Farmers Mutual 401(K) Savings Plan — Form 5500 plan (Farmers Mutual Insurance Co. Of Ne)
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, Farmers Mutual 401(K) Savings Plan is a benefit plan reported by Farmers Mutual Insurance Co. Of Ne under EIN 47-0157205 and plan number 002. The latest loaded filing year is 2023. The filing reports 428 participants and $70,179,192 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Farmers Mutual Insurance Co. Of Ne
- EIN
- 47-0157205
- Plan number
- 002
- Plan type
- 2
- Location
- Lincoln, NE
- Latest filing year
- 2023
- Participants
- 428
- End-of-year plan assets
- $70,179,192
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 428 | H, C | 20240731095505NAL0036243024001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $70,179,192
- Net assets (EOY)
- $70,179,192
- Net assets (BOY)
- $57,418,675
Income & contributions
- Employer contributions
- $1,311,315
- Participant contributions
- $2,626,576
- Total contributions
- $4,347,629
- Total income / additions
- $15,074,237
Expenses & distributions
- Benefits paid
- $2,210,614
- Administrative expenses
- $103,106
- Total expenses
- $2,313,720
- Net increase / (decrease)
- $12,760,517
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $103,106 | $0 | 2023 |
| D A Davidson & Co | INVESTMENT ADVISORY | $0 | $32,000 | 2023 |