# American United Life Insurance Company Health & Welfare Plan
Source: https://planprovider.pro/companies/american-united-life-insurance-company-350145825-516

> American United Life Insurance Company's Health & Welfare plan: 2,400 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/lincoln-financial-group) — 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|

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