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AMERICAN FIDELITY COMPANIES EMPLOYEE SAVINGS PLAN 401k Plan overview

Plan NameAMERICAN FIDELITY COMPANIES EMPLOYEE SAVINGS PLAN
Plan identification number 002

AMERICAN FIDELITY COMPANIES EMPLOYEE SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • Life insurance

401k Sponsoring company profile

AMERICAN FIDELITY CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:AMERICAN FIDELITY CORPORATION
Employer identification number (EIN):730966202
NAIC Classification:551112
NAIC Description:Offices of Other Holding Companies

Additional information about AMERICAN FIDELITY CORPORATION

Jurisdiction of Incorporation: Oklahoma Secretary Of State
Incorporation Date:
Company Identification Number: 2300273517

More information about AMERICAN FIDELITY CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN FIDELITY COMPANIES EMPLOYEE SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01LORIANNE DENSLOW LORIANNE DENSLOW2018-10-12
0022016-01-01KIM HOLEKAMP KIM HOLEKAMP2017-10-13
0022015-01-01KIM HOLEKAMP KIM HOLEKAMP2016-10-17
0022014-01-01KIM HOLEKAMP KIM HOLEKAMP2015-10-14
0022013-01-01KIM HOLEKAMP KIM HOLEKAMP2014-10-15
0022012-01-01KIM HOLEKAMP KIM HOLEKAMP2013-10-15
0022011-01-01KIM HOLEKAMP KIM HOLEKAMP2012-10-22
0022009-01-01KIM HOLEKAMP KIM HOLEKAMP2010-10-14

Plan Statistics for AMERICAN FIDELITY COMPANIES EMPLOYEE SAVINGS PLAN

401k plan membership statisitcs for AMERICAN FIDELITY COMPANIES EMPLOYEE SAVINGS PLAN

