Texas Farm Bureau & Adopting Companies Defined Contribution Plan — Form 5500 plan (Texas Farm Bureau)

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, Texas Farm Bureau & Adopting Companies Defined Contribution Plan is a benefit plan reported by Texas Farm Bureau under EIN 74-1145986 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,030 participants and $85,183,869 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Texas Farm Bureau
EIN
74-1145986
Plan number
004
Plan type
2
Location
Waco, TX
Latest filing year
2023
Participants
1,030
End-of-year plan assets
$85,183,869

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,030H, C20240815091005NAL0007129107001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$85,183,869
Total liabilities (EOY)
$0
Net assets (EOY)
$85,183,869
Net assets (BOY)
$68,816,428

Income & contributions

Employer contributions
$8,334,086
Total contributions
$8,334,086
Total income / additions
$19,194,353

Expenses & distributions

Benefits paid
$2,738,369
Administrative expenses
$88,543
Total expenses
$2,826,912
Net increase / (decrease)
$16,367,441

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group, Inc.RECORD-KEEPER$68,180$02023
Newport Trust CompanyTRUSTEE$20,363$02023

Related Form 5500 pages