2023 Form 5500 filing — Missouri Farm Bureau Insurance Brokerage Agents' Retirement Plan And Trust
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 20241010131006NAL0020120609001) for Missouri Farm Bureau Insurance Brokerage Agents' Retirement Plan And Trust, reported by Missouri Farm Bureau Insurance Brokerage, Inc. under EIN 43-1273795 and plan number 001. It reports 177 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010131006NAL0020120609001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Missouri Farm Bureau Insurance Brokerage, Inc.
- EIN
- 43-1273795
- Plan number
- 001
- Location
- Jefferson City, MO
- Participants
- 177
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,885,183
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,885,183
- Employer contributions
- $605,247
- Participant contributions
- $778,948
- Total income / additions
- $5,158,292
- Benefits paid
- $3,112,105
- Administrative expenses
- $105,231
- Total expenses
- $3,217,336
- Net increase / (decrease)
- $1,940,956
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sundvold Financial | INVESTMENT CONSULTANT | $83,359 | not reported in the loaded dataset |
| John Hancock Retirement Plan Svcs | CONTRACT ADMINISTRATOR | $21,872 | $0 |