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Service provider · Schedule C, plan year 2024

American United Life Insurance Co.

Most often reported for recordkeeping and administration

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. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.

601plans naming this provider
347,270participant records in those plans
$27.3Mcompensation reported, direct and indirect
$106median reported per participant598 plans with an amount

American United Life Insurance Co. is named as a service provider on the Schedule C of 601 retirement plans with 100 or more participants for plan year 2024, covering 347,270 participant records. Most often it is reported for recordkeeping and administration.

Reported compensation from those plans, direct and indirect, totalled $27.3M. Per plan, the median was $106 per participant, with the middle half of plans between $50.26 and $183. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.

Its client plans are most numerous in California (73), Indiana (51) and Texas (47).

In 2009 it appeared on 820 such filings; in 2024, 605 (down 26%). Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.

Reported compensation per plan

Across this provider's plans25th percentileMedian75th percentile
Compensation per participant$50.26$106$183
Compensation as a share of plan net assets0.18%0.37%0.58%

What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.

Plans served by year

2009: 8202010: 8582011: 8662012: 8782013: 9162014: 9282015: 9212016: 9272017: 9142018: 9222019: 9142020: 9082021: 8622022: 8462023: 6532024: 60582092860520092012201620202024
Plans with 100+ participants naming this provider
2009: $10.0M2010: $11.9M2011: $11.8M2012: $12.7M2013: $14.5M2014: $16.4M2015: $17.9M2016: $18.0M2017: $17.6M2018: $21.2M2019: $23.3M2020: $24.8M2021: $29.9M2022: $26.8M2023: $25.0M2024: $27.3M$10.0M$29.9M$27.3M20092012201620202024
Compensation reported by those plans

Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.

By state

By plan size

Services reported

Participant communication584
Recordkeeping and information management579
Participant loan processing424
Investment management4
Investment advisory (plan)3
Investment advisory (participants)2

Largest plans naming this provider

PlanSponsorStateParticipantsNet assetsReported to this provider
Presbyterian Homes and Services Tax Deferred Annuity PlanPresbyterian Homes and ServicesMN8,914$122M$159K
Brightli Retirement Savings PlanBurrell-Preferred, Inc. DBA BrightliMO7,325$94.8M$10K
Goodwill of Central and Southern Indiana Inc. Employee Retirement Savings PlanGoodwill of Central and Southern Indiana Inc.IN6,986$31.1M$204K
Driveline Retail Merchandising 401(k) PlanDriveline Retail Merchandising Inc.TX6,877$7.0M$27K
Kodiak BP 401(k) PlanKodiak Gypsum Mountain States LLCCO6,539$193M$286K
Tands Inc. & Adopting Related Employers 401(k) PlanTands Inc.NC5,868$3.4M$19K
Presbyterian Homes and Services Employees Retirement Savings and Investment PlanPresbyterian Homes and ServicesMN5,767$91.5M$176K
Riverside Healthcare 403(b) Retirement PlanRiverside HealthcareIL5,665$196M$174
Altman Specialty Plants LLC 401(k) Retirement PlanAltman Specialty Plants LLCCA5,661$17.1M$99K
Hospitality Staffing 401(k) PlanHospitality Staffing II LLCIL5,306$25.1M$267K
The Independent School Group Retirement Plan (Misbo)Mid-South Independent School Business Officers, Inc.GA5,204$395M$2,574
Union Health 403(B)RETIREMENT PlanUnion Hospital, Inc.IN5,145$233M$200
Vetter Senior Living Employees 401(k) PlanVetter Senior LivingNE4,493$86.1M$133K
American United Life Insurance Company Employees Retirement Plan and TrustOneamerica Financial Partners Inc.IN4,339$505M$0
Everise Retirement PlanEverise, Inc.FL4,179$13.7M$3,831
Goodwill of Central and Southern Indiana Inc. Discretionary Contribution Thrift PlanGoodwill of Central and Southern Indiana Inc.IN3,711$24.1M$87K
Lutheran Services Florida Retirement PlanLutheran Services Florida Inc.FL3,164$23.7M$182K
Therapeutic Alternatives Inc. 401(k) PlanTherapeutic Alternatives Inc.NC3,041$2.5M$16K
Gold Creek Foods 401(k) PlanGold Creek FoodsGA2,867$7.1M$2,308
Avita Health System Employee 403(b) Retirement PlanAvita Health SystemOH2,650$105M$134K
Pursue Health LLC Retirement Savings PlanPursue Health LLCCA2,638$17.4M$138K
St. Francis Health Services of Morris Tax Deferred Annuity PlanST Francis Health Services of Morris Inc.MN2,478$18.3M$39K
Life Enriching Communities 403(b) PlanLife Enriching CommunitiesOH2,023$23.5M$120K
St. Francis Health Services of Morris Employees Retirement PlanST Francis Health Services of Morris Inc.MN1,984$38.7M$55K
Mers/missouri Goodwill 403(b) PlanMers/missouri Goodwill IndustriesMO1,978$10.0M$42K
Whittlesea-Bell Retirement 401(k) PlanWhittlesea-BellNV1,893$7.8M$9,139
Goodwill Industries Sacramento & Northern Nevada 403(b) Retirement PlanGoodwill Industries of Sacramento Valley & Northern Nevada Inc.CA1,854$3.5M$29K
Sti Group 401(k) PlanSti Holding Company, Inc. DBA Sti GroupTX1,845$14.3M$33K
Gregory Poole Equipment Company Retirement Savings and Profit Sharing PlanGregory Poole Equipment CompanyNC1,783$167M$25K
Steves & Sons Employees 401(k) Profit Sharing PlanSteves & Sons Inc.TX1,763$14.0M$69K
Edge Home Finance Corporation 401(k) PlanEdge Home Finance CorporationMN1,717$8.3M$46K
Knox Community Hospital Tax Deferred Annuity PlanKnox Community HospitalOH1,668$52.5M$58K
Faith Regional Health Services Tax Deferred Annuity PlanFaith Regional Health ServicesNE1,641$104M$610
Knox Community Hospital Employees Retirement PlanKnox Community HospitalOH1,607$48.9M$51K
Transport Equipment Company Employees Savings PlanTransport Equipment CompanyUT1,531$68.7M$112K
Mers/missouri Goodwill Defined Contribution PlanMers/missouri Goodwill IndustriesMO1,477$13.8M$58K
Child Care Resource Center 403(b) Retirement Savings PlanChild Care Resource CenterCA1,436$47.4M$223K
Bethesda 403(b) Retirement PlanBethesda AssociatesCO1,404$20.6M$113K
Friendship Community Care Inc. 401(k) Profit Sharing PlanFriendship Community Care Inc.AR1,372$16.7M$112K
Crossroads Medical Management 401(k) PlanCrossroads Medical Management, Inc.GA1,360$5.2M$60K

Questions and answers

How many plans does American United Life Insurance Co. serve?

601 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.

What do plans pay American United Life Insurance Co.?

The median plan reported $106 per participant in direct and indirect compensation (598 plans reporting an amount), or 0.37% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.

What services are reported?

The service codes most often attached to it are Participant communication (584 plans), Recordkeeping and information management (579 plans), Participant loan processing (424 plans) and Investment management (4 plans).

Where does this come from?

Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.