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Original filing (PDF)20251014155509NAL0003331249001
ONEAMERICA AGENTS' ASSOCIATION, INC
Form 5500
FILING_RECEIVED
ONEAMERICA AGENTS' ASSOCIATION WELFARE BENEFITS PLAN
Health & welfare plan
Signals · 2
~32102 bps in Sched C feesNo recordkeeper disclosed
Active participants
794
Accounts w/ balance
—
Plan assets (EOY)
$48K
Net assets (EOY)
$48K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 32102 bps in Schedule C fees — 20217% above peer band of 158 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ONEAMERICA AGENTS' ASSOCIATION, INC.
Plan sponsor
Name
ONEAMERICA AGENTS' ASSOCIATION, INC
EIN
83-2305378
Address
ONE AMERICAN SQUARE · P. O. BOX 368 · INDIANAPOLIS, IN · 46206
Phone
(317) 285-5001
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
550
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2025-10-14
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4H · Long-Term Disability
4Q · Other
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BUSINESSOLVER | 42-1503807 | — | NONE | $123K | — |
| FORVIS MAZARS, LLP | 44-0160260 | — | NONE | $30K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.