Pan-American Life Insurance Company Savings And Retirement Plan — Form 5500 plan (Pan-American 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, Pan-American Life Insurance Company Savings And Retirement Plan is a benefit plan reported by Pan-American Life Insurance Company under EIN 72-0281240 and plan number 006. The latest loaded filing year is 2023. The filing reports 952 participants and $155,569,872 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pan-American Life Insurance Company
- EIN
- 72-0281240
- Plan number
- 006
- Plan type
- 2
- Location
- New Orleans, LA
- Latest filing year
- 2023
- Participants
- 952
- End-of-year plan assets
- $155,569,872
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 952 | H, C | 20241014093724NAL0014712323001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $155,569,872
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $155,569,872
- Net assets (BOY)
- $129,510,115
Income & contributions
- Employer contributions
- $3,476,766
- Participant contributions
- $5,521,530
- Total contributions
- $9,693,657
- Total income / additions
- $34,667,026
Expenses & distributions
- Benefits paid
- $8,316,950
- Administrative expenses
- $278,343
- Total expenses
- $8,607,269
- Net increase / (decrease)
- $26,059,757
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $278,343 | $0 | 2023 |
| Alliant Insurance Services, Inc. | INVESTMENT ADVISORY | $0 | $95,319 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pan-American Life Insurance Company
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in New Orleans, LA
- Principal Life Insurance Company — Schedule C compensation
- Alliant Insurance Services, Inc. — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation