# American Financial Group, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/american-financial-group-inc-311544320-501

> American Financial Group, INC.'s Health & Welfare plan: 7,135 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** American Financial Group, INC.

- **Sponsor EIN:** 311544320

- **Sponsor Address:** GREAT AMERICAN TOWER, CINCINNATI, OH, 45202

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 7,135

- **Total Assets:** $32.4M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|7,135|$32.4M|$83.0M|$19.4M|

| 2023|6,933|$29.1M|$72.5M|$15.4M|

| 2022|6,275|$30.8M|$59.1M|$13.2M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| UNITED HEALTHCARE SERVICES, INC.|Other Service Provider|$4,790,000|—|$4,790,000|

| VITALITY|Other Service Provider|$1,013,000|—|$1,013,000|

| QUEST DIAGNOSTICS|Other Service Provider|$397,000|—|$397,000|

| UNITED BEHAVIORAL HEALTH DBA OPTUM|Other Service Provider|$298,000|—|$298,000|

| LIFE INSURANCE CO OF NORTH AMERICA|Other Service Provider|$129,000|—|$129,000|

| OPTUMHEALTH BANK|Other Service Provider|$117,000|—|$117,000|

| WILLIS TOWERS WATSON|Other Service Provider|$79,000|—|$79,000|

| WALGREENS|Other Service Provider|$40,000|—|$40,000|

| CLARK,SCHAEFER,HACKETT & CO|Other Service Provider|$24,000|—|$24,000|

| MERCER|Investment Advisor|$23,000|—|$23,000|

| AMERICAN HEART ASSOCIATION|Other Service Provider|$15,000|—|$15,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MERCER](https://planprovider.pro/provider/mercer-advisors) — Investment Advisor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $6,925,000

- **Estimated Expense Ratio:** 21.364% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$11,682,000|—|$5,217,000|$24,000|—|

| 2023|$11,028,000|—|$4,733,000|$24,000|—|

| 2022|$9,656,000|—|$4,354,000|—|$240,000|

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