Measure Date Value
2022: AMERICAN FIDELITY COMPANIES EMPLOYEE SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-014,683
Total number of active participants reported on line 7a of the Form 55002022-01-013,412
Number of retired or separated participants receiving benefits2022-01-0144
Number of other retired or separated participants entitled to future benefits2022-01-01928
Total of all active and inactive participants2022-01-014,384
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0112
Total participants2022-01-014,396
Number of participants with account balances2022-01-014,325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01155
2021: AMERICAN FIDELITY COMPANIES EMPLOYEE SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-014,475
Total number of active participants reported on line 7a of the Form 55002021-01-013,230
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-011,338
Total of all active and inactive participants2021-01-014,568
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-014,568
Number of participants with account balances2021-01-014,499
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01101
2020: AMERICAN FIDELITY COMPANIES EMPLOYEE SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-014,421
Total number of active participants reported on line 7a of the Form 55002020-01-013,308
Number of retired or separated participants receiving benefits2020-01-01308
Number of other retired or separated participants entitled to future benefits2020-01-01959
Total of all active and inactive participants2020-01-014,575
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-014,577
Number of participants with account balances2020-01-014,554
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0198
2019: AMERICAN FIDELITY COMPANIES EMPLOYEE SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-014,512
Total number of active participants reported on line 7a of the Form 55002019-01-013,162
Number of retired or separated participants receiving benefits2019-01-01298
Number of other retired or separated participants entitled to future benefits2019-01-01906
Total of all active and inactive participants2019-01-014,366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-014,368
Number of participants with account balances2019-01-014,324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01130
2018: AMERICAN FIDELITY COMPANIES EMPLOYEE SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-014,296
Total number of active participants reported on line 7a of the Form 55002018-01-013,131
Number of retired or separated participants receiving benefits2018-01-01370
Number of other retired or separated participants entitled to future benefits2018-01-01971
Total of all active and inactive participants2018-01-014,472
Total participants2018-01-014,472
Number of participants with account balances2018-01-014,435
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01170
2017: AMERICAN FIDELITY COMPANIES EMPLOYEE SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-014,086
Total number of active participants reported on line 7a of the Form 55002017-01-013,161
Number of retired or separated participants receiving benefits2017-01-01235
Number of other retired or separated participants entitled to future benefits2017-01-01861
Total of all active and inactive participants2017-01-014,257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-014,259
Number of participants with account balances2017-01-014,206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01173
2016: AMERICAN FIDELITY COMPANIES EMPLOYEE SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013,843
Total number of active participants reported on line 7a of the Form 55002016-01-013,022
Number of retired or separated participants receiving benefits2016-01-01227
Number of other retired or separated participants entitled to future benefits2016-01-01759
Total of all active and inactive participants2016-01-014,008
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-014,008
Number of participants with account balances2016-01-013,897
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01139
2015: AMERICAN FIDELITY COMPANIES EMPLOYEE SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013,462
Total number of active participants reported on line 7a of the Form 55002015-01-012,628
Number of retired or separated participants receiving benefits2015-01-01216
Number of other retired or separated participants entitled to future benefits2015-01-01656
Total of all active and inactive participants2015-01-013,500
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-013,501
Number of participants with account balances2015-01-013,369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01121
2014: AMERICAN FIDELITY COMPANIES EMPLOYEE SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,373
Total number of active participants reported on line 7a of the Form 55002014-01-012,542
Number of retired or separated participants receiving benefits2014-01-01210
Number of other retired or separated participants entitled to future benefits2014-01-01625
Total of all active and inactive participants2014-01-013,377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-013,379
Number of participants with account balances2014-01-013,110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01114
2013: AMERICAN FIDELITY COMPANIES EMPLOYEE SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013,208
Total number of active participants reported on line 7a of the Form 55002013-01-012,398
Number of retired or separated participants receiving benefits2013-01-01191
Number of other retired or separated participants entitled to future benefits2013-01-01595
Total of all active and inactive participants2013-01-013,184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-013,185
Number of participants with account balances2013-01-012,919
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0199
2012: AMERICAN FIDELITY COMPANIES EMPLOYEE SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013,101
Total number of active participants reported on line 7a of the Form 55002012-01-012,353
Number of retired or separated participants receiving benefits2012-01-01176
Number of other retired or separated participants entitled to future benefits2012-01-01596
Total of all active and inactive participants2012-01-013,125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-013,126
Number of participants with account balances2012-01-012,867
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01107
2011: AMERICAN FIDELITY COMPANIES EMPLOYEE SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,796
Total number of active participants reported on line 7a of the Form 55002011-01-012,106
Number of retired or separated participants receiving benefits2011-01-01151
Number of other retired or separated participants entitled to future benefits2011-01-01515
Total of all active and inactive participants2011-01-012,772
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-012,773
Number of participants with account balances2011-01-012,563
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0184
2009: AMERICAN FIDELITY COMPANIES EMPLOYEE SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,735
Total number of active participants reported on line 7a of the Form 55002009-01-012,127
Number of retired or separated participants receiving benefits2009-01-01115
Number of other retired or separated participants entitled to future benefits2009-01-01472
Total of all active and inactive participants2009-01-012,714
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-012,714
Number of participants with account balances2009-01-012,494
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01124

