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Form 5500 · Employee benefit plan · INDIANAPOLIS, IN

AMERICAN UNITED LIFE INSURANCE COMPANY

AMERICAN UNITED LIFE INSURANCE COMPANY of INDIANAPOLIS, IN is a 2,843-participant finance and insurance employer — a large group whose insured benefits are disclosed on Schedule A of its Form 5500. Its broker of record is UNITED BENEFIT ADVISORS INC. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 4 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 35-0145825 · plan 516 · as of Aug 2026

Participants
2,843
Carriers on file
6
Disclosed commissions
$62,888
Renewal month
December

Plan brief

Schedule A lists 6 insured contracts covering dental, vision, life, disability and stop-loss; the largest, with SUN LIFE ASSURANCE COMPANY OF CANADA, covers 2,080 people.

The only insured piece of the health benefit is stop-loss coverage — the plan itself is self-funded, so premium and commission here reflect the stop-loss contract, not medical premium.

Reported premium across the insured contracts is $8,256,096, with $62,888 in disclosed broker commissions — about 0.8% of premium.

The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.

UNITED BENEFIT ADVISORS INC is the broker of record on 1 of the 6 contracts; the rest name a different broker or none.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
SUN LIFE ASSURANCE COMPANY OF CANADAStop-loss2,080December$2,734,306$46,475
VISION SERVICE PLANVision2,036December$278,428$13,923
DELTA DENTAL OF INDIANADental5,074December$1,782,681$2,490
AMERICAN UNITED LIFE INSURANCE COMPANYLife2,695December$1,664,713$0
AMERICAN UNITED LIFE INSURANCE COMPANYDisability2,401December$1,273,895$0
HARTFORD LIFE AND ACCIDENT176December$522,073$0

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