Plan Snapshot
- Plan Sponsor: American United Life Insurance Company
- Sponsor EIN: 350145825
- Sponsor Address: 1 AMERICAN SQUARE, INDIANAPOLIS, IN, 462820020
- Plan Type: Health & Welfare
- Plan Number: 516
- Total Participants: 2,400
- Total Assets: $7.4M
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 | 2,400 | $7.4M | $29.8M | $10.6M |
| 2023 | 2,555 | $6.9M | $28.6M | $10.1M |
| 2022 | 2,429 | $6.2M | $24.9M | $10.0M |
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 |
|---|---|---|---|---|
| MARATHON HEALTH, LLC | Other Service Provider | $1,064,820 | — | $1,064,820 |
| UMR, INC. | Other Service Provider | $962,104 | — | $962,104 |
| HARTFORD LIFE AND ACCIDENT | Other Service Provider | $383,256 | — | $383,256 |
| JODY HIRST | Other Service Provider | $88,042 | — | $88,042 |
| CVS PHARMACY | Other Service Provider | $55,568 | — | $55,568 |
| THE VISIBILITY COMPANY (PROPEL) | Other Service Provider | $45,116 | — | $45,116 |
| TOWERS WATSON | Recordkeeper | $41,500 | — | $41,500 |
| FORVIS MAZARS, LLP | Other Service Provider | $31,830 | — | $31,830 |
| QUIZZIFY, LLC | Other Service Provider | $27,600 | — | $27,600 |
| AMERICAN UNITED LIFE INSURANCE | Other Service Provider | $14,316 | — | $14,316 |
| ST. VINCENT HOSPITAL | Other Service Provider | $10,032 | — | $10,032 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TOWERS WATSON — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,724,184
- Estimated Expense Ratio: 36.934% 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 | $2,726,684 | — | $2,565,312 | $31,830 | — |
| 2023 | $2,725,239 | — | $2,576,663 | $30,690 | — |
| 2022 | $2,687,248 | — | $2,559,573 | — | $127,032 |