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, American Fidelity Companies Employee Savings Plan is a benefit plan reported by American Fidelity Corporation under EIN 73-0966202 and plan number 002. The latest loaded filing year is 2023. The filing reports 4,446 participants and $750,633,750 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $750,633,750
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $750,633,750
- Net assets (BOY)
- $633,790,844
Income & contributions
- Employer contributions
- $21,095,192
- Participant contributions
- $32,985,749
- Total contributions
- $62,693,694
- Total income / additions
- $173,513,328
Expenses & distributions
- Benefits paid
- $56,640,082
- Administrative expenses
- $30,340
- Total expenses
- $56,670,422
- Net increase / (decrease)
- $116,842,906