Defined Benefit (Pension)
2023 plan-year Defined Benefit (Pension) DOL Form 5500

Armed Forces Insurance Pension Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Armed Forces Insurance Exchange · Kansas · Finance & Insurance

What the 2023 filing shows

Armed Forces Insurance Pension Plan holds $30M for 110 participants — about $276,948 per participant, up 6.4% over the 2023 plan year.

$30M
total plan assets (2023 EOY)
110
covered participants
$276,948
avg assets per participant
+6.4%
assets growth YoY
Total Assets (2023)
$30M
Participants
110
State
Industry
Finance & Insurance

What the Filing Says About Armed Forces Insurance Pension Plan

Armed Forces Insurance Pension Plan is a Defined Benefit (Pension) retirement plan sponsored by Armed Forces Insurance Exchange, headquartered in Kansas. As of the 2023 Form 5500 filing, the plan reports $30M in total end-of-year assets and covers 110 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 480933281, and the plan has been effective since 1960-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $29M at the beginning of 2023 to $30M at year-end — a gain of 6.4%. Net assets (after liabilities) closed the year at $30M, with reported net income of $2M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$29M
Total Assets (End of Year)$30M
Net Assets (End of Year)$30M
Net Income$2M
Plan TypeDefined Benefit (Pension)
Employer EIN480933281
Plan Effective Date1960-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Armed Forces Insurance Exchange)

Year Plans Participants Total Assets
2022 2 305 $60M
2023 2 257 $63M
2024 2 242 $43M

Nearby Defined Benefit (Pension) Plans in Kansas

Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Armed Forces Insurance Pension Plan?
As of the 2023 Form 5500 filing, Armed Forces Insurance Pension Plan holds $30M in total assets with 110 participants. It is sponsored by Armed Forces Insurance Exchange.
What type of plan is Armed Forces Insurance Pension Plan?
Armed Forces Insurance Pension Plan is a Defined Benefit (Pension) plan. It has been effective since 1960-01-01. The plan is filed with the U.S. Department of Labor under EIN 480933281.
Who sponsors the Armed Forces Insurance Pension Plan?
Armed Forces Insurance Pension Plan is sponsored by Armed Forces Insurance Exchange, located in Kansas. The sponsor's EIN is 480933281 and the plan operates in the Finance & Insurance industry.
How did Armed Forces Insurance Pension Plan perform in 2023?
Armed Forces Insurance Pension Plan grew by 6.4% during 2023, moving from $29M to $30M in total assets. Net income was $2M.
Where can I find official filings for Armed Forces Insurance Pension Plan?
Official Form 5500 filings for Armed Forces Insurance Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 480933281 or plan name at efast.dol.gov.
How does Armed Forces Insurance Pension Plan compare to other plans?
You can compare Armed Forces Insurance Pension Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in Kansas on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 480933281.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.