State Farm Insurance Companies Retirement Plan For United States Employees — Form 5500 plan (State Farm Mutual Automobile 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, State Farm Insurance Companies Retirement Plan For United States Employees is a benefit plan reported by State Farm Mutual Automobile Insurance Company under EIN 37-0533100 and plan number 001. The latest loaded filing year is 2023. The filing reports 116,786 participants and $35,242,945,747 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- State Farm Mutual Automobile Insurance Company
- EIN
- 37-0533100
- Plan number
- 001
- Plan type
- 2
- Location
- Bloomington, IL
- Latest filing year
- 2023
- Participants
- 116,786
- End-of-year plan assets
- $35,242,945,747
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 116,786 | H, C | 20241011180048NAL0037924448001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,242,945,747
- Total liabilities (EOY)
- $1,181,966
- Net assets (EOY)
- $35,241,763,781
- Net assets (BOY)
- $32,128,256,167
Income & contributions
- Total contributions
- $0
- Total income / additions
- $4,216,738,537
Expenses & distributions
- Benefits paid
- $1,080,111,494
- Administrative expenses
- $23,119,429
- Total expenses
- $1,103,230,923
- Net increase / (decrease)
- $3,113,507,614
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alight Solutions LLC | NONE | $4,860,512 | $8,201 | 2023 |
| Capital International, Inc. | NONE | $2,098,363 | $0 | 2023 |
| Jp Morgan Chase Bank, N.A. | NONE | $572,910 | $197,534 | 2023 |
| The Northern Trust Company | NONE | $186,958 | $0 | 2023 |
| Aon | NONE | $185,267 | not reported in the loaded dataset | 2023 |
| Pricewaterhousecoopers | NONE | $143,262 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for State Farm Mutual Automobile Insurance Company
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Bloomington, IL
- Alight Solutions LLC — Schedule C compensation
- Capital International, Inc. — Schedule C compensation
- Jp Morgan Chase Bank, N.A. — Schedule C compensation
- The Northern Trust Company — Schedule C compensation
- Aon — Schedule C compensation
- Pricewaterhousecoopers — Schedule C compensation