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Original filing (PDF)20251014140046NAL0002961377001
ARMED FORCES INSURANCE EXCHANGE
Form 5500
FILING_RECEIVED
ARMED FORCES INSURANCE RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
135
Accounts w/ balance
180
Plan assets (EOY)
$42.6M
Net assets (EOY)
$42.6M
How this plan invests
This plan
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARMED FORCES INSURANCE EXCHANGE.
Plan sponsor
Name
ARMED FORCES INSURANCE EXCHANGE
EIN
48-0933281
Address
550 EISENHOWER · LEAVENWORTH, KS · 66048
Phone
(913) 727-4303
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $5K | — |
Investments
24 direct securities· $42.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Contribution Account Ascensus Trust Company 0 | — | — | — | $4.6M | 10.8% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $4.1M | 9.7% | |
| Vanguard Windsor II Adm Vanguard 0 | — | — | — | $4.0M | 9.4% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $3.9M | 9.2% | |
| Vanguard Total Stock Market ETF Vanguard 0 | — | — | — | $3.2M | 7.5% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $2.8M | 6.6% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $2.7M | 6.4% | |
| Vanguard U.S. Growth Adm Vanguard 0 | — | — | — | $2.7M | 6.3% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $2.7M | 6.3% | |
| Vanguard Dividend Growth Inv Vanguard 0 | — | — | — | $2.2M | 5.2% | |
| Vanguard Growth Index ETF Vanguard 0 | — | — | — | $1.7M | 3.9% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $1.5M | 3.5% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $1.4M | 3.2% | |
| Vanguard Total Bond Market ETF Vanguard 0 | — | — | — | $1.1M | 2.7% | |
| Vanguard Mid Cap Index ETF Vanguard 0 | — | — | — | $770K | 1.8% | |
| Vanguard Total International Stock ETF Vanguard 0 | — | — | — | $674K | 1.6% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $657K | 1.5% | |
| Vanguard Small Cap Index ETF Vanguard 0 | — | — | — | $626K | 1.5% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $296K | 0.7% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $293K | 0.7% | |
| Vanguard Short-Term Bond ETF Vanguard 0 | — | — | — | $273K | 0.6% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $263K | 0.6% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $82K | 0.2% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $41K | <0.1% |
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