Farm Bureau Employees' 401(K) Plan — Form 5500 plan (Michigan Farm Bureau)

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, Farm Bureau Employees' 401(K) Plan is a benefit plan reported by Michigan Farm Bureau under EIN 38-1718391 and plan number 333. The latest loaded filing year is 2023. The filing reports 1,479 participants and $206,959,154 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$207MPlan net assets, end of year$206,959,154
Participants1.5KCovered participants reported1,479
Assets / participant$139.9KComputed: assets ÷ participants$139,932 (computed)
Provider compensation$149.6K1 Schedule C provider row(s)$149,571
Plan sponsor
Michigan Farm Bureau
EIN
38-1718391
Plan number
333
Plan type
3
Location
Lansing, MI
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,479H, C20240624120758NAL0005984225001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$207M total assets
Net assets$207MLiabilities$0
Money in vs. money out
Total income / additions$42.8M
Total expenses$11.2M
Benefits paid / distributions$11.1M
Contributions
Employer$5.4M
Participant$8.9M
Full reported line items

Net assets

Total assets (EOY)
$206,959,154
Total liabilities (EOY)
$0
Net assets (EOY)
$206,959,154
Net assets (BOY)
$175,424,929

Income & contributions

Employer contributions
$5,437,471
Participant contributions
$8,880,802
Total contributions
$15,685,683
Total income / additions
$42,764,530

Expenses & distributions

Benefits paid
$11,072,218
Administrative expenses
$149,571
Total expenses
$11,230,305
Net increase / (decrease)
$31,534,225
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 38%Participant 62%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income26%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$149,571$02023

Related Form 5500 pages