Plan Ledger DOL Form 5500 · updated monthly

American United Life Insurance Company401(k)

AMERICAN UNITED LIFE PROGRESS SHARING PLAN AND TRUST · INDIANAPOLIS, IN · plan year 2024

Reported admin expense ratio · 2024
0.03%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

American United Life Insurance Company reported $160,060 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,671 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.04% to 0.03%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other finance & insurance employers. By assets it is the 34th-largest of 1,562 plans among Indiana employers on file, and the 291st of 4,798 in finance & insurance. In 2024, employees put in $3.19 for every $1.00 the employer contributed; active participation has shrunk from 2,436 to 1,826 since 2022.

Plan summary
Net assets, end of year$538,432,396
Participants with balances3,231
Active participants1,826
Employer contributions$6,703,397
Employee contributions$21,361,461
Employer contribution per active participant$3,671
Average account balance$166,646
Benefits paid to participants$45,982,309
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$538.4M · 3,231 accts · $6.7M emplr
2023$493.5M · 3,284 accts · $6.0M emplr
2022$439.3M · 3,235 accts · $5.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$21,213
Investment management$120,447
Audit (IQPA)$18,400
Total administrative$160,060
The American United Life Insurance Company 401(k) match · 2024
Employer contribution per active participant$3,671
Median for plans this size$4,294
2024$3,671 per active participant
2023$2,379 per active participant
2022$2,101 per active participant

American United Life Insurance Company's 2024 employer contribution ran below the $4,294 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
WILLIS TOWERS WATSON US LLC · Recordkeeping$18,900
FUTURE CAPITAL · Investment advisory (participants)$61,783
FEG ADVISORS · Investment management$58,664
FORVIS MAZARS LLP · Accounting / audit$18,400

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024WILLIS TOWERS WATSON US LLC
2023WILLIS TOWERS WATSON US LLC

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$160,060 · 0.03%
2023$167,641 · 0.04%
2022$168,583 · 0.04%
All plans at this employer2
AMERICAN UNITED LIFE PROGRESS SHARING PLAN AND TRUST401(k)
AMERICAN UNITED LIFE INSURANCE COMPANY AGENTS 401K PLAN401(k)
Same employer
Similar plansFinance & Insurance · Indiana
Ath Holding Company, LLC IN$12.1B · 0.05%
The Hometown Savings Bank IN$1.0B · 0.00%
Cno Services, LLC IN$597.0M · 0.12%
Medpro Group IN$369.4M · 0.05%
First Merchants Corporation IN$299.7M · 0.06%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 350145825 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.