Oneamerica Agents' Association Welfare Benefits Plan — Form 5500 plan (Oneamerica Agents' Association, Inc)
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, Oneamerica Agents' Association Welfare Benefits Plan is a benefit plan reported by Oneamerica Agents' Association, Inc under EIN 83-2305378 and plan number 550. The latest loaded filing year is 2023. The filing reports 699 participants and $49,071 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oneamerica Agents' Association, Inc
- EIN
- 83-2305378
- Plan number
- 550
- Plan type
- 3
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- 699
- End-of-year plan assets
- $49,071
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 699 | H, C | 20241008182510NAL0030770304001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $49,071
- Net assets (EOY)
- $49,071
- Net assets (BOY)
- $53,624
Income & contributions
- Employer contributions
- $2,312,680
- Participant contributions
- $1,998,621
- Total contributions
- $5,193,635
- Total income / additions
- $5,193,635
Expenses & distributions
- Benefits paid
- $5,054,152
- Administrative expenses
- $144,036
- Total expenses
- $5,198,188
- Net increase / (decrease)
- -$4,553
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capstone Administrators, LLC | NONE | $116,195 | not reported in the loaded dataset | 2023 |
| Forvis Mazars, Llp | NONE | $27,841 | not reported in the loaded dataset | 2023 |