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: 517
- Total Participants: 0
- Total Assets: $75,486
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 | 0 | $75,486 | $112,703 | $147,217 |
| 2023 | 0 | $71,893 | $0 | $163,508 |
| 2022 | 0 | $187,184 | $0 | $177,435 |
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 |
|---|---|---|---|---|
| HARTFORD LIFE AND ACCIDENT | Other Service Provider | $64,609 | — | $64,609 |
| FORVIS MAZARS LLP | Other Service Provider | $23,530 | — | $23,530 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $88,139
- Estimated Expense Ratio: 116.762% 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 | $90,793 | — | $64,609 | $23,530 | — |
| 2023 | $96,685 | — | $72,247 | $22,690 | — |
| 2022 | $98,043 | — | — | — | $95,261 |