2023 Form 5500 filing — Indiana Farm Bureau Companies Employees' 401(K) Savings 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 20240924152843NAL0007556787001) for Indiana Farm Bureau Companies Employees' 401(K) Savings Plan, reported by United Farm Family Life Insurance under EIN 35-1097117 and plan number 106. It reports 1,672 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924152843NAL0007556787001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- United Farm Family Life Insurance
- EIN
- 35-1097117
- Plan number
- 106
- Location
- Indianapolis, IN
- Participants
- 1,672
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $268,445,444
- Total liabilities (EOY)
- $7,800
- Net assets (EOY)
- $268,437,644
- Employer contributions
- $12,058,699
- Participant contributions
- $7,654,067
- Total income / additions
- $52,895,461
- Benefits paid
- $30,480,364
- Administrative expenses
- $175,099
- Total expenses
- $30,655,463
- Net increase / (decrease)
- $22,239,998
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Invest Inst Op | RECORDKEEPER | $104,504 | $0 |
| Procourse Fiduciary Advisors, LLC | INVESTMENT ADVISOR | $54,995 | not reported in the loaded dataset |
| Johnson Lambert Llp | AUDITOR | $15,600 | not reported in the loaded dataset |