Oklahoma Farm Bureau And Affiliated Companies — 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, Oklahoma Farm Bureau And Affiliated Companies (EIN 73-0540035) is a plan sponsor located in Oklahoma City, OK 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
73-0540035
Location
Oklahoma City, OK
Loaded plans
3
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 Oklahoma Farm Bureau And Affiliated Companies

  • 3 loaded plans hold $120.8M in reported assets.
  • The largest, Oklahoma Farm Bureau Pension Plan, holds 62% of this company's reported plan assets.
  • Plans cover 1,182 reported participants.
  • 2 of 3 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$120.8MSummed across loaded plans$120,783,368
Total reported assets$120.8M$120,783,368
Total reported participants1.2K1,182
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$120.8M total assets
Net assets$120.8MLiabilities$0
Contributions & income
Employer contributions$6.4M
Participant contributions$1.6M
Total income / additions$24.4M
Expenses & distributions
Benefits paid / distributions$7.5M
Total expenses$7.8M
Net increase / (decrease)$16.6M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

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 assets62%Oklahoma Farm Bureau Pension Plan
Participants per plan394Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Plan #001 · 372 participants · 2023
  2. 2
  3. 3
    Plan #507 · 349 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Oklahoma Farm Bureau And Affiliated Companies. Open one for its full reported snapshot.

  1. 2023
    Oklahoma Farm Bureau And Affiliated Companies Welfare Benefits Plan349 participants · 2No schedules
    View filing →
  2. 2023
    Oklahoma Farm Bureau Pension Plan372 participants · 2Sch HSch C
    View filing →
  3. 2023
    Oklahoma Farm Bureau And Affiliated Companies Voluntary Employee Savings Plan461 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Oklahoma Farm Bureau And Affiliated Companies report on Form 5500?
Oklahoma Farm Bureau And Affiliated Companies (EIN 73-0540035) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Oklahoma Farm Bureau And Affiliated Companies?
The Employer Identification Number (EIN) reported for Oklahoma Farm Bureau And Affiliated Companies is 73-0540035.
What is the latest Form 5500 filing year for Oklahoma Farm Bureau And Affiliated Companies?
The latest loaded Form 5500 filing year for Oklahoma Farm Bureau And Affiliated Companies is 2023.

Related Form 5500 pages