Financial Data on AMERICAN FIDELITY COMPANIES EMPLOYEE SAVINGS PLAN

Measure Date Value
2022 : AMERICAN FIDELITY COMPANIES EMPLOYEE SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-48,466,878
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$51,857,782
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$51,835,010
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$58,482,465
Value of total assets at end of year2022-12-31$633,790,844
Value of total assets at beginning of year2022-12-31$734,115,504
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$22,772
Total interest from all sources2022-12-31$564,368
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$6,652,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$6,652,000
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$29,541,366
Participant contributions at end of year2022-12-31$10,053,433
Participant contributions at beginning of year2022-12-31$9,968,088
Participant contributions at end of year2022-12-31$9,861
Participant contributions at beginning of year2022-12-31$476
Assets. Other investments not covered elsewhere at end of year2022-12-31$7,236,319
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$2,529,598
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$6,221,335
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$233,460
Other income not declared elsewhere2022-12-31$-243,825
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-100,324,660
Value of net assets at end of year (total assets less liabilities)2022-12-31$633,790,844
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$734,115,504
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$259,781,160
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$295,630,767
Value of interest in pooled separate accounts at end of year2022-12-31$1,899,949
Value of interest in pooled separate accounts at beginning of year2022-12-31$229,793
Interest on participant loans2022-12-31$564,368
Value of interest in common/collective trusts at end of year2022-12-31$350,570,144
Value of interest in common/collective trusts at beginning of year2022-12-31$425,513,509
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-56,434,577
Net investment gain/loss from pooled separate accounts2022-12-31$-176,703
Net investment gain or loss from common/collective trusts2022-12-31$-57,310,606
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$22,719,764
Employer contributions (assets) at end of year2022-12-31$4,239,978
Employer contributions (assets) at beginning of year2022-12-31$243,273
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$51,601,550
Contract administrator fees2022-12-31$22,772
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS LLP
Accountancy firm EIN2022-12-31440160260
2021 : AMERICAN FIDELITY COMPANIES EMPLOYEE SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$140,676,558
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$57,741,501
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$57,740,608
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$46,472,266
Value of total assets at end of year2021-12-31$734,115,504
Value of total assets at beginning of year2021-12-31$651,180,447
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$893
Total interest from all sources2021-12-31$1,107,553
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$8,769,136
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$8,769,136
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$27,127,660
Participant contributions at end of year2021-12-31$9,968,088
Participant contributions at beginning of year2021-12-31$10,237,999
Participant contributions at end of year2021-12-31$476
Participant contributions at beginning of year2021-12-31$75,078
Assets. Other investments not covered elsewhere at end of year2021-12-31$2,529,598
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$40,291
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$5,473,242
Other income not declared elsewhere2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$82,935,057
Value of net assets at end of year (total assets less liabilities)2021-12-31$734,115,504
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$651,180,447
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$295,630,767
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$545,078,519
Value of interest in pooled separate accounts at end of year2021-12-31$229,793
Interest on participant loans2021-12-31$71,496
Interest earned on other investments2021-12-31$1,036,057
Value of interest in common/collective trusts at end of year2021-12-31$425,513,509
Value of interest in common/collective trusts at beginning of year2021-12-31$13,319,400
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$13,852,320
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$13,852,320
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$64,579,663
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$84,327,603
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$13,871,364
Employer contributions (assets) at end of year2021-12-31$243,273
Employer contributions (assets) at beginning of year2021-12-31$3,997,177
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$57,740,608
Contract administrator fees2021-12-31$893
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS LLP
Accountancy firm EIN2021-12-31440160260
2020 : AMERICAN FIDELITY COMPANIES EMPLOYEE SAVINGS PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$148,589,031
Total of all expenses incurred2020-12-31$37,188,534
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$37,188,534
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$51,032,205
Value of total assets at end of year2020-12-31$651,180,447
Value of total assets at beginning of year2020-12-31$539,779,950
Total interest from all sources2020-12-31$1,946,435
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$19,536,235
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$19,536,235
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$25,252,232
Participant contributions at end of year2020-12-31$10,237,999
Participant contributions at beginning of year2020-12-31$10,676,829
Assets. Other investments not covered elsewhere at end of year2020-12-31$40,291
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$73,318
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$9,168,930
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$75,078
Other income not declared elsewhere2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$111,400,497
Value of net assets at end of year (total assets less liabilities)2020-12-31$651,180,447
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$539,779,950
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$545,078,519
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$456,274,756
Interest on participant loans2020-12-31$688,305
Interest earned on other investments2020-12-31$1,258,130
Value of interest in common/collective trusts at end of year2020-12-31$13,319,400
Value of interest in common/collective trusts at beginning of year2020-12-31$8,245,163
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$13,852,320
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$6,889,287
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$6,889,287
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$64,579,663
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$53,952,435
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$76,074,156
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$16,611,043
Employer contributions (assets) at end of year2020-12-31$3,997,177
