2023 Form 5500 filing — Texas Farm Bureau & Adopting Companies Defined Contribution Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240815091005NAL0007129107001) for Texas Farm Bureau & Adopting Companies Defined Contribution Plan, reported by Texas Farm Bureau under EIN 74-1145986 and plan number 004. It reports 1,030 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240815091005NAL0007129107001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Texas Farm Bureau
- EIN
- 74-1145986
- Plan number
- 004
- Location
- Waco, TX
- Participants
- 1,030
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $85,183,869
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $85,183,869
- Employer contributions
- $8,334,086
- Total income / additions
- $19,194,353
- Benefits paid
- $2,738,369
- Administrative expenses
- $88,543
- Total expenses
- $2,826,912
- Net increase / (decrease)
- $16,367,441
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | RECORD-KEEPER | $68,180 | $0 |
| Newport Trust Company | TRUSTEE | $20,363 | $0 |