American United Life Insurance 401(k) match, vesting and fees
What American United Life Insurance's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Willis Towers Watson US LLC | Schedule C ↗ |
| Independent auditor | Forvis Mazars LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 673 defined-contribution plans in finance and insurance with 1,000 to 4,999 participants.
| American United Life Insurance: employer contribution per participant | $2,075 | |
| Peer median | $2,966 |
| American United Life Insurance: average balance | $166,646 | |
| Peer median | $104,792 |
| American United Life Insurance: admin expenses ÷ assets | 0.03% | |
| Peer median | 0.10% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $493M at the end of plan year 2023 to $538M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 3,357 | $538M | $6.7M | $2,075 | 0.03% | Not published | Form 5500 ↗ |
| 2023 | 3,404 | $493M | $6M | $1,826 | 0.04% | Not published | Form 5500 ↗ |
Other American United Life Insurance plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
American United Life Insurance Company Agents 401k Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Forvis Mazars LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Common questions
Does American United Life Insurance match 401(k) contributions?
The match terms for the American United Life Progress Sharing Plan and Trust have not been published from its filing yet. The plan year 2024 filing reports $6.7M in employer contributions, about $2,075 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the American United Life Insurance 401(k) match vested?
The vesting schedule for the American United Life Progress Sharing Plan and Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the American United Life Insurance 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Willis Towers Watson US LLC. The plan administrator is Benefit Plan Administrative Committee.
I left American United Life Insurance. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Benefit Plan Administrative Committee, (317) 285-2363) or the recordkeeper, Willis Towers Watson US LLC. The American United Life Insurance old 401(k) page lists the contacts from every plan filing. Find an old American United Life Insurance 401(k)
Data from the public Form 5500 annual reports American United Life Insurance filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with American United Life Insurance. Not financial advice. Report a correction · Methodology