Ameritas Holding Company, Lincoln, NE. EIN 47-0806844. Annual reports 2009–2025.
Ameritas Holding Company has 3 active retirement plans on file. The largest is the Ameritas 401(k) Retirement Plan, with 3,575 participants and $880 million in assets in 2025. Ameritas has been its recordkeeper since 2009.
Ameritas Home Office Retirement Plan Committee 5900 O Street Lincoln, NE 68510 (402) 467-1122As filed for 2025
In effect since
March 1, 1954
Earlier plan names: Unifi Pension Plan.
Year by year, 2009 to 2025
Plan year
Participants
Net assets
Recordkeeper
2025
1,803
$231 million
not listed
2024
1,868
$237 million
not listed
2023
1,918
$258 million
not listed
2022
2,012
$284 million
not listed
2021
2,090
$419 million
not listed
2020
2,169
$451 million
not listed
2019
2,240
$421 million
not listed
2018
2,297
$386 million
Ameritas
2017
2,355
$406 million
Ameritas
2016
2,426
$360 million
Ameritas
2015
2,477
$339 million
Ameritas
2014
2,721
$349 million
Ameritas
2013
2,881
$322 million
Ameritas
2012
3,305
$292 million
Ameritas
2011
3,361
$254 million
Ameritas
2010
3,408
$253 million
Ameritas
2009
3,461
$225 million
not listed
Ameritas Agent 401(k) Retirement Plan
401(k)Active
Active. The plan filed its annual report for the 2025 plan year.
Plan number
010Employer EIN 47-0806844
Participants (2025)
503
Net assets (2025)
$87.4 million
Recordkeeper
AmeritasEarlier: Union Central Life Insurance (2009–2013)
Plan administrator
Ameritas Agents Benefits Committee 5900 O Street Lincoln, NE 68510 (402) 467-1122As filed for 2025
In effect since
October 1, 1993
Earlier plan names: Unifi Agent 401(k) Retirement Plan.
Year by year, 2009 to 2025
Plan year
Participants
Net assets
Recordkeeper
2025
503
$87.4 million
Ameritas
2024
605
$89.8 million
Ameritas
2023
669
$88.7 million
Ameritas
2022
688
$81.7 million
Ameritas
2021
661
$97.0 million
Ameritas
2020
572
$86.8 million
Ameritas
2019
623
$84.8 million
Ameritas
2018
570
$69.5 million
Ameritas
2017
538
$73.8 million
Ameritas
2016
526
$62.9 million
Ameritas
2015
603
$61.4 million
Ameritas
2014
558
$60.5 million
Ameritas
2013
546
$59.3 million
Union Central Life Insurance
2012
546
$52.1 million
Union Central Life Insurance
2011
567
$44.5 million
Union Central Life Insurance
2010
606
$45.4 million
Union Central Life Insurance
2009
625
$41.9 million
Union Central Life Insurance
If you had money in one of these plans
Call Ameritas, which runs the Ameritas 401(k) Retirement Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((402) 467-1122). That number was filed for 2025; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.
What these numbers are
They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.