2023 Form 5500 filing — Germania Companies Employees Defined Benefit Pension 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 20241014123204NAL0014924691001) for Germania Companies Employees Defined Benefit Pension Plan, reported by Germania Farm Mutual Insurance Association under EIN 74-0643240 and plan number 001. It reports 382 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014123204NAL0014924691001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Germania Farm Mutual Insurance Association
- EIN
- 74-0643240
- Plan number
- 001
- Location
- Brenham, TX
- Participants
- 382
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $91,104,150
- Total liabilities (EOY)
- $14,396
- Net assets (EOY)
- $91,089,754
- Total income / additions
- $8,011,266
- Benefits paid
- $6,228,875
- Administrative expenses
- $334,082
- Total expenses
- $6,562,957
- Net increase / (decrease)
- $1,448,309
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Global Investors LLC | INVESTMENT ADVISORY | $161,001 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $92,581 | $0 |
| Capfinancial Partners | INVESTMENT ADVISORY | $67,500 | not reported in the loaded dataset |
| Jaynes Reitmeier Boyd & | ACCOUNTANT | $13,000 | not reported in the loaded dataset |