Forethought Financial Services, Inc. 401(k) Plan (terminated 2014): Login, Facts & Contact Information

Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2014, when $24.3 million was transferred out of the plan. Assets moved to the GLOBAL ATLANTIC FINANCIAL COMPANY 401(K) PLAN (sponsored by GLOBAL ATLANTIC FINANCIAL COMPANY). If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

See the GLOBAL ATLANTIC FINANCIAL COMPANY 401(K) PLAN →

Forethought Financial Services, Inc. 401(k) Plan Facts (plan year 2014)

Plan name
FORETHOUGHT 401(K) RETIREMENT PLAN
Plan type
401(k) with employer contributions
Plan sponsor
FORETHOUGHT FINANCIAL SERVICES, INC.
Participants
515
Former employees with a balance
0
Plan year
Jan 1, 2014 – May 1, 2014
Plan established
Jul 1, 2004
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window— Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2014 (Jan 1, 2014 – May 1, 2014), filed Mar 12, 2015. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2014

  • $46 went into the plan in contributions.
  • $2.05 million was paid out to participants.
  • Investment and other income added $109,517.

How the Forethought Financial Services, Inc. 401(k) changed, 2009–2014

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2009307$16.0 million$523,512$1.09 million
2010251$19.5 million$512,703$522,215
2011327$19.7 million$593,012$2.10 million
2012356$22.8 million$607,642$1.43 million
2013415$26.3 million$927,942$4.55 million
2014 (final)515$0$0$2.05 million

Forethought Financial Services, Inc. 401(k) Contact Information

Phone
812-933-6600
Mailing address
ONE FORETHOUGHT CENTER, BATESVILLE IN 470060216
Plan sponsor
FORETHOUGHT FINANCIAL SERVICES, INC.
Employer identification number (EIN)
35-1642997
Plan number
001

Questions about the Forethought Financial Services, Inc. 401(k)

Is the Forethought Financial Services, Inc 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2014. Its assets were transferred to the GLOBAL ATLANTIC FINANCIAL COMPANY 401(K) PLAN.

Does Forethought Financial Services, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement.

Does the Forethought Financial Services, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Forethought Financial Services, Inc 401(k) plan?

515 participants at the start of plan year 2014.

Who manages the Forethought Financial Services, Inc 401(k) accounts?

Fidelity NetBenefits is the plan's recordkeeper, which is where participants log in to see their balance.

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