Employer contributions (assets) at beginning of year2020-12-31$3,668,162
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$37,188,534
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BKD, LLP
Accountancy firm EIN2020-12-31440160260
2019 : AMERICAN FIDELITY COMPANIES EMPLOYEE SAVINGS PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$133,154,242
Total of all expenses incurred2019-12-31$29,126,947
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$29,126,947
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$45,373,350
Value of total assets at end of year2019-12-31$539,779,950
Value of total assets at beginning of year2019-12-31$435,752,655
Total interest from all sources2019-12-31$1,549,485
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$18,741,563
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$18,741,563
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$23,391,656
Participant contributions at end of year2019-12-31$10,676,829
Participant contributions at beginning of year2019-12-31$10,477,851
Assets. Other investments not covered elsewhere at end of year2019-12-31$73,318
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$73,852
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$6,828,463
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$104,027,295
Value of net assets at end of year (total assets less liabilities)2019-12-31$539,779,950
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$435,752,655
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$456,274,756
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$355,312,405
Interest on participant loans2019-12-31$668,305
Interest earned on other investments2019-12-31$881,180
Value of interest in common/collective trusts at end of year2019-12-31$8,245,163
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$6,889,287
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$13,915,558
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$13,915,558
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$53,952,435
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$52,564,888
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$67,489,844
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$15,153,231
Employer contributions (assets) at end of year2019-12-31$3,668,162
Employer contributions (assets) at beginning of year2019-12-31$3,408,101
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$29,126,947
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31BKD, LLP
Accountancy firm EIN2019-12-31440160260
2018 : AMERICAN FIDELITY COMPANIES EMPLOYEE SAVINGS PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$29,407,593
Total of all expenses incurred2018-12-31$28,475,696
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$28,475,696
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$47,505,341
Value of total assets at end of year2018-12-31$435,752,655
Value of total assets at beginning of year2018-12-31$434,820,758
Total interest from all sources2018-12-31$1,235,089
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$22,562,105
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$22,562,105
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$7,500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$21,597,215
Participant contributions at end of year2018-12-31$10,477,851
Participant contributions at beginning of year2018-12-31$9,381,305
Assets. Other investments not covered elsewhere at end of year2018-12-31$73,852
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$77,481
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$11,907,202
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$931,897
Value of net assets at end of year (total assets less liabilities)2018-12-31$435,752,655
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$434,820,758
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$355,312,405
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$367,249,816
Interest on participant loans2018-12-31$551,803
Interest earned on other investments2018-12-31$683,286
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$13,915,558
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$52,564,888
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$54,794,678
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-41,894,942
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$14,000,924
Employer contributions (assets) at end of year2018-12-31$3,408,101
Employer contributions (assets) at beginning of year2018-12-31$3,317,478
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$28,475,696
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31BKD, LLP
Accountancy firm EIN2018-12-31440160260
2017 : AMERICAN FIDELITY COMPANIES EMPLOYEE SAVINGS PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$100,565,529
Total of all expenses incurred2017-12-31$15,810,404
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$15,810,404
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$42,456,092
Value of total assets at end of year2017-12-31$434,820,758
Value of total assets at beginning of year2017-12-31$350,065,633
Total interest from all sources2017-12-31$1,122,179
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$17,171,872
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$17,171,872
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$7,500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$19,891,815
Participant contributions at end of year2017-12-31$9,381,305
Participant contributions at beginning of year2017-12-31$8,397,300
Assets. Other investments not covered elsewhere at end of year2017-12-31$77,481
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$-190,223
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$9,319,707
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$84,755,125
Value of net assets at end of year (total assets less liabilities)2017-12-31$434,820,758
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$350,065,633
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$367,249,816
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$279,587,671
Interest on participant loans2017-12-31$416,262
Interest earned on other investments2017-12-31$705,917
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$54,794,678
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$59,189,009
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$39,815,386
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$13,244,570
Employer contributions (assets) at end of year2017-12-31$3,317,478
Employer contributions (assets) at beginning of year2017-12-31$3,081,876
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$15,810,404
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31BKD, LLP
Accountancy firm EIN2017-12-31440160260
2016 : AMERICAN FIDELITY COMPANIES EMPLOYEE SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$98,033
Total income from all sources (including contributions)2016-12-31$58,143,800
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$19,694,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$19,694,075
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$38,003,602
Value of total assets at end of year2016-12-31$350,065,633
Value of total assets at beginning of year2016-12-31$311,713,941
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$984,006
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$10,240,749
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$10,240,749
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$7,500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$17,779,551
