California Farm Bureau Member Employer Retirement Plan (Mep) — Form 5500 plan (California Farm Bureau Federation)

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, California Farm Bureau Member Employer Retirement Plan (Mep) is a benefit plan reported by California Farm Bureau Federation under EIN 94-0357610 and plan number 333. The latest loaded filing year is 2023. The filing reports 1,615 participants and $28,613,396 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
California Farm Bureau Federation
EIN
94-0357610
Plan number
333
Plan type
3
Location
Sacramento, CA
Latest filing year
2023
Participants
1,615
End-of-year plan assets
$28,613,396

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,615H, C20251203161543NAL0000566915001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$28,613,396
Total liabilities (EOY)
$0
Net assets (EOY)
$28,613,396
Net assets (BOY)
$25,237,748

Income & contributions

Employer contributions
$1,130,415
Participant contributions
$1,458,624
Total contributions
$3,008,091
Total income / additions
$7,195,433

Expenses & distributions

Benefits paid
$3,696,500
Administrative expenses
$123,285
Total expenses
$3,819,785
Net increase / (decrease)
$3,375,648

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
National Benefit ServicesTPA$42,363not reported in the loaded dataset2023
Golden State Wealth ManagementADVISOR$39,084not reported in the loaded dataset2023
NationwideTRUST CUSTODIAN$30,819$02023

Related Form 5500 pages