2023 Form 5500 filing — Alabama Farmers Federation And Affiliated Companies 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 20241004131407NAL0011452497001) for Alabama Farmers Federation And Affiliated Companies Retirement Plan, reported by Alfa Mutual Insurance Company under EIN 63-0262164 and plan number 001. It reports 2,103 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004131407NAL0011452497001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Alfa Mutual Insurance Company
- EIN
- 63-0262164
- Plan number
- 001
- Location
- Montgomery, AL
- Participants
- 2,103
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $429,202,980
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $429,202,980
- Employer contributions
- $15,000,000
- Total income / additions
- $62,566,653
- Benefits paid
- $29,243,445
- Administrative expenses
- $1,142,070
- Total expenses
- $30,385,515
- Net increase / (decrease)
- $32,181,138
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sei Private Trust Co. | INVESTMENT MGT | $1,100,962 | $0 |
| Sei Private Trust Co. | TRUST SERVICES | $37,958 | $0 |