Participant contributions at end of year2016-12-31$8,397,300
Participant contributions at beginning of year2016-12-31$8,096,681
Assets. Other investments not covered elsewhere at end of year2016-12-31$-190,223
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$-87,927
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$8,151,701
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$98,033
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$38,449,725
Value of net assets at end of year (total assets less liabilities)2016-12-31$350,065,633
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$311,615,908
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$279,587,671
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$245,872,203
Interest on participant loans2016-12-31$347,143
Interest earned on other investments2016-12-31$636,863
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$59,189,009
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$55,100,654
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$8,915,443
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$12,072,350
Employer contributions (assets) at end of year2016-12-31$3,081,876
Employer contributions (assets) at beginning of year2016-12-31$2,732,330
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$19,694,075
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31BKD, LLP
Accountancy firm EIN2016-12-31440160260
2015 : AMERICAN FIDELITY COMPANIES EMPLOYEE SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$98,033
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$29,818
Total income from all sources (including contributions)2015-12-31$31,604,037
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$16,411,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$16,411,027
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$30,081,128
Value of total assets at end of year2015-12-31$311,713,941
Value of total assets at beginning of year2015-12-31$296,452,716
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$1,099,813
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$13,298,632
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$13,298,632
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$7,500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$16,012,280
Participant contributions at end of year2015-12-31$8,096,681
Participant contributions at beginning of year2015-12-31$8,040,873
Assets. Other investments not covered elsewhere at end of year2015-12-31$-87,927
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$102,017
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$3,744,466
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$219,633
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$98,033
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$29,818
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$15,193,010
Value of net assets at end of year (total assets less liabilities)2015-12-31$311,615,908
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$296,422,898
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$245,872,203
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$238,997,686
Interest on participant loans2015-12-31$344,332
Interest earned on other investments2015-12-31$755,481
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$55,100,654
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$49,092,507
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-12,875,536
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$10,324,382
Employer contributions (assets) at end of year2015-12-31$2,732,330
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$16,411,027
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31BKD, LLP
Accountancy firm EIN2015-12-31440160260
2014 : AMERICAN FIDELITY COMPANIES EMPLOYEE SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$29,818
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$167,311
Total income from all sources (including contributions)2014-12-31$40,333,104
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$17,897,723
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$17,867,905
Value of total corrective distributions2014-12-31$29,818
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$25,233,189
Value of total assets at end of year2014-12-31$296,452,716
Value of total assets at beginning of year2014-12-31$274,154,828
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$1,106,660
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$11,852,118
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$11,852,118
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$7,500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$13,986,641
Participant contributions at end of year2014-12-31$8,040,873
Participant contributions at beginning of year2014-12-31$8,127,615
Assets. Other investments not covered elsewhere at end of year2014-12-31$102,017
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$114,133
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$5,372,368
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$219,633
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$29,818
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$167,311
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$22,435,381
Value of net assets at end of year (total assets less liabilities)2014-12-31$296,422,898
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$273,987,517
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$238,997,686
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$211,313,867
Interest earned on other investments2014-12-31$1,106,660
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$49,092,507
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$54,599,213
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,141,137
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$5,874,180
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$17,867,905
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31BKD, LLP
Accountancy firm EIN2014-12-31440160260
2013 : AMERICAN FIDELITY COMPANIES EMPLOYEE SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$167,311
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$289,055
Total income from all sources (including contributions)2013-12-31$67,114,292
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$14,583,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$14,583,802
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$22,247,503
Value of total assets at end of year2013-12-31$274,154,828
Value of total assets at beginning of year2013-12-31$221,746,082
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$1,727,667
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$7,935,005
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$7,935,005
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$7,500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$12,094,560
Participant contributions at end of year2013-12-31$8,127,615
Participant contributions at beginning of year2013-12-31$8,078,788
Assets. Other investments not covered elsewhere at end of year2013-12-31$114,133
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$147,851
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$4,931,971
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$167,311
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$289,055
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$105,573
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$52,530,490
Value of net assets at end of year (total assets less liabilities)2013-12-31$273,987,517
