2023 Form 5500 filing — Farmers Mutual 401(K) Savings Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240731095505NAL0036243024001) for Farmers Mutual 401(K) Savings Plan, reported by Farmers Mutual Insurance Co. Of Ne under EIN 47-0157205 and plan number 002. It reports 428 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731095505NAL0036243024001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Farmers Mutual Insurance Co. Of Ne
- EIN
- 47-0157205
- Plan number
- 002
- Location
- Lincoln, NE
- Participants
- 428
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $70,179,192
- Net assets (EOY)
- $70,179,192
- Employer contributions
- $1,311,315
- Participant contributions
- $2,626,576
- Total income / additions
- $15,074,237
- Benefits paid
- $2,210,614
- Administrative expenses
- $103,106
- Total expenses
- $2,313,720
- Net increase / (decrease)
- $12,760,517
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $103,106 | $0 |
| D A Davidson & Co | INVESTMENT ADVISORY | $0 | $32,000 |