Plan5500

Retirement Plan Of American Fidelity Group — Form 5500 plan (American Fidelity 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, Retirement Plan Of American Fidelity Group is a benefit plan reported by American Fidelity Corporation under EIN 73-0966202 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,164 participants and $349,355,722 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
American Fidelity Corporation
EIN
73-0966202
Plan number
001
Plan type
2
Location
Oklahoma City, OK
Latest filing year
2023
Participants
2,164
End-of-year plan assets
$349,355,722

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,164H, C20241015071029NAL0028906737001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$349,355,722
Total liabilities (EOY)
$0
Net assets (EOY)
$349,355,722
Net assets (BOY)
$317,897,737

Income & contributions

Employer contributions
$8,375,599
Total contributions
$8,375,599
Total income / additions
$49,667,240

Expenses & distributions

Benefits paid
$17,603,707
Administrative expenses
$605,548
Total expenses
$18,209,255
Net increase / (decrease)
$31,457,985

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sage AdvisoryINVESTMENT MANAGEMENT$334,138not reported in the loaded dataset2023
Foster & FosterACTUARY$35,246not reported in the loaded dataset2023

Related Form 5500 pages