Agraria Insurance Company Pension Plan — Form 5500 plan (Farmers Union Holding 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, Agraria Insurance Company Pension Plan is a benefit plan reported by Farmers Union Holding Company under EIN 85-2039220 and plan number 001. The latest loaded filing year is 2023. The filing reports 134 participants and $9,803,886 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Farmers Union Holding Company
- EIN
- 85-2039220
- Plan number
- 001
- Plan type
- 3
- Location
- Jamestown, ND
- Latest filing year
- 2023
- Participants
- 134
- End-of-year plan assets
- $9,803,886
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 134 | H, C | 20241015092302NAL0029121537001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,803,886
- Total liabilities (EOY)
- $10,562
- Net assets (EOY)
- $9,793,324
- Net assets (BOY)
- $8,703,181
Income & contributions
- Employer contributions
- $800,000
- Total contributions
- $800,000
- Total income / additions
- $1,745,060
Expenses & distributions
- Benefits paid
- $517,085
- Administrative expenses
- $137,832
- Total expenses
- $654,917
- Net increase / (decrease)
- $1,090,143
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Great West Life & Annuity Insurance | CONTRACT ADMINISTRATOR | $53,920 | not reported in the loaded dataset | 2023 |
| Brady Martz And Associates Pc | CPA | $19,590 | not reported in the loaded dataset | 2023 |
| Advanced Capital Group | INVESTMENT ADVISORY SVC | $11,446 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Farmers Union Holding Company
- 2023 Form 5500 filing
- Form 5500 filings in ND
- 401(k) and benefit plan filings in Jamestown, ND
- Great West Life & Annuity Insurance — Schedule C compensation
- Brady Martz And Associates Pc — Schedule C compensation
- Advanced Capital Group — Schedule C compensation