Ameritas Holding Company Retiree Life 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 Life Voluntary Employee Beneficiary Association is a benefit plan reported by Ameritas Holding Company under EIN 47-0806844 and plan number 523. The latest loaded filing year is 2023. The filing reports 276 participants and $3,562,107 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
- 523
- Plan type
- 2
- Location
- Lincoln, NE
- Latest filing year
- 2023
- Participants
- 276
- End-of-year plan assets
- $3,562,107
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 276 | H, C | 20240823104434NAL0006302817005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,562,107
- Total liabilities (EOY)
- $15,814
- Net assets (EOY)
- $3,546,293
- Net assets (BOY)
- $3,545,504
Income & contributions
- Participant contributions
- $37,234
- Total contributions
- $37,234
- Total income / additions
- $222,027
Expenses & distributions
- Benefits paid
- $188,374
- Administrative expenses
- $32,864
- Total expenses
- $221,238
- Net increase / (decrease)
- $789
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Meaden & Moore, Ltd. | NONE | $17,650 | not reported in the loaded dataset | 2023 |
| U.S. Bank National Association | NONE | $5,480 | $0 | 2023 |