# Ameritas Holding Company Health & Welfare Plan
Source: https://planprovider.pro/companies/ameritas-holding-company-470806844-522

> Ameritas Holding Company's Health & Welfare plan: 339 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/meaden-and-moore-ltd) — Auditor

- [AMERITAS LIFE INSURANCE CORP.](https://planprovider.pro/provider/ameritas-retirement-plans) — Recordkeeper

- [U.S. BANK NATIONAL ASSOCIATION](https://planprovider.pro/provider/john-hancock) — 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|

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