Plan Snapshot
- Plan Sponsor: Ameritas Holding Company
- Sponsor EIN: 470806844
- Sponsor Address: 5900 O STREET, LINCOLN, NE, 68510
- Plan Type: Health & Welfare
- Plan Number: 522
- Total Participants: 339
- Total Assets: $12.8M
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 | 339 | $12.8M | $0 | $468,822 |
| 2023 | 369 | $11.8M | $0 | $524,985 |
| 2022 | 405 | $10.4M | $0 | $441,399 |
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 |
|---|---|---|---|---|
| UMR, INC. | Other Service Provider | $18,703 | — | $18,703 |
| MEADEN & MOORE, LTD. | Auditor | $18,550 | — | $18,550 |
| EXTEND HEALTH | Other Service Provider | $13,828 | — | $13,828 |
| QUANTUM | Other Service Provider | $7,493 | — | $7,493 |
| AMERITAS LIFE INSURANCE CORP. | Recordkeeper | $5,936 | — | $5,936 |
| U.S. BANK NATIONAL ASSOCIATION | Recordkeeper | $5,207 | — | $5,207 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MEADEN & MOORE, LTD. — Auditor
- AMERITAS LIFE INSURANCE CORP. — Recordkeeper
- U.S. BANK NATIONAL ASSOCIATION — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $69,717
- Estimated Expense Ratio: 0.547% 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 | $381,946 | — | $46,878 | $13,600 | — |
| 2023 | $322,208 | — | $62,335 | $13,300 | — |
| 2022 | $231,971 | — | $117,732 | — | $12,300 |