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Employers › Indiana

Employer · plans filed under one EIN

American United Life Insurance Company

Indianapolis, IN · Finance and insurance

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$598Mnet assets across plans
4,404participant records2,611 active
$8.9Memployer contributions, latest plan years$3,390 per active record
$195KSchedule C compensation to organisations$44.33 per participant record

2 retirement plans with 100 or more participants file Form 5500 under American United Life Insurance Company's employer identification number (Indianapolis, Indiana). Their latest filings total 4,404 participant records and $598M in net assets.

The largest is American United Life Progress Sharing Plan and Trust, a 401(k) plan with 3,357 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $8.9M and participant contributions $24.4M in the latest plan years; benefits paid were $49.5M. Schedule C compensation reported to service provider organisations totalled $195K.

Combined net assets moved from $139M in 2009 to $598M in 2024 (up 330%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
American United Life Progress Sharing Plan and Trust401(k) plan20243,357$538M$160,391$3,671$158K
American United Life Insurance Company Agents 401(k) Plan401(k) plan20241,047$59.8M$57,141$2,735$37K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $139M2010: $157M2011: $177M2012: $206M2013: $246M2014: $266M2015: $277M2016: $309M2017: $353M2018: $346M2019: $416M2020: $479M2021: $543M2022: $485M2023: $545M2024: $598M$139M$598M20092012201620202024
Combined net assets
2009: 2,8162010: 2,6292011: 2,9482012: 3,0362013: 2,8612014: 2,9472015: 3,4572016: 3,7322017: 4,0352018: 3,9262019: 4,2732020: 4,2852021: 4,4102022: 4,4832023: 4,3832024: 4,4042,8164,4834,40420092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
202424,404$598M$8.8M$24.4M
202324,383$545M$8.1M$23.6M
202224,483$485M$7.0M$21.1M
202124,410$543M$6.7M$19.3M
202024,285$479M$6.1M$17.5M
201924,273$416M$6.2M$16.6M
201823,926$346M$5.4M$15.5M
201724,035$353M$5.0M$14.3M
201623,732$309M$4.4M$12.5M
201523,457$277M$3.6M$10.2M
201422,947$266M$3.3M$8.6M
201322,861$246M$3.3M$8.1M
201223,036$206M$3.2M$8.1M
201122,948$177M$3.2M$9.2M
201022,629$157M$2.9M$8.1M
200922,816$139M$2.8M$7.8M

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Feg AdvisorsInvestment management2$64,648
Future CapitalInvestment advisory (participants)1$61,783
Forvis Mazars LLPAccounting (including auditing)2$37,900
Willis Towers Watson US LLCRecordkeeping and information management; Actuarial; Consulting (pension)2$30,900

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Feg Advisors$65K
Future Capital$62K
Forvis Mazars LLP$38K
Willis Towers Watson US LLC$31K

Questions and answers

How many retirement plans does American United Life Insurance Company have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: American United Life Progress Sharing Plan and Trust and American United Life Insurance Company Agents 401(k) Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does American United Life Insurance Company contribute to its plans?

$8,850,147 in employer contributions across these plans in their latest plan years, about $3,390 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Feg Advisors, Future Capital, Forvis Mazars LLP and Willis Towers Watson US LLC. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.