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Form 5500 · Employee benefit plan · INDIANAPOLIS, IN

ONEAMERICA AGENTS' ASSOCIATION, INC

The filing calls this plan ONEAMERICA AGENTS' ASSOCIATION WELFARE BENEFITS PLAN.

ONEAMERICA AGENTS' ASSOCIATION, INC of INDIANAPOLIS, IN spreads its employee benefits across 4 insurance carriers, according to its Form 5500 Schedule A. Its broker of record is LOCASCIO HADDEN & DENNIS, LLC. Coverage is written through ANTHEM INSURANCE COMPANIES, INC. and 3 other carriers. The plan's most recent policy period ended in March.

Benefits broker of record
Policy year ends
Marchas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 83-2305378 · plan 550 · plan year 2025, filed Oct 14, 2025

Get an email when this employer files a new Form 5500, and again about four months before its plan renews.

44 other employer plans in Indiana have policy years ending in March. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.

How this plan is funded

Fully insured as reported

The plan's own financial statement reports paying insurance carriers about what the insurance contracts report in premium.

The filing says this plan is subject to the Form M-1 requirement for multiple-employer welfare arrangements.

All participants at the start of the year
771
Active at start of year
771
Active at end of year
794
Disclosed commissions
$55,989
Typical renewal
April 1

Benefits declared on this filing

Healthinsured — ANTHEM INSURANCE COMPANIES, INC.747 of 771 participants (97%)
Dentalinsured — DELTA DENTAL OF INDIANA692 of 771 participants (90%)
Visioninsured — VISION SERVICE PLAN271 of 771 participants (35%)
Lifeinsured — AMERICAN UNITED LIFE INSURANCE COMPANY820 of 771 participants on the largest contract
Disabilityinsured — AMERICAN UNITED LIFE INSURANCE COMPANY208 of 771 participants (27%)

Also declared: other welfare.

Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.

Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.

Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.

Plan brief

Schedule A lists 6 insured contracts covering health, dental, vision, life and disability; the largest, with ANTHEM INSURANCE COMPANIES, INC., covers 747 people.

Reported premium across the insured contracts is $5,701,839, with $55,989 in disclosed broker commissions — about 1% of premium.

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

LOCASCIO HADDEN & DENNIS, LLC is the broker of record on 3 of the 6 contracts; the rest name a different broker or none.

4 carriers appear on the filing, including ANTHEM INSURANCE COMPANIES, INC., DELTA DENTAL OF INDIANA, AMERICAN UNITED LIFE INSURANCE COMPANY and VISION SERVICE PLAN. ANTHEM INSURANCE COMPANIES, INC. writes the largest contract by premium.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
DELTA DENTAL OF INDIANADental692Apr 1, 2025$282,240$28,528
ANTHEM INSURANCE COMPANIES, INC.Health747Apr 1, 2025$4,920,838$25,568
VISION SERVICE PLANVision271Apr 1, 2025$41,333$1,893
AMERICAN UNITED LIFE INSURANCE COMPANYDisability208Apr 1, 2025$204,021$0
AMERICAN UNITED LIFE INSURANCE COMPANYLife820Apr 1, 2025$189,958$0
AMERICAN UNITED LIFE INSURANCE COMPANYLife135Apr 1, 2025$63,449$0

Premium and claims on this contract

DELTA DENTAL OF INDIANA, contract 00001234. For the contract year on this filing, the carrier reported $282,240 in premium earned and $212,872 in claims incurred. Dividing one by the other gives 75%.

  • DELTA DENTAL OF INDIANA, contract 00001234 reported $52,722 in retention.

Retention is what the carrier kept of the premium after claims, as reported: administration, commissions and other charges.

Only experience-rated contracts report these figures, so most filings leave them blank.

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
ONEAMERICA AGENTS' ASSOCIATION, INC
EIN 83-2305378
BUSINESSOLVER
Contract administrator · EIN 42-1503807
$123,449
paid directly by the plan
FORVIS MAZARS, LLP
Accounting and audit · EIN 44-0160260
$30,350
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

Money the plan held and paid out

Plan assets at year end
$47,910
Paid out in benefits
$5,700,742
Paid to insurance carriersSchedule H, line 2e(2)
$5,700,742
Independent accountantEIN 44-0160260
FORVIS MAZARS, LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified
Audit fee
$30,350

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

These are the plan's own figures from Schedule H, the financial statement it files. They are not the premium on Schedule A.

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Renewal calendar

44 other employer plans in Indiana are April 1 renewals (policy year ends March).

Their policy years end in March, like this plan’s, so most renew April 1. The calendar lists every insured group by renewal date and state, with broker of record, carrier and disclosed commission. You can preview the five largest in each month for free.

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