# Oneamerica Agents' Association, INC Health & Welfare Plan
Source: https://planprovider.pro/companies/oneamerica-agents-association-inc-832305378-550

> Oneamerica Agents' Association, INC's Health & Welfare plan: 794 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Oneamerica Agents' Association, INC

- **Sponsor EIN:** 832305378

- **Sponsor Address:** ONE AMERICAN SQUARE, INDIANAPOLIS, IN, 46206

- **Plan Type:** Health & Welfare

- **Plan Number:** 550

- **Total Participants:** 794

- **Total Assets:** $47,910

## 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|794|$47,910|$2.7M|$2.2M|

| 2023|797|$49,071|$2.3M|$2.0M|

| 2022|744|$53,624|$2.4M|$2.3M|

## 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|

| BUSINESSOLVER|Other Service Provider|$123,449|—|$123,449|

| FORVIS MAZARS, LLP|Other Service Provider|$30,350|—|$30,350|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $153,799

- **Estimated Expense Ratio:** 321.016% 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|$156,822|—|$123,449|$30,350|—|

| 2023|$144,036|—|$116,195|$27,841|—|

| 2022|$151,020|—|$123,953|—|$26,765|

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