Georgia Farm Bureau Mutual Insurance Company Retirement Plan — Form 5500 plan (Georgia Farm Bureau Mutual Company)
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, Georgia Farm Bureau Mutual Insurance Company Retirement Plan is a benefit plan reported by Georgia Farm Bureau Mutual Company under EIN 58-0707657 and plan number 001. The latest loaded filing year is 2023. The filing reports 776 participants and $80,299,198 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Georgia Farm Bureau Mutual Company
- EIN
- 58-0707657
- Plan number
- 001
- Plan type
- 2
- Location
- Macon, GA
- Latest filing year
- 2023
- Participants
- 776
- End-of-year plan assets
- $80,299,198
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 776 | H, C | 20250409143049NAL0022328673001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $80,299,198
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $80,299,198
- Net assets (BOY)
- $89,310,681
Income & contributions
- Total contributions
- $0
- Total income / additions
- $1,124,742
Expenses & distributions
- Benefits paid
- $9,872,574
- Administrative expenses
- $263,651
- Total expenses
- $10,136,225
- Net increase / (decrease)
- -$9,011,483
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $236,651 | $0 | 2023 |
| Alliant Insurance Services LLC | INVESTMENT ADVISORY | $27,000 | not reported in the loaded dataset | 2023 |