Indiana Farm Bureau Companies Employees' 401(K) Savings Plan — Form 5500 plan (United Farm Family Life Insurance)
Plain-English plan 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, Indiana Farm Bureau Companies Employees' 401(K) Savings Plan is a benefit plan reported by United Farm Family Life Insurance under EIN 35-1097117 and plan number 106. The latest loaded filing year is 2023. The filing reports 1,672 participants and $268,445,444 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Farm Family Life Insurance
- EIN
- 35-1097117
- Plan number
- 106
- Plan type
- 2
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- 1,672
- End-of-year plan assets
- $268,445,444
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,672 | H, C | 20240924152843NAL0007556787001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $268,445,444
- Total liabilities (EOY)
- $7,800
- Net assets (EOY)
- $268,437,644
- Net assets (BOY)
- $246,197,646
Income & contributions
- Employer contributions
- $12,058,699
- Participant contributions
- $7,654,067
- Total contributions
- $20,399,510
- Total income / additions
- $52,895,461
Expenses & distributions
- Benefits paid
- $30,480,364
- Administrative expenses
- $175,099
- Total expenses
- $30,655,463
- Net increase / (decrease)
- $22,239,998
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Invest Inst Op | RECORDKEEPER | $104,504 | $0 | 2023 |
| Procourse Fiduciary Advisors, LLC | INVESTMENT ADVISOR | $54,995 | not reported in the loaded dataset | 2023 |
| Johnson Lambert Llp | AUDITOR | $15,600 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Farm Family Life Insurance
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Indianapolis, IN
- Fidelity Invest Inst Op — Schedule C compensation
- Procourse Fiduciary Advisors, LLC — Schedule C compensation
- Johnson Lambert Llp — Schedule C compensation