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$221,457,027
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$211,313,867
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$160,755,118
Interest earned on other investments2013-12-31$1,727,667
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$54,599,213
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$52,658,752
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$35,204,117
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$5,220,972
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$14,583,802
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31BKD, LLP
Accountancy firm EIN2013-12-31440160260
2012 : AMERICAN FIDELITY COMPANIES EMPLOYEE SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$7,454,976
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$289,055
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$102,304
Total income from all sources (including contributions)2012-12-31$42,727,912
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$10,431,144
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$10,431,144
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$19,104,785
Value of total assets at end of year2012-12-31$221,746,082
Value of total assets at beginning of year2012-12-31$181,807,587
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$1,634,467
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$3,666,692
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$3,666,692
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$11,338,061
Participant contributions at end of year2012-12-31$8,078,788
Participant contributions at beginning of year2012-12-31$7,141,981
Assets. Other investments not covered elsewhere at end of year2012-12-31$147,851
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$145,548
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,973,569
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$289,055
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$102,304
Total non interest bearing cash at end of year2012-12-31$105,573
Total non interest bearing cash at beginning of year2012-12-31$103,426
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$32,296,768
Value of net assets at end of year (total assets less liabilities)2012-12-31$221,457,027
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$181,705,283
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$160,755,118
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$132,525,989
Interest earned on other investments2012-12-31$1,634,467
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$52,658,752
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$41,890,643
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$18,321,968
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$4,793,155
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$10,431,144
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31BKD, LLP
Accountancy firm EIN2012-12-31440160260
2011 : AMERICAN FIDELITY COMPANIES EMPLOYEE SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$102,304
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$156,429
Total income from all sources (including contributions)2011-12-31$13,442,445
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$8,826,948
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$8,826,948
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$16,057,261
Value of total assets at end of year2011-12-31$181,807,587
Value of total assets at beginning of year2011-12-31$177,246,215
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$1,310,744
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$2,768,479
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$2,768,479
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$10,254,473
Participant contributions at end of year2011-12-31$7,141,981
Participant contributions at beginning of year2011-12-31$6,837,222
Assets. Other investments not covered elsewhere at end of year2011-12-31$145,548
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$169,138
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,538,454
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$102,304
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$156,429
Total non interest bearing cash at end of year2011-12-31$103,426
Total non interest bearing cash at beginning of year2011-12-31$108,438
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$4,615,497
Value of net assets at end of year (total assets less liabilities)2011-12-31$181,705,283
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$177,089,786
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$132,525,989
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$135,221,522
Interest earned on other investments2011-12-31$1,310,744
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$41,890,643
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$34,909,895
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-6,694,039
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$4,264,334
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$8,826,948
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31BKD, LLP
Accountancy firm EIN2011-12-31440160260
2010 : AMERICAN FIDELITY COMPANIES EMPLOYEE SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$156,429
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$240,194
Total income from all sources (including contributions)2010-12-31$31,458,668
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$6,967,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$6,967,567
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$14,897,172
Value of total assets at end of year2010-12-31$177,246,215
Value of total assets at beginning of year2010-12-31$152,838,879
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$1,073,865
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$2,411,420
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$2,411,420
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$9,832,637
Participant contributions at end of year2010-12-31$6,837,222
Participant contributions at beginning of year2010-12-31$5,915,287
Assets. Other investments not covered elsewhere at end of year2010-12-31$169,138
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$163,905
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$928,672
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$156,429
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$240,194
Total non interest bearing cash at end of year2010-12-31$108,438
Total non interest bearing cash at beginning of year2010-12-31$84,313
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$24,491,101
Value of net assets at end of year (total assets less liabilities)2010-12-31$177,089,786
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$152,598,685
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$135,221,522
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$119,979,236
Interest earned on other investments2010-12-31$1,073,865
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$34,909,895
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$26,696,138
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$13,076,211
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$4,135,863
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$6,967,567
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31BKD,LLP
Accountancy firm EIN2010-12-31440160260
2009 : AMERICAN FIDELITY COMPANIES EMPLOYEE SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for AMERICAN FIDELITY COMPANIES EMPLOYEE SAVINGS PLAN

