Farmers Union Holding 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, Farmers Union Holding Company (EIN 85-2039220) is a plan sponsor located in Jamestown, ND 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
85-2039220
Location
Jamestown, ND
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$9,803,886
Total reported liabilities (EOY)
$10,562
Total reported net assets (EOY)
$9,793,324

Contributions & income

Employer contributions
$800,000
Total income / additions
$1,745,060

Expenses & distributions

Benefits paid / distributions
$517,085
Total expenses
$654,917
Net increase / (decrease)
$1,090,143

Coverage

Total reported participants
134
Plans with financial statements
1
Plans with provider compensation
1

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.

Largest loaded plans by reported assets

Farmers Union Holding Company plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Agraria Insurance Company Pension Plan001134$9,803,8862023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Farmers Union Holding Company
YearPlanParticipantsSchedulesFiling
2023Agraria Insurance Company Pension Plan134H, C20241015092302NAL0029121537001

Related Form 5500 pages