Logo

AMERICAN UNITED LIFE INSURANCE COMPANY EMPLOYEES RETIREMENT PLAN AND TRUST 401k Plan overview

Plan NameAMERICAN UNITED LIFE INSURANCE COMPANY EMPLOYEES RETIREMENT PLAN AND TRUST
Plan identification number 001

AMERICAN UNITED LIFE INSURANCE COMPANY EMPLOYEES RETIREMENT PLAN AND TRUST Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related

401k Sponsoring company profile

ONEAMERICA FINANCIAL PARTNERS INC. has sponsored the creation of one or more 401k plans.

Company Name:ONEAMERICA FINANCIAL PARTNERS INC.
Employer identification number (EIN):352126602
NAIC Classification:524140

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN UNITED LIFE INSURANCE COMPANY EMPLOYEES RETIREMENT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DEBBY K. ROUTT
0012016-01-01DEBBY K. ROUTT
0012015-01-01DEBBY K. ROUTT
0012014-01-01DEBBY K. ROUTT DEBBY K. ROUTT2015-10-15

Plan Statistics for AMERICAN UNITED LIFE INSURANCE COMPANY EMPLOYEES RETIREMENT PLAN AND TRUST

401k plan membership statisitcs for AMERICAN UNITED LIFE INSURANCE COMPANY EMPLOYEES RETIREMENT PLAN AND TRUST

