2023 Form 5500 filing — Indiana Farm Bureau Retirement 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 20240924153033NAL0023261936001) for Indiana Farm Bureau Retirement Plan, reported by United Farm Family Life Insurance Company under EIN 35-1097117 and plan number 107. It reports 1,860 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924153033NAL0023261936001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- United Farm Family Life Insurance Company
- EIN
- 35-1097117
- Plan number
- 107
- Location
- Indianapolis, IN
- Participants
- 1,860
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $231,481,966
- Total liabilities (EOY)
- $166,115
- Net assets (EOY)
- $231,315,851
- Total income / additions
- $15,882,920
- Benefits paid
- $16,310,684
- Administrative expenses
- $802,419
- Total expenses
- $17,113,103
- Net increase / (decrease)
- -$1,230,183
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Instit Asset Manage | NONE | $425,815 | not reported in the loaded dataset |
| Fid Inv Inst Ops Co | NONE | $172,566 | not reported in the loaded dataset |
| Johnson Lambert | NONE | $15,600 | not reported in the loaded dataset |
| Procourse Fiduciary Advisors | NONE | $10,000 | not reported in the loaded dataset |