Indiana Farm Bureau Retirement Plan — Form 5500 plan (United Farm Family Life Insurance Company)
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 Retirement Plan is a benefit plan reported by United Farm Family Life Insurance Company under EIN 35-1097117 and plan number 107. The latest loaded filing year is 2023. The filing reports 1,860 participants and $231,481,966 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Farm Family Life Insurance Company
- EIN
- 35-1097117
- Plan number
- 107
- Plan type
- 2
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- 1,860
- End-of-year plan assets
- $231,481,966
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,860 | H, C | 20240924153033NAL0023261936001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $231,481,966
- Total liabilities (EOY)
- $166,115
- Net assets (EOY)
- $231,315,851
- Net assets (BOY)
- $232,546,034
Income & contributions
- Total contributions
- $0
- Total income / additions
- $15,882,920
Expenses & distributions
- Benefits paid
- $16,310,684
- Administrative expenses
- $802,419
- Total expenses
- $17,113,103
- Net increase / (decrease)
- -$1,230,183
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Instit Asset Manage | NONE | $425,815 | not reported in the loaded dataset | 2023 |
| Fid Inv Inst Ops Co | NONE | $172,566 | not reported in the loaded dataset | 2023 |
| Johnson Lambert | NONE | $15,600 | not reported in the loaded dataset | 2023 |
| Procourse Fiduciary Advisors | NONE | $10,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Farm Family Life Insurance Company
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Indianapolis, IN
- Fidelity Instit Asset Manage — Schedule C compensation
- Fid Inv Inst Ops Co — Schedule C compensation
- Johnson Lambert — Schedule C compensation
- Procourse Fiduciary Advisors — Schedule C compensation