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Sponsor portfolioTH

AMERICAN UNITED LIFE INSURANCE COMPANY

EIN 35-0145825-insurance-Latest filing 2024
Plans
4
Retirement
2
$598.3M assets
Welfare
2
$8.4M premiums
Participants
7,224
ONE AMERICAN SQUARE, PO BOX 368 - INDIANAPOLIS, IN 462060368317-285-2363LinkedIn11-50 employeesinsurance
Plans on this EIN
4 filings
#003401k-$538.5M - 3,357 part#004401k-$59.8M - 1,047 part#516Mixed-$8.3M - 5,074 lives#517Fully Insured-$171K - 84 lives

Retirement portfolio analytics

2 plans aggregated / $598.3M assets / 4,404 participants

Assets by plan

Share of aggregate retirement assets

90%top
  • PLAN AND TRUST (#003)90%
  • AGENTS 401K PLAN (#004)10%
Total $598.3MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
90%top
  • WILLIS TOWERS WATSON US LLC90%
  • (Not disclosed)10%
Total $598.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#003)3,357
  • AGENTS 401K PLAN (#004)1,047
Total 4,404Click row to drill in

Benefits portfolio analytics

2 plans / $8.4M premiums / 5,158 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.6M
  • Stop-loss$2.7M
  • Dental$1.8M
  • Life$1.7M
  • Short-term disability$1.3M
  • Long-term disability$1.3M
  • +2 more
Total $8.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
35%top
  • AMERICAN UNITED LIFE INSURANCE COMPANY35%
  • SUN LIFE ASSURANCE COMPANY OF CANADA32%
  • DELTA DENTAL OF CALIFORNIA21%
  • HARTFORD LIFE AND ACCIDENT7%
  • VISION SERVICE PLAN3%
Total $8.4M5 slices

Broker market share

Schedule A broker compensation

Split broker
61%top
  • UNITED BENEFIT ADVISORS LLC61%
  • LOCASCIO HADDEN & DENNIS LLC22%
  • UMR, INC.17%
Total $76K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

AMERICAN UNITED LIFE PROGRESS SHARING PLAN AND TRUST

401k

Assets$538.5M
Participants3,357
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

AMERICAN UNITED LIFE INSURANCE COMPANY AGENTS 401K PLAN

401k

Assets$59.8M
Participants1,047
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#516

WELFARE BENEFIT PLAN FOR HOME OFFICE EMPLOYEES

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$8.3M
Covered lives5,074
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#517

WELFARE BENEFIT PLAN FOR POST-65 EMERITUS AGENTS

Fully Insured - HARTFORD LIFE AND ACCIDENT

Premiums$171K
Covered lives84
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003AMERICAN UNITED LIFE PROGRESS SHARING PLAN AND TRUST401k$538.5M3,3572024
004AMERICAN UNITED LIFE INSURANCE COMPANY AGENTS 401K PLAN401k$59.8M1,0472024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
516WELFARE BENEFIT PLAN FOR HOME OFFICE EMPLOYEESMixedSUN LIFE ASSURANCE COMPANY OF CANADA$8.3M5,0742024
517WELFARE BENEFIT PLAN FOR POST-65 EMERITUS AGENTSFully InsuredHARTFORD LIFE AND ACCIDENT$171K842024
Retirement plans
Welfare plans
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