — Schedule C compensation
- Extend Health — Schedule C compensation
- Meaden & Moore, Ltd. — Schedule C compensation
- Quantum — Schedule C compensation
- Ameritas Life Insurance Corp — Schedule C compensation
- U.S. Bank National Association — Schedule C compensation