Armed Forces Insurance Retirement Savings 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 Retirement Savings Plan is a benefit plan reported by Armed Forces Insurance Exchange under EIN 48-0933281 and plan number 003. The latest loaded filing year is 2023. The filing reports 227 participants and $32,576,242 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
- 003
- Plan type
- 2
- Location
- Leavenworth, KS
- Latest filing year
- 2023
- Participants
- 227
- End-of-year plan assets
- $32,576,242
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 227 | H, C | 20240925100610NAL0005379555001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,576,242
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,576,242
- Net assets (BOY)
- $30,985,964
Income & contributions
- Employer contributions
- $955,092
- Participant contributions
- $1,086,368
- Total contributions
- $2,046,685
- Total income / additions
- $7,213,146
Expenses & distributions
- Benefits paid
- $5,622,418
- Administrative expenses
- $450
- Total expenses
- $5,622,868
- Net increase / (decrease)
- $1,590,278
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ascensus LLC | NONE | $450 | $0 | 2023 |