Missouri Farm Bureau Retirement Plan Trust — Form 5500 plan (Missouri Farm Bureau Federation)

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, Missouri Farm Bureau Retirement Plan Trust is a benefit plan reported by Missouri Farm Bureau Federation under EIN 44-0356250 and plan number 001. The latest loaded filing year is 2023. The filing reports 678 participants and $78,297,728 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Missouri Farm Bureau Federation
EIN
44-0356250
Plan number
001
Plan type
2
Location
Jefferson City, MO
Latest filing year
2023
Participants
678
End-of-year plan assets
$78,297,728

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023678H, C20241010125525NAL0020103393001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$78,297,728
Total liabilities (EOY)
$31,132
Net assets (EOY)
$78,266,596
Net assets (BOY)
$67,435,253

Income & contributions

Employer contributions
$2,800,000
Total contributions
$2,800,000
Total income / additions
$14,279,383

Expenses & distributions

Benefits paid
$3,236,364
Administrative expenses
$211,676
Total expenses
$3,448,040
Net increase / (decrease)
$10,831,343

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Detalus AdvisorsNONE$92,713not reported in the loaded dataset2023
Cbiz CottonwoodNONE$34,065not reported in the loaded dataset2023
Williams-Keepers LLCNONE$14,465not reported in the loaded dataset2023
Husch BlackwellNONE$5,160not reported in the loaded dataset2023

Related Form 5500 pages