Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › American National Insurance
American National Insurance 401(k)
- Finance and insurance
- Galveston, TX
- EIN 74-0484030
- 1 plan with Schedule H financials
- Plan year 2023
- American National Insurance Company
- SEC registrant American National Insurance Co
Total assets, end of year · American National 401(k) Plan · plan year 2023
$418,867,698
5,869 participants with a balance. This filing reports no recordkeeping fee and no administrative expenses excluding investment management, so there is no headline cost figure.
Source
Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20240813153528NAL0010726145001, received 2024-08-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20240813153528NAL0010726145001, received 2024-08-13
Percentiles compare this plan with the Schedule H plans $250M to 1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2023-01-01 to 2023-12-31, filing received 2024-08-13.
Cost and contributions
Administrative expenses excluding investment management, per participant
$0.00
Fewer than 50 comparable plans report this figure; no percentile.
Source
= $0 / 5,869
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20240813153528NAL0010726145001, received 2024-08-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20240813153528NAL0010726145001, received 2024-08-13
Administrative expenses per participant
$45.64
Higher than 20% of the 2,177 plans $250M to 1B that report it.
Source
= $267,843 / 5,869
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20240813153528NAL0010726145001, received 2024-08-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20240813153528NAL0010726145001, received 2024-08-13
Administrative expenses as a share of assets
0.064%
Higher than 43% of the 2,180 plans $250M to 1B that report it.
Source
= $267,843 / $418,867,698
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20240813153528NAL0010726145001, received 2024-08-13
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20240813153528NAL0010726145001, received 2024-08-13
Employer contributions per participant
$2,019
Higher than 29% of the 2,253 plans $250M to 1B that report it.
Source
= $11,851,842 / 5,869
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20240813153528NAL0010726145001, received 2024-08-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20240813153528NAL0010726145001, received 2024-08-13
Employer share of total contributions
33.3%
Higher than 55% of the 2,256 plans $250M to 1B that report it.
Source
= $11,851,842 / $35,637,841
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20240813153528NAL0010726145001, received 2024-08-13
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20240813153528NAL0010726145001, received 2024-08-13
Plan terms, as stated in American National Insurance Company's SEC filings
Plan terms are described in American National Insurance Company's SEC filings: Form 10-K filed 2020-02-28. No term could be quoted from them with the required precision.
Plan features
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 3D IRS pre-approved plan · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20240813153528NAL0010726145001, received 2024-08-13
Full record, American National 401(k) Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | AMERICAN NATIONAL INSURANCE COMPANY | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20240813153528NAL0010726145001, received 2024-08-13 |
| Plan name | AMERICAN NATIONAL 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20240813153528NAL0010726145001, received 2024-08-13 |
| Sponsor EIN / plan number | 74-0484030 / 012 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20240813153528NAL0010726145001, received 2024-08-13 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20240813153528NAL0010726145001, received 2024-08-13 |
| Sponsor location | GALVESTON, TX | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20240813153528NAL0010726145001, received 2024-08-13 |
| Industry (business code) | 524140, Finance and insurance | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20240813153528NAL0010726145001, received 2024-08-13 |
| Plan year | 2023-01-01 to 2023-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20240813153528NAL0010726145001, received 2024-08-13 |
| Filing received | 2024-08-13 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20240813153528NAL0010726145001, received 2024-08-13 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20240813153528NAL0010726145001, received 2024-08-13 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20240813153528NAL0010726145001, received 2024-08-13 |
| Participants, beginning of year | 6,126 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20240813153528NAL0010726145001, received 2024-08-13 |
| Active participants | 4,224 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20240813153528NAL0010726145001, received 2024-08-13 |
| Participants, end of year | 5,984 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20240813153528NAL0010726145001, received 2024-08-13 |
| Participants with an account balance | 5,869 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20240813153528NAL0010726145001, received 2024-08-13 |
| Total assets, beginning of year | $369,736,992 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20240813153528NAL0010726145001, received 2024-08-13 |
| Total assets, end of year | $418,867,698 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20240813153528NAL0010726145001, received 2024-08-13 |
| Net assets, end of year | $418,867,698 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20240813153528NAL0010726145001, received 2024-08-13 |
| Total income | $98,263,190 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20240813153528NAL0010726145001, received 2024-08-13 |
| Net income | $49,130,706 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20240813153528NAL0010726145001, received 2024-08-13 |
| Employer contributions | $11,851,842 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20240813153528NAL0010726145001, received 2024-08-13 |
| Participant contributions | $21,076,268 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20240813153528NAL0010726145001, received 2024-08-13 |
| Other contributions (incl. rollovers) | $2,709,731 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20240813153528NAL0010726145001, received 2024-08-13 |
| Total contributions | $35,637,841 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20240813153528NAL0010726145001, received 2024-08-13 |
| Benefit payments | $48,864,641 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20240813153528NAL0010726145001, received 2024-08-13 |
| Total expenses (incl. benefit payments) | $49,132,484 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20240813153528NAL0010726145001, received 2024-08-13 |
| Total administrative expenses | $267,843 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20240813153528NAL0010726145001, received 2024-08-13 |
| Investment advisory and management fees | $267,843 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20240813153528NAL0010726145001, received 2024-08-13 |
| Administrative expenses excluding investment management | $0 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20240813153528NAL0010726145001, received 2024-08-13 |
| Held in common/collective trusts | $91,049,369 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20240813153528NAL0010726145001, received 2024-08-13 |
| Held in mutual funds | $318,348,905 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20240813153528NAL0010726145001, received 2024-08-13 |
| Independent auditor | PANNEL KERR FORSTER OF TEXAS | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20240813153528NAL0010726145001, received 2024-08-13 |
Position = column in the DOL layout for form year 2023. Filing 20240813153528NAL0010726145001, received 2024-08-13.
Service providers paid directly by the plan
No Schedule C line 2 providers are listed on this filing.
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20240813153528NAL0010726145001, received 2024-08-13.
No filing for the previous plan year is in the data, so there is no year-over-year comparison.
Alerts, claims and corrections
Sponsor name as filed: AMERICAN NATIONAL INSURANCE COMPANY; SEC registrant: AMERICAN NATIONAL INSURANCE CO (CIK 904163, matched by EIN).