2023 Form 5500 filing — Southern Farm Bureau Life Insurance Company Retirement 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 20250401154401NAL0004452707001) for Southern Farm Bureau Life Insurance Company Retirement Plan, reported by Southern Farm Bureau Life Insurance Company under EIN 64-0283583 and plan number 001. It reports 963 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250401154401NAL0004452707001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southern Farm Bureau Life Insurance Company
- EIN
- 64-0283583
- Plan number
- 001
- Location
- Jackson, MS
- Participants
- 963
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $229,947,844
- Total liabilities (EOY)
- $696,569
- Net assets (EOY)
- $229,251,275
- Employer contributions
- $0
- Total income / additions
- -$2,655,332
- Benefits paid
- $13,047,712
- Administrative expenses
- $641,467
- Total expenses
- $13,689,179
- Net increase / (decrease)
- -$16,344,511
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Investment Ser | INVESTMENT CONSULTANT | $132,438 | not reported in the loaded dataset |
| New England Pension Consultants | INVESTMENT CONSULTANT | $40,137 | not reported in the loaded dataset |
| The Northern Trust Company | TRUSTEE | $28,861 | not reported in the loaded dataset |