# Ameritas Holding Company Health & Welfare Plan
Source: https://planprovider.pro/companies/ameritas-holding-company-470806844-523

> Ameritas Holding Company's Health & Welfare plan: 259 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:** 523

- **Total Participants:** 259

- **Total Assets:** $3.4M

## 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|259|$3.4M|$0|$32,894|

| 2023|276|$3.6M|$0|$37,234|

| 2022|319|$3.6M|$0|$43,479|

## 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|

| MEADEN & MOORE, LTD.|Auditor|$18,600|—|$18,600|

| U.S. BANK NATIONAL ASSOCIATION|Recordkeeper|$5,470|—|$5,470|

### 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

- [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:** $24,070

- **Estimated Expense Ratio:** 0.698% 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|$34,335|—|—|$13,100|—|

| 2023|$32,864|—|—|$12,900|—|

| 2022|$23,305|—|$5,480|—|$16,900|

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