Plan5500

North Carolina Farm Bureau Mutual Insurance Company — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, North Carolina Farm Bureau Mutual Insurance Company (EIN 56-0586973) is a plan sponsor located in Raleigh, NC with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
56-0586973
Location
Raleigh, NC
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for North Carolina Farm Bureau Mutual Insurance Company

  • 2 loaded plans hold $270.7M in reported assets.
  • The largest, Nc Farm Bureau Mutual Insurance Company Retirement Plan, holds 83% of this company's reported plan assets.
  • Plans cover 3,040 reported participants.
  • 2 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$270.7MSummed across loaded plans$270,689,347
Total reported assets$270.7M$270,689,347
Total reported participants3K3,040
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$270.7M total assets
Net assets$270.7MLiabilities$0
Contributions & income
Employer contributions$16.1M
Participant contributions$3.1M
Total income / additions$34.2M
Expenses & distributions
Benefits paid / distributions$14.4M
Total expenses$14.5M
Net increase / (decrease)$19.7M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets83%Nc Farm Bureau Mutual Insurance Company Retirement Plan
Participants per plan1,520Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Nc Farm Bureau Mutual Insurance Company Retirement Plan$224.2M
    Plan #001 · 1,654 participants · 2023
  2. 2
    Employees' 401(K) Plan Of North Carolina Farm Bureau Mutual Insurance$46.5M
    Plan #002 · 1,386 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for North Carolina Farm Bureau Mutual Insurance Company. Open one for its full reported snapshot.

  1. 2023
    Employees' 401(K) Plan Of North Carolina Farm Bureau Mutual Insurance1,386 participants · 2Sch HSch C
    View filing →
  2. 2023
    Nc Farm Bureau Mutual Insurance Company Retirement Plan1,654 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does North Carolina Farm Bureau Mutual Insurance Company report on Form 5500?
North Carolina Farm Bureau Mutual Insurance Company (EIN 56-0586973) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for North Carolina Farm Bureau Mutual Insurance Company?
The Employer Identification Number (EIN) reported for North Carolina Farm Bureau Mutual Insurance Company is 56-0586973.
What is the latest Form 5500 filing year for North Carolina Farm Bureau Mutual Insurance Company?
The latest loaded Form 5500 filing year for North Carolina Farm Bureau Mutual Insurance Company is 2023.

Related Form 5500 pages