American Income Life Insurance Company Collective Bargaining Agreement Employees Pension Plan — Form 5500 plan (American Income Life Insurance Co)

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 Income Life Insurance Company Collective Bargaining Agreement Employees Pension Plan is a benefit plan reported by American Income Life Insurance Co under EIN 74-1365936 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,054 participants and $43,428,055 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
American Income Life Insurance Co
EIN
74-1365936
Plan number
002
Plan type
2
Location
Waco, TX
Latest filing year
2023
Participants
1,054
End-of-year plan assets
$43,428,055

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,054H20241010153550NAL0010200003001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$43,428,055
Total liabilities (EOY)
$0
Net assets (EOY)
$43,428,055
Net assets (BOY)
$43,097,725

Income & contributions

Total contributions
$0
Total income / additions
$1,859,897

Expenses & distributions

Benefits paid
$1,432,511
Administrative expenses
$97,056
Total expenses
$1,529,567
Net increase / (decrease)
$330,330

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages