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
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 678 | H, C | 20241010125525NAL0020103393001 |
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)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Detalus Advisors | NONE | $92,713 | not reported in the loaded dataset | 2023 |
| Cbiz Cottonwood | NONE | $34,065 | not reported in the loaded dataset | 2023 |
| Williams-Keepers LLC | NONE | $14,465 | not reported in the loaded dataset | 2023 |
| Husch Blackwell | NONE | $5,160 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Missouri Farm Bureau Federation
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Jefferson City, MO
- Detalus Advisors — Schedule C compensation
- Cbiz Cottonwood — Schedule C compensation
- Williams-Keepers LLC — Schedule C compensation
- Husch Blackwell — Schedule C compensation