Atlanta Life Insurance Company Retirement Plan — Form 5500 plan (Atlanta Life Insurance 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, Atlanta Life Insurance Company Retirement Plan is a benefit plan reported by Atlanta Life Insurance Company under EIN 58-0146380 and plan number 003. The latest loaded filing year is 2023. The filing reports 107 participants and $2,293,502 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Atlanta Life Insurance Company
- EIN
- 58-0146380
- Plan number
- 003
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 107
- End-of-year plan assets
- $2,293,502
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 107 | H, C | 20250428195329NAL0008288435001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,293,502
- Total liabilities (EOY)
- $2,293,502
- Net assets (EOY)
- $0
- Net assets (BOY)
- $5,069,372
Income & contributions
- Employer contributions
- -$2,249,150
- Total contributions
- -$2,249,150
- Total income / additions
- -$2,122,108
Expenses & distributions
- Benefits paid
- $2,678,288
- Administrative expenses
- $268,976
- Total expenses
- $2,947,264
- Net increase / (decrease)
- -$5,069,372
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Benefits Advisors, Inc. | NONE | $205,739 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Greystone | NONE | $22,973 | not reported in the loaded dataset | 2023 |
| Comerica | NONE | $19,538 | not reported in the loaded dataset | 2023 |