Plan5500

Alabama Farmers Federation And Affiliated Companies Retirement Plan — Form 5500 plan (Alfa Mutual Insurance 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, Alabama Farmers Federation And Affiliated Companies Retirement Plan is a benefit plan reported by Alfa Mutual Insurance Company under EIN 63-0262164 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,103 participants and $429,202,980 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Alfa Mutual Insurance Company
EIN
63-0262164
Plan number
001
Plan type
2
Location
Montgomery, AL
Latest filing year
2023
Participants
2,103
End-of-year plan assets
$429,202,980

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,103H, C20241004131407NAL0011452497001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$429,202,980
Total liabilities (EOY)
$0
Net assets (EOY)
$429,202,980
Net assets (BOY)
$397,021,842

Income & contributions

Employer contributions
$15,000,000
Total contributions
$15,000,000
Total income / additions
$62,566,653

Expenses & distributions

Benefits paid
$29,243,445
Administrative expenses
$1,142,070
Total expenses
$30,385,515
Net increase / (decrease)
$32,181,138

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sei Private Trust Co.INVESTMENT MGT$1,100,962$02023
Sei Private Trust Co.TRUST SERVICES$37,958$02023

Related Form 5500 pages