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Original filing (PDF)20250910095049NAL0013084595003
AMERITAS HOLDING COMPANY
Form 5500
FILING_RECEIVED
AMERITAS PENSION PLAN
Defined-benefit pension plan
Signals · 2
27% in single holdingNo recordkeeper disclosed
Active participants
217
Accounts w/ balance
—
Plan assets (EOY)
$236.9M
Net assets (EOY)
$236.9M
How this plan invests
This plan
1 pooled trust
Schedule D
10 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
87
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Long-Term Investment Grade, Admiral Shares" is 27% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMERITAS HOLDING COMPANY.
Plan sponsor
Name
AMERITAS HOLDING COMPANY
EIN
47-0806844
Address
5900 O STREET · LINCOLN, NE · 68510
Phone
(402) 467-1122
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
335
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-10
Pension benefit codes
1A · Pay-related DB formula
1E · Section 401(h) arrangement
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MEADEN & MOORE, LTD.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWER WATSON US LLC | 53-0181291 | — | NONE | $259K | — |
| MEADEN & MOORE, LTD | 34-1818258 | — | NONE | $14K | — |
Investments
10 direct securities · 1 pooled fund· $473.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Pooled Separate Account
$236.9M
1 holding
Uncategorized
$236.9M
10 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT D AMERITAS LIFE INSURANCE CORP. · EIN 47-0098400 / PN 001 | Pooled Separate Account | — | — | $236.9M | 100.0% | |
| Vanguard Long-Term Investment Grade, Admiral Shares | — | — | $60.6M | $63.4M | 26.8% | |
| Fidelity Long-Term Treasury Bond Index Fund | — | — | $55.7M | $49.6M | 20.9% | |
| Calvert Income, Class I | — | — | $20.1M | $22.7M | 9.6% | |
| TCW Metwest Total Return Bond, M | — | — | $20.7M | $21.9M | 9.2% | |
| Vanguard Total Bond Market Index, Admiral Shares | — | — | $20.7M | $21.3M | 9.0% | |
| Payden Low Duration, Investor Class | — | — | $15.6M | $17.5M | 7.4% | |
| Calvert Short Duration Income, Class I | — | — | $14.6M | $17.0M | 7.2% | |
| Fidelity VIP Index 500, Initial Class | — | — | $10.7M | $14.3M | 6.0% | |
| American Funds International Growth and Income, Class R4 | — | — | $3.5M | $4.6M | 1.9% | |
| Calvert VP S&P Mid Cap 400 Index | — | — | $1.8M | $4.6M | 1.9% |
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