National Farmers Union Uniform Pension Plan — Form 5500 plan (Farmers Union Mutual Insurance Co - Montana)
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, National Farmers Union Uniform Pension Plan is a benefit plan reported by Farmers Union Mutual Insurance Co - Montana under EIN 81-0283203 and plan number 001. The latest loaded filing year is 2023. The filing reports 83 participants and $12,265,524 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Farmers Union Mutual Insurance Co - Montana
- EIN
- 81-0283203
- Plan number
- 001
- Plan type
- 2
- Location
- Great Falls, MT
- Latest filing year
- 2023
- Participants
- 83
- End-of-year plan assets
- $12,265,524
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 83 | I | 20240930140418NAL0005623697001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $12,265,524
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,265,524
- Net assets (BOY)
- $10,623,463
Income & contributions
- Employer contributions
- $1,060,000
- Participant contributions
- $0
- Total income / additions
- $2,288,541
Expenses & distributions
- Benefits paid
- $584,431
- Administrative expenses
- $62,049
- Total expenses
- $646,480
- Net increase / (decrease)
- $1,642,061
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.