Plan5500

401(K) Plan Of Wisconsin Farm Bureau Federation And Affiliates — Form 5500 plan (Wisconsin Farm Bureau Federation Cooperative)

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, 401(K) Plan Of Wisconsin Farm Bureau Federation And Affiliates is a benefit plan reported by Wisconsin Farm Bureau Federation Cooperative under EIN 39-0808613 and plan number 334. The latest loaded filing year is 2023. The filing reports 285 participants and $35,901,804 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$35.8MPlan net assets, end of year$35,807,006
Participants285Covered participants reported
Assets / participant$126KComputed: assets ÷ participants$125,971 (computed)
Provider compensation$32.9K2 Schedule C provider row(s)$32,906
Plan sponsor
Wisconsin Farm Bureau Federation Cooperative
EIN
39-0808613
Plan number
334
Plan type
2
Location
Madison, WI
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    285 participants · 2Sch HSch C
    View filing →
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)$35.9M total assets
Net assets$35.8MLiabilities$94.8K
Money in vs. money out
Total income / additions$8.9M
Total expenses$2.7M
Benefits paid / distributions$2.6M
Contributions
Employer$781K
Participant$1.8M
Full reported line items

Net assets

Total assets (EOY)
$35,901,804
Total liabilities (EOY)
$94,798
Net assets (EOY)
$35,807,006
Net assets (BOY)
$29,561,425

Income & contributions

Employer contributions
$781,007
Participant contributions
$1,763,415
Total contributions
$2,720,093
Total income / additions
$8,923,049

Expenses & distributions

Benefits paid
$2,639,685
Administrative expenses
$37,783
Total expenses
$2,677,468
Net increase / (decrease)
$6,245,581
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 31%Participant 69%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income30%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Oneamerica Retirement Services LLC$32.9K
    NONE · Direct $32.9K
  2. 2
    Matrix Trust Company$0
    NONE · Direct $0 · Indirect $0

Related Form 5500 pages