Measure Date Value
2022: AMERICAN UNITED LIFE INSURANCE COMPANY EMPLOYEES RETIREMENT PLAN AND TRUST 2022 401k membership
Market value of plan assets2022-12-31519,020,435
Acturial value of plan assets2022-12-31474,669,764
Funding target for retired participants and beneficiaries receiving payment2022-12-31143,156,593
Number of terminated vested participants2022-12-31930
Fundng target for terminated vested participants2022-12-3167,684,774
Active participant vested funding target2022-12-31122,105,645
Number of active participants2022-12-311,946
Total funding liabilities for active participants2022-12-31126,363,710
Total participant count2022-12-313,748
Total funding target for all participants2022-12-31337,205,077
Balance at beginning of prior year after applicable adjustments2022-12-3151,581,153
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-3151,581,153
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-3160,055,936
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-3113,619,277
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-013,745
Total number of active participants reported on line 7a of the Form 55002022-01-011,989
Number of retired or separated participants receiving benefits2022-01-01878
Number of other retired or separated participants entitled to future benefits2022-01-01943
Total of all active and inactive participants2022-01-013,810
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0170
Total participants2022-01-013,880
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0184
2021: AMERICAN UNITED LIFE INSURANCE COMPANY EMPLOYEES RETIREMENT PLAN AND TRUST 2021 401k membership
Market value of plan assets2021-12-31456,878,864
Acturial value of plan assets2021-12-31412,038,177
Funding target for retired participants and beneficiaries receiving payment2021-12-31130,562,919
Number of terminated vested participants2021-12-31868
Fundng target for terminated vested participants2021-12-3160,639,784
Active participant vested funding target2021-12-31112,204,463
Number of active participants2021-12-312,025
Total funding liabilities for active participants2021-12-31116,233,409
Total participant count2021-12-313,692
Total funding target for all participants2021-12-31307,436,112
Balance at beginning of prior year after applicable adjustments2021-12-3144,478,014
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-3144,478,014
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-3151,581,153
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-3112,753,917
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-013,691
Total number of active participants reported on line 7a of the Form 55002021-01-011,931
Number of retired or separated participants receiving benefits2021-01-01810
Number of other retired or separated participants entitled to future benefits2021-01-01913
Total of all active and inactive participants2021-01-013,654
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0158
Total participants2021-01-013,712
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01108
2020: AMERICAN UNITED LIFE INSURANCE COMPANY EMPLOYEES RETIREMENT PLAN AND TRUST 2020 401k membership
Market value of plan assets2020-12-31404,197,011
Acturial value of plan assets2020-12-31381,091,916
Funding target for retired participants and beneficiaries receiving payment2020-12-31123,696,249
Number of terminated vested participants2020-12-31851
Fundng target for terminated vested participants2020-12-3159,666,469
Active participant vested funding target2020-12-31108,508,293
Number of active participants2020-12-311,930
Total funding liabilities for active participants2020-12-31112,125,166
Total participant count2020-12-313,518
Total funding target for all participants2020-12-31295,487,884
Balance at beginning of prior year after applicable adjustments2020-12-3136,326,375
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-3136,326,375
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-3144,478,014
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-3112,197,500
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-013,515
Total number of active participants reported on line 7a of the Form 55002020-01-012,003
Number of retired or separated participants receiving benefits2020-01-01749
Number of other retired or separated participants entitled to future benefits2020-01-01862
Total of all active and inactive participants2020-01-013,614
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0153
Total participants2020-01-013,667
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0167
2019: AMERICAN UNITED LIFE INSURANCE COMPANY EMPLOYEES RETIREMENT PLAN AND TRUST 2019 401k membership
Market value of plan assets2019-12-31339,152,558
Acturial value of plan assets2019-12-31356,364,581
Funding target for retired participants and beneficiaries receiving payment2019-12-31110,402,664
Number of terminated vested participants2019-12-31824
Fundng target for terminated vested participants2019-12-3152,370,626
Active participant vested funding target2019-12-31102,227,139
Number of active participants2019-12-311,840
Total funding liabilities for active participants2019-12-31105,944,051
Total participant count2019-12-313,353
Total funding target for all participants2019-12-31268,717,341
Balance at beginning of prior year after applicable adjustments2019-12-3138,194,065
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-3138,194,065
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-3136,326,375
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-310
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3110,996,778
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-013,356
Total number of active participants reported on line 7a of the Form 55002019-01-011,906
Number of retired or separated participants receiving benefits2019-01-01696
Number of other retired or separated participants entitled to future benefits2019-01-01846
Total of all active and inactive participants2019-01-013,448
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0143
Total participants2019-01-013,491
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0193
2018: AMERICAN UNITED LIFE INSURANCE COMPANY EMPLOYEES RETIREMENT PLAN AND TRUST 2018 401k membership
Market value of plan assets2018-12-31365,462,509
Acturial value of plan assets2018-12-31344,607,713
Funding target for retired participants and beneficiaries receiving payment2018-12-31101,506,694
Number of terminated vested participants2018-12-31768
Fundng target for terminated vested participants2018-12-3146,268,708
Active participant vested funding target2018-12-31101,231,658
Number of active participants2018-12-311,721
Total funding liabilities for active participants2018-12-31103,467,444
Total participant count2018-12-313,144
Total funding target for all participants2018-12-31251,242,846
Balance at beginning of prior year after applicable adjustments2018-12-3132,838,161
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-3132,838,161
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-3128,033,021
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3129,717,806
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-3138,194,065
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-319,567,560
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-013,143
Total number of active participants reported on line 7a of the Form 55002018-01-011,710
Number of retired or separated participants receiving benefits2018-01-01653
Number of other retired or separated participants entitled to future benefits2018-01-01820
Total of all active and inactive participants2018-01-013,183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0137
Total participants2018-01-013,220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0195
2017: AMERICAN UNITED LIFE INSURANCE COMPANY EMPLOYEES RETIREMENT PLAN AND TRUST 2017 401k membership
Market value of plan assets2017-12-31296,949,105
Acturial value of plan assets2017-12-31298,132,796
Funding target for retired participants and beneficiaries receiving payment2017-12-3191,734,883
Number of terminated vested participants2017-12-31737
Fundng target for terminated vested participants2017-12-3139,221,314
Active participant vested funding target2017-12-3190,084,301
Number of active participants2017-12-311,680
Total funding liabilities for active participants2017-12-3191,514,800
Total participant count2017-12-313,037
Total funding target for all participants2017-12-31222,470,997
Balance at beginning of prior year after applicable adjustments2017-12-3130,033,072
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-3130,033,072
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-3127,864,737
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3129,589,564
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-3132,838,161
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-3130,000,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3128,033,021
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-318,584,366
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-3128,033,021
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-013,013
Total number of active participants reported on line 7a of the Form 55002017-01-011,709
Number of retired or separated participants receiving benefits2017-01-01620
Number of other retired or separated participants entitled to future benefits2017-01-01765
Total of all active and inactive participants2017-01-013,094
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0137
Total participants2017-01-013,131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0163
2016: AMERICAN UNITED LIFE INSURANCE COMPANY EMPLOYEES RETIREMENT PLAN AND TRUST 2016 401k membership
Market value of plan assets2016-12-31251,865,961
Acturial value of plan assets2016-12-31263,454,160
Funding target for retired participants and beneficiaries receiving payment2016-12-3182,370,653
Number of terminated vested participants2016-12-31682
Fundng target for terminated vested participants2016-12-3133,008,596
Active participant vested funding target2016-12-3185,349,907
Number of active participants2016-12-311,652
Total funding liabilities for active participants2016-12-3186,613,677
Total participant count2016-12-312,922
Total funding target for all participants2016-12-31201,992,926
Balance at beginning of prior year after applicable adjustments2016-12-3130,183,992
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-3130,183,992
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-3124,317,078
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3125,868,508
Reductions in caryover balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-3130,033,072
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-3130,000,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-3127,864,737
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-317,173,925
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-3127,864,737
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-012,922
Total number of active participants reported on line 7a of the Form 55002016-01-011,656
Number of retired or separated participants receiving benefits2016-01-01589
Number of other retired or separated participants entitled to future benefits2016-01-01736
Total of all active and inactive participants2016-01-012,981
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0132
Total participants2016-01-013,013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0170
2015: AMERICAN UNITED LIFE INSURANCE COMPANY EMPLOYEES RETIREMENT PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-012,550
Total number of active participants reported on line 7a of the Form 55002015-01-011,641
Number of retired or separated participants receiving benefits2015-01-01560
Number of other retired or separated participants entitled to future benefits2015-01-01681
Total of all active and inactive participants2015-01-012,882
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0129
Total participants2015-01-012,911
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0150
2014: AMERICAN UNITED LIFE INSURANCE COMPANY EMPLOYEES RETIREMENT PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-012,915
Total number of active participants reported on line 7a of the Form 55002014-01-011,360
Number of retired or separated participants receiving benefits2014-01-01510
Number of other retired or separated participants entitled to future benefits2014-01-01652
Total of all active and inactive participants2014-01-012,522
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0128
Total participants2014-01-012,550
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0157