2022: AMERICAN FIDELITY COMPANIES EMPLOYEE SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: AMERICAN FIDELITY COMPANIES EMPLOYEE SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01First time form 5500 has been submittedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: AMERICAN FIDELITY COMPANIES EMPLOYEE SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: AMERICAN FIDELITY COMPANIES EMPLOYEE SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: AMERICAN FIDELITY COMPANIES EMPLOYEE SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: AMERICAN FIDELITY COMPANIES EMPLOYEE SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: AMERICAN FIDELITY COMPANIES EMPLOYEE SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: AMERICAN FIDELITY COMPANIES EMPLOYEE SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: AMERICAN FIDELITY COMPANIES EMPLOYEE SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: AMERICAN FIDELITY COMPANIES EMPLOYEE SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: AMERICAN FIDELITY COMPANIES EMPLOYEE SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: AMERICAN FIDELITY COMPANIES EMPLOYEE SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: AMERICAN FIDELITY COMPANIES EMPLOYEE SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AMERICAN FIDELITY ASSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 60410 )
Policy contract numberUNIVERSAL LIFE
Policy instance 2
Insurance contract or identification numberUNIVERSAL LIFE
Number of Individuals Covered3
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number726278
Policy instance 1
Insurance contract or identification number726278
Number of Individuals Covered4396
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number726278
Policy instance 3
Insurance contract or identification number726278
Number of Individuals Covered4568
Insurance policy start date2021-12-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN FIDELITY ASSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 60410 )
Policy contract numberDA-PEN-GX 85
Policy instance 2
Insurance contract or identification numberDA-PEN-GX 85
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN FIDELITY ASSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 60410 )
Policy contract numberUNIVERSAL LIFE
Policy instance 1
Insurance contract or identification numberUNIVERSAL LIFE
Number of Individuals Covered4
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN FIDELITY ASSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 60410 )
Policy contract numberDA-PEN-GX 85
Policy instance 1
Insurance contract or identification numberDA-PEN-GX 85
Number of Individuals Covered1113
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN FIDELITY ASSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 60410 )
Policy contract numberUNIVERSAL LIFE
Policy instance 2
Insurance contract or identification numberUNIVERSAL LIFE
Number of Individuals Covered4
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN FIDELITY ASSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 60410 )
Policy contract numberUNIVERSAL LIFE
Policy instance 2
Insurance contract or identification numberUNIVERSAL LIFE
Number of Individuals Covered6
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN FIDELITY ASSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 60410 )
Policy contract numberDA-PEN-GX 85
Policy instance 1
Insurance contract or identification numberDA-PEN-GX 85
Number of Individuals Covered1141
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN FIDELITY ASSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 60410 )
Policy contract numberUNIVERSAL LIFE
Policy instance 2
Insurance contract or identification numberUNIVERSAL LIFE
Number of Individuals Covered6
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN FIDELITY ASSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 60410 )
Policy contract numberDA-PEN-GX 85
Policy instance 1
Insurance contract or identification numberDA-PEN-GX 85
Number of Individuals Covered1190
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN FIDELITY ASSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 60410 )
Policy contract numberUNIVERSAL LIFE
Policy instance 2
Insurance contract or identification numberUNIVERSAL LIFE
Number of Individuals Covered8
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN FIDELITY ASSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 60410 )
Policy contract numberDA-PEN-GX 85
Policy instance 1
Insurance contract or identification numberDA-PEN-GX 85
Number of Individuals Covered1241
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN FIDELITY ASSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 60410 )
Policy contract numberDA-PEN-GX 85
Policy instance 2
Insurance contract or identification numberDA-PEN-GX 85
Number of Individuals Covered1424
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN FIDELITY ASSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 60410 )
Policy contract numberUNIVERSAL LIFE
Policy instance 1
Insurance contract or identification numberUNIVERSAL LIFE
Number of Individuals Covered9
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN FIDELITY ASSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 60410 )
Policy contract numberDA-PEN-GX 85
Policy instance 2
Insurance contract or identification numberDA-PEN-GX 85
Number of Individuals Covered1335
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN FIDELITY ASSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 60410 )
Policy contract numberUNIVERSAL LIFE
Policy instance 1
Insurance contract or identification numberUNIVERSAL LIFE
Number of Individuals Covered9
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN FIDELITY ASSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 60410 )
Policy contract numberUNIVERSAL LIFE
Policy instance 1
Insurance contract or identification numberUNIVERSAL LIFE
Number of Individuals Covered10
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN FIDELITY ASSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 60410 )
Policy contract numberDA-PEN-GX 85
Policy instance 2
Insurance contract or identification numberDA-PEN-GX 85
Number of Individuals Covered1238
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN FIDELITY ASSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 60410 )
Policy contract numberDA-PEN-GX 85
Policy instance 2
Insurance contract or identification numberDA-PEN-GX 85
Number of Individuals Covered1366
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
AMERICAN FIDELITY ASSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 60410 )
Policy contract numberUNIVERSAL LIFE
Policy instance 1
Insurance contract or identification numberUNIVERSAL LIFE
Number of Individuals Covered16
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
AMERICAN FIDELITY ASSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 60410 )
Policy contract numberUNIVERSAL LIFE
Policy instance 1
Insurance contract or identification numberUNIVERSAL LIFE
Number of Individuals Covered16
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
AMERICAN FIDELITY ASSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 60410 )
Policy contract numberDA-PEN-GX 85
Policy instance 2
Insurance contract or identification numberDA-PEN-GX 85
Number of Individuals Covered1080
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
AMERICAN FIDELITY ASSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 60410 )
Policy contract numberUNIVERSAL LIFE
Policy instance 1
Insurance contract or identification numberUNIVERSAL LIFE
Number of Individuals Covered17
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
AMERICAN FIDELITY ASSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 60410 )
Policy contract numberDA-PEN-GX 85
Policy instance 2
Insurance contract or identification numberDA-PEN-GX 85
Number of Individuals Covered1049
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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