Texas Farm Bureau Companies 401(K) 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 Companies 401(K) Plan is a benefit plan reported by Texas Farm Bureau under EIN 74-1145986 and plan number 005. The latest loaded filing year is 2023. The filing reports 1,144 participants and $164,218,941 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
005
Plan type
2
Location
Waco, TX
Latest filing year
2023
Participants
1,144
End-of-year plan assets
$164,218,941

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,144H, C20240828125856NAL0011842497001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$164,218,941
Total liabilities (EOY)
$0
Net assets (EOY)
$164,218,941
Net assets (BOY)
$142,507,878

Income & contributions

Employer contributions
$3,241,749
Participant contributions
$5,953,614
Total contributions
$9,336,800
Total income / additions
$31,960,438

Expenses & distributions

Benefits paid
$10,118,400
Administrative expenses
$130,975
Total expenses
$10,249,375
Net increase / (decrease)
$21,711,063

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group, Inc.RECORD-KEEPER$94,562$02023
Newport Trust CompanyTRUSTEE$36,413$02023

Related Form 5500 pages