Financial Data on AMERICAN UNITED LIFE INSURANCE COMPANY EMPLOYEES RETIREMENT PLAN AND TRUST

Measure Date Value
2022 : AMERICAN UNITED LIFE INSURANCE COMPANY EMPLOYEES RETIREMENT PLAN AND TRUST 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-3,910,355
Total unrealized appreciation/depreciation of assets2022-12-31$-3,910,355
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$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$3,951,083
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-94,014,705
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$13,250,717
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$13,250,717
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$176,028
Value of total assets at end of year2022-12-31$409,198,778
Value of total assets at beginning of year2022-12-31$520,415,283
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$0
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$236,633
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$5,751,535
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$5,751,535
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$30,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$0
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$67,329
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$9,638,563
Administrative expenses (other) incurred2022-12-31$0
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$3,951,083
Total non interest bearing cash at end of year2022-12-31$2,286,324
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-107,265,422
Value of net assets at end of year (total assets less liabilities)2022-12-31$409,198,778
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$516,464,200
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
Assets. partnership/joint venture interests at end of year2022-12-31$40,532,092
Assets. partnership/joint venture interests at beginning of year2022-12-31$37,729,128
Investment advisory and management fees2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$345,223,813
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$459,266,886
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$0
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$175,865
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$11,890,542
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$16,754,420
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$16,754,420
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$60,768
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$9,266,007
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$6,664,849
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-60,548,716
Net investment gain/loss from pooled separate accounts2022-12-31$-45,358,393
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$108,699
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$13,250,717
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
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
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
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 UNITED LIFE INSURANCE COMPANY EMPLOYEES RETIREMENT PLAN AND TRUST 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$5,452,976
Total unrealized appreciation/depreciation of assets2021-12-31$5,452,976
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$3,951,083
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$68,462,755
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$11,948,465
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$11,948,465
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$124,649
Value of total assets at end of year2021-12-31$520,415,283
Value of total assets at beginning of year2021-12-31$459,949,910
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$137,572
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$9,480,905
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$9,480,905
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$30,000,000
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
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$124,649
Other income not declared elsewhere2021-12-31$-1,928,599
Liabilities. Value of operating payables at end of year2021-12-31$3,951,083
Liabilities. Value of operating payables at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$2,945,242
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$56,514,290
Value of net assets at end of year (total assets less liabilities)2021-12-31$516,464,200
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$459,949,910
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
Assets. partnership/joint venture interests at end of year2021-12-31$37,729,128
Assets. partnership/joint venture interests at beginning of year2021-12-31$32,336,233
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$459,266,886
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$407,609,389
Interest earned on other investments2021-12-31$136,306
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$16,754,420
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$9,706,676
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$9,706,676
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1,266
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$6,664,849
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$7,352,370
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$15,780,054
Net investment gain/loss from pooled separate accounts2021-12-31$39,415,198
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$11,948,465
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 UNITED LIFE INSURANCE COMPANY EMPLOYEES RETIREMENT PLAN AND TRUST 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$1,422,109
Total unrealized appreciation/depreciation of assets2020-12-31$1,422,109
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$720,992
Total income from all sources (including contributions)2020-12-31$64,581,294
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$10,974,009
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$10,974,009
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$172,693
Value of total assets at end of year2020-12-31$459,949,910
Value of total assets at beginning of year2020-12-31$407,063,617
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$218,883
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$5,626,276
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$5,626,276
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$30,000,000
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
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$172,693
Other income not declared elsewhere2020-12-31$4,184,744
Liabilities. Value of operating payables at end of year2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$720,992
Total non interest bearing cash at end of year2020-12-31$2,945,242
Total non interest bearing cash at beginning of year2020-12-31$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$53,607,285
Value of net assets at end of year (total assets less liabilities)2020-12-31$459,949,910
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$406,342,625
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
Assets. partnership/joint venture interests at end of year2020-12-31$32,336,233
Assets. partnership/joint venture interests at beginning of year2020-12-31$22,760,669
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$407,609,389
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$361,898,525
Interest earned on other investments2020-12-31$185,005
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$9,706,676
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$9,641,306
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$9,641,306
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$33,878
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$7,352,370
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$12,763,117
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$21,128,377
Net investment gain/loss from pooled separate accounts2020-12-31$31,828,212
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
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
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$10,974,009
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BKD LLP
Accountancy firm EIN2020-12-31440160260
2019 : AMERICAN UNITED LIFE INSURANCE COMPANY EMPLOYEES RETIREMENT PLAN AND TRUST 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$-611,613
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$-611,613
