2023 Form 5500 filing — Agraria Insurance Company 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 20241015092302NAL0029121537001) for Agraria Insurance Company Pension Plan, reported by Farmers Union Holding Company under EIN 85-2039220 and plan number 001. It reports 134 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015092302NAL0029121537001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Farmers Union Holding Company
- EIN
- 85-2039220
- Plan number
- 001
- Location
- Jamestown, ND
- Participants
- 134
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,803,886
- Total liabilities (EOY)
- $10,562
- Net assets (EOY)
- $9,793,324
- Employer contributions
- $800,000
- Total income / additions
- $1,745,060
- Benefits paid
- $517,085
- Administrative expenses
- $137,832
- Total expenses
- $654,917
- Net increase / (decrease)
- $1,090,143
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Great West Life & Annuity Insurance | CONTRACT ADMINISTRATOR | $53,920 | not reported in the loaded dataset |
| Brady Martz And Associates Pc | CPA | $19,590 | not reported in the loaded dataset |
| Advanced Capital Group | INVESTMENT ADVISORY SVC | $11,446 | not reported in the loaded dataset |