Armed Forces Insurance Pension Plan — Form 5500 plan (Armed Forces Insurance Exchange)

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, Armed Forces Insurance Pension Plan is a benefit plan reported by Armed Forces Insurance Exchange under EIN 48-0933281 and plan number 001. The latest loaded filing year is 2023. The filing reports 296 participants and $30,464,279 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Armed Forces Insurance Exchange
EIN
48-0933281
Plan number
001
Plan type
2
Location
Leavenworth, KS
Latest filing year
2023
Participants
296
End-of-year plan assets
$30,464,279

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023296H, C20241015095745NAL0014356723001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$30,464,279
Total liabilities (EOY)
$294,501
Net assets (EOY)
$30,169,778
Net assets (BOY)
$28,640,700

Income & contributions

Total contributions
$0
Total income / additions
$3,481,339

Expenses & distributions

Benefits paid
$1,478,350
Administrative expenses
$473,911
Total expenses
$1,952,261
Net increase / (decrease)
$1,529,078

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
PrudentialCONT ADMIN/INV MGR$6,874$200,3402023

Related Form 5500 pages