Total unrealized appreciation/depreciation of assets2019-12-31$-611,613
Total unrealized appreciation/depreciation of assets2019-12-31$-611,613
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$720,992
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$720,992
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$76,764,891
Total income from all sources (including contributions)2019-12-31$76,764,891
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$9,903,277
Total of all expenses incurred2019-12-31$9,903,277
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,903,277
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,903,277
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$270,893
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$270,893
Value of total assets at end of year2019-12-31$407,063,617
Value of total assets at end of year2019-12-31$407,063,617
Value of total assets at beginning of year2019-12-31$339,481,011
Value of total assets at beginning of year2019-12-31$339,481,011
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$328,030
Total interest from all sources2019-12-31$328,030
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,895,985
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,895,985
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$2,895,985
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,895,985
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$30,000,000
Value of fidelity bond cover2019-12-31$30,000,000
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$0
Contributions received from participants2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$270,893
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$270,893
Other income not declared elsewhere2019-12-31$2,317,672
Other income not declared elsewhere2019-12-31$2,317,672
Liabilities. Value of operating payables at end of year2019-12-31$720,992
Liabilities. Value of operating payables at end of year2019-12-31$720,992
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$354,164
Total non interest bearing cash at beginning of year2019-12-31$354,164
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
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
Income. Non cash contributions2019-12-31$0
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$66,861,614
Value of net income/loss2019-12-31$66,861,614
Value of net assets at end of year (total assets less liabilities)2019-12-31$406,342,625
Value of net assets at end of year (total assets less liabilities)2019-12-31$406,342,625
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$339,481,011
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$339,481,011
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$22,760,669
Assets. partnership/joint venture interests at end of year2019-12-31$22,760,669
Assets. partnership/joint venture interests at beginning of year2019-12-31$12,050,833
Assets. partnership/joint venture interests at beginning of year2019-12-31$12,050,833
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$361,898,525
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$361,898,525
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$309,791,395
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$309,791,395
Interest earned on other investments2019-12-31$271,032
Interest earned on other investments2019-12-31$271,032
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$9,641,306
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$9,641,306
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,660,136
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,660,136
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,660,136
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,660,136
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$56,998
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$56,998
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$12,763,117
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$12,763,117
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$15,624,483
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$15,624,483
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$20,760,284
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$20,760,284
Net investment gain/loss from pooled separate accounts2019-12-31$50,803,640
Net investment gain/loss from pooled separate accounts2019-12-31$50,803,640
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$0
Contributions received in cash from employer2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,903,277
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,903,277
Did the plan have assets held for investment2019-12-31Yes
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
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
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)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BKD LLP
Accountancy firm name2019-12-31BKD LLP
Accountancy firm EIN2019-12-31440160260
Accountancy firm EIN2019-12-31440160260
2018 : AMERICAN UNITED LIFE INSURANCE COMPANY EMPLOYEES RETIREMENT PLAN AND TRUST 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$446,711
Total unrealized appreciation/depreciation of assets2018-12-31$446,711
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-17,908,059
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$9,153,202
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$9,153,202
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$267,388
Value of total assets at end of year2018-12-31$339,481,011
Value of total assets at beginning of year2018-12-31$366,542,272
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$539,592
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,772,087
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$3,772,087
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$30,000,000
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
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$267,388
Other income not declared elsewhere2018-12-31$968,847
Total non interest bearing cash at end of year2018-12-31$354,164
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-27,061,261
Value of net assets at end of year (total assets less liabilities)2018-12-31$339,481,011
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$366,542,272
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
Assets. partnership/joint venture interests at end of year2018-12-31$12,050,833
Assets. partnership/joint venture interests at beginning of year2018-12-31$10,352,074
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$309,791,395
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$301,436,474
Interest earned on other investments2018-12-31$504,814
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,660,136
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$480,851
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$480,851
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$34,778
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$15,624,483
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$24,272,873
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-9,051,581
Net investment gain/loss from pooled separate accounts2018-12-31$-14,851,103
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$30,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$9,153,202
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)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BKD LLP
Accountancy firm EIN2018-12-31440160260
2017 : AMERICAN UNITED LIFE INSURANCE COMPANY EMPLOYEES RETIREMENT PLAN AND TRUST 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$479,190
Total unrealized appreciation/depreciation of assets2017-12-31$479,190
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$77,804,490
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$8,302,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$8,302,015
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$30,227,279
Value of total assets at end of year2017-12-31$366,542,272
Value of total assets at beginning of year2017-12-31$297,039,797
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$855,622
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,518,212
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$2,518,212
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$30,000,000
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
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$227,279
