Security Benefit Associates Pension Plan — Form 5500 plan (Security Benefit Corporation)

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, Security Benefit Associates Pension Plan is a benefit plan reported by Security Benefit Corporation under EIN 48-1202239 and plan number 001. The latest loaded filing year is 2023. The filing reports 518 participants and $52,657,821 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Security Benefit Corporation
EIN
48-1202239
Plan number
001
Plan type
2
Location
Topeka, KS
Latest filing year
2023
Participants
518
End-of-year plan assets
$52,657,821

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023518H, C20241014130905NAL0027350625001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$52,657,821
Total liabilities (EOY)
$0
Net assets (EOY)
$52,657,821
Net assets (BOY)
$50,251,248

Income & contributions

Total contributions
$0
Total income / additions
$4,655,492

Expenses & distributions

Benefits paid
$2,237,452
Administrative expenses
$11,467
Total expenses
$2,248,919
Net increase / (decrease)
$2,406,573

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley & Co LLCCUSTODIAL$9,361not reported in the loaded dataset2023

Related Form 5500 pages