Plan Ledger DOL Form 5500 · updated monthly

Delta Life Insurance Company401(k)

DELTA LIFE INSURANCE COMPANY 401(K) PLAN · ATLANTA, GA · plan year 2022

Reported admin expense ratio · 2022
0.23%

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

Delta Life Insurance Company reported $19,868 in plan administrative expenses for 2022: 0.23% of average plan assets, below the peer median. Employer contributions averaged $1,509 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Georgia (1,417th of 2,160), and 4,228th of 4,798 in finance & insurance. In 2022, employees put in $1.59 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,497,006
Participants with balances93
Active participants160
Employer contributions$241,445
Employee contributions$383,742
Employer contribution per active participant$1,509
Average account balance$80,613
Benefits paid to participants$1,820,507
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$19,868
Total administrative$19,868
The Delta Life Insurance Company 401(k) match · 2022
Employer contribution per active participant$1,509
Median for plans this size$1,114

Delta Life Insurance Company's 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$19,868 · 0.23%
Similar plansFinance & Insurance · Georgia
Fmb Bancshares, Inc. GA$8.4M · 0.01%
Symmetry Lending, LLC GA$8.3M · 0.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 580838961 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.