Other income not declared elsewhere2017-12-31$228,480
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$69,502,475
Value of net assets at end of year (total assets less liabilities)2017-12-31$366,542,272
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$297,039,797
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
Assets. partnership/joint venture interests at end of year2017-12-31$10,352,074
Assets. partnership/joint venture interests at beginning of year2017-12-31$4,504,422
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$301,436,474
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$243,375,721
Interest earned on other investments2017-12-31$849,894
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$480,851
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$514,659
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$514,659
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$5,728
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$24,272,873
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$33,644,995
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$9,010,649
Net investment gain/loss from pooled separate accounts2017-12-31$34,485,058
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$30,000,000
Employer contributions (assets) at end of year2017-12-31$30,000,000
Employer contributions (assets) at beginning of year2017-12-31$15,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$8,302,015
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)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BKD LLP
Accountancy firm EIN2017-12-31440160260
2016 : AMERICAN UNITED LIFE INSURANCE COMPANY EMPLOYEES RETIREMENT PLAN AND TRUST 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$122,126
Total unrealized appreciation/depreciation of assets2016-12-31$122,126
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$0
Total income from all sources (including contributions)2016-12-31$52,455,862
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$7,414,736
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$7,414,736
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$30,295,042
Value of total assets at end of year2016-12-31$297,039,797
Value of total assets at beginning of year2016-12-31$251,998,671
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$1,193,532
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$710,536
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$710,536
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$30,000,000
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
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$295,042
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$851,710
Other income not declared elsewhere2016-12-31$60,421
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$45,041,126
Value of net assets at end of year (total assets less liabilities)2016-12-31$297,039,797
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$251,998,671
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
Assets. partnership/joint venture interests at end of year2016-12-31$4,504,422
Assets. partnership/joint venture interests at beginning of year2016-12-31$1,161,165
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$243,375,721
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$192,273,636
Interest earned on other investments2016-12-31$1,193,360
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$514,659
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$468,033
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$468,033
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$172
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$33,644,995
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$45,944,127
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,420,944
Net investment gain/loss from pooled separate accounts2016-12-31$16,653,261
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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$30,000,000
Employer contributions (assets) at end of year2016-12-31$15,000,000
Employer contributions (assets) at beginning of year2016-12-31$11,300,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$7,414,736
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)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BKD LLP
Accountancy firm EIN2016-12-31440160260
2015 : AMERICAN UNITED LIFE INSURANCE COMPANY EMPLOYEES RETIREMENT PLAN AND TRUST 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$82,636
Total unrealized appreciation/depreciation of assets2015-12-31$82,636
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$24,832,215
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$7,231,563
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$7,231,563
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$26,610,184
Value of total assets at end of year2015-12-31$251,998,671
Value of total assets at beginning of year2015-12-31$234,398,019
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$1,505,510
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$615,197
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$615,197
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$30,000,000
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
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$310,184
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$851,710
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$4,029
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$17,600,652
Value of net assets at end of year (total assets less liabilities)2015-12-31$251,998,671
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$234,398,019
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
Assets. partnership/joint venture interests at end of year2015-12-31$1,161,165
Assets. partnership/joint venture interests at beginning of year2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$192,273,636
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$177,262,692
Interest earned on other investments2015-12-31$1,505,496
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$468,033
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$14
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$45,944,127
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$49,135,327
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-952,340
Net investment gain/loss from pooled separate accounts2015-12-31$-3,033,001
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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$26,300,000
Employer contributions (assets) at end of year2015-12-31$11,300,000
Employer contributions (assets) at beginning of year2015-12-31$8,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$7,231,563
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)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BKD LLP
Accountancy firm EIN2015-12-31440160260
2014 : AMERICAN UNITED LIFE INSURANCE COMPANY EMPLOYEES RETIREMENT PLAN AND TRUST 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$22,046,556
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$17,114,972
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$17,114,972
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$8,011,063
Value of total assets at end of year2014-12-31$234,398,019
Value of total assets at beginning of year2014-12-31$229,466,435
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$1,736,804
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$30,000,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$11,063
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$4,931,584
Value of net assets at end of year (total assets less liabilities)2014-12-31$234,398,019
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$229,466,435
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$177,262,692
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$187,194,009
Interest earned on other investments2014-12-31$1,736,804
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$49,135,327
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$42,272,426
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$12,298,689
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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$8,000,000
Employer contributions (assets) at end of year2014-12-31$8,000,000
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$17,114,972
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)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BKD LLP
Accountancy firm EIN2014-12-31440160260

