2023 Form 5500 filing — North Dakota Farmers Union Employee Salary 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 20251015145426NAL0002489267001) for North Dakota Farmers Union Employee Salary Savings Plan, reported by Agraria Insurance Company under EIN 45-0214096 and plan number 003. It reports 134 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251015145426NAL0002489267001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Agraria Insurance Company
- EIN
- 45-0214096
- Plan number
- 003
- 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)
- $12,446,751
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,446,751
- Employer contributions
- $265,219
- Participant contributions
- $733,330
- Total income / additions
- $2,675,319
- Benefits paid
- $458,847
- Administrative expenses
- $66,693
- Total expenses
- $525,540
- Net increase / (decrease)
- $2,149,779
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $50,316 | $0 |
| Brady Martz & Associates Pc | NONE | $8,137 | not reported in the loaded dataset |
| Robert Mastel Dba Rpm Advisors LLC | NONE | $8,092 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | NONE | $148 | not reported in the loaded dataset |