Armed Forces Insurance Exchange 401(k) match, vesting and fees
What Armed Forces Insurance Exchange'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 | Ascensus LLC | Schedule C ↗ |
| Independent auditor | Forvis Mazars (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,409 defined-contribution plans in finance and insurance with 100 to 499 participants.
| Armed Forces Insurance Exchange: employer contribution per participant | $5,723 | |
| Peer median | $2,868 |
| Armed Forces Insurance Exchange: average balance | $236,721 | |
| Peer median | $95,281 |
| Armed Forces Insurance Exchange: admin expenses ÷ assets | 0.01% | |
| Peer median | 0.22% |
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 $37.7M at the end of plan year 2021 to $42.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 181 | $42.6M | $1M | $5,723 | 0.01% | Not published | Form 5500 ↗ |
| 2023 | 208 | $32.6M | $955K | $4,682 | <0.01% | Not published | Form 5500 ↗ |
| 2022 | 215 | $31M | $992K | $4,613 | <0.01% | Not published | Form 5500 ↗ |
| 2021 | 212 | $37.7M | $1M | $4,823 | <0.01% | Not published | Form 5500 ↗ |
Other Armed Forces Insurance Exchange plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Armed Forces Insurance Pension 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.
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Armed Forces Insurance Exchange match 401(k) contributions?
The match terms for the Armed Forces Insurance Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $1M in employer contributions, about $5,723 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Armed Forces Insurance Exchange 401(k) match vested?
The vesting schedule for the Armed Forces Insurance Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Armed Forces Insurance Exchange 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Ascensus LLC. The plan administrator is Armed Forces Insurance Exchange.
I left Armed Forces Insurance Exchange. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Armed Forces Insurance Exchange, (913) 727-4303) or the recordkeeper, Ascensus LLC. The Armed Forces Insurance Exchange old 401(k) page lists the contacts from every plan filing. Find an old Armed Forces Insurance Exchange 401(k)
Data from the public Form 5500 annual reports Armed Forces Insurance Exchange filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Armed Forces Insurance Exchange. Not financial advice. Report a correction · Methodology