Form 5500 Responses for AMERICAN UNITED LIFE INSURANCE COMPANY EMPLOYEES RETIREMENT PLAN AND TRUST

2022: AMERICAN UNITED LIFE INSURANCE COMPANY EMPLOYEES RETIREMENT PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
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
2021: AMERICAN UNITED LIFE INSURANCE COMPANY EMPLOYEES RETIREMENT PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
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
2020: AMERICAN UNITED LIFE INSURANCE COMPANY EMPLOYEES RETIREMENT PLAN AND TRUST 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
2019: AMERICAN UNITED LIFE INSURANCE COMPANY EMPLOYEES RETIREMENT PLAN AND TRUST 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
2018: AMERICAN UNITED LIFE INSURANCE COMPANY EMPLOYEES RETIREMENT PLAN AND TRUST 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
2017: AMERICAN UNITED LIFE INSURANCE COMPANY EMPLOYEES RETIREMENT PLAN AND TRUST 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
2016: AMERICAN UNITED LIFE INSURANCE COMPANY EMPLOYEES RETIREMENT PLAN AND TRUST 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
2015: AMERICAN UNITED LIFE INSURANCE COMPANY EMPLOYEES RETIREMENT PLAN AND TRUST 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
2014: AMERICAN UNITED LIFE INSURANCE COMPANY EMPLOYEES RETIREMENT PLAN AND TRUST 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 benefit arrangement – InsuranceYes

Insurance Providers Used on plan

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberY80153
Policy instance 1
Insurance contract or identification numberY80153
Number of Individuals Covered3880
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
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?Yes
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 UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG80153
Policy instance 1
Insurance contract or identification numberG80153
Number of Individuals Covered3712
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
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?Yes
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 UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG80153
Policy instance 1
Insurance contract or identification numberG80153
Number of Individuals Covered3667
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
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?Yes
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 UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG80153
Policy instance 1
Insurance contract or identification numberG80153
Number of Individuals Covered3491
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
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?Yes
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 UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG80153
Policy instance 1
Insurance contract or identification numberG80153
Number of Individuals Covered3220
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
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?Yes
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 UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG80153
Policy instance 1
Insurance contract or identification numberG80153
Number of Individuals Covered3131
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
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?Yes
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

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1