2023 Form 5500 filing — Pension Plan Of Wisconsinsin Farm Bureau Federation & Affiliates
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 20241009112026NAL0010560915001) for Pension Plan Of Wisconsinsin Farm Bureau Federation & Affiliates, reported by Rural Mutual Insurance Company under EIN 39-0271985 and plan number 333. It reports 210 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009112026NAL0010560915001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rural Mutual Insurance Company
- EIN
- 39-0271985
- Plan number
- 333
- Location
- Madison, WI
- Participants
- 210
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $50,532,838
- Total liabilities (EOY)
- $51,223
- Net assets (EOY)
- $50,481,615
- Employer contributions
- $600,000
- Total income / additions
- $4,451,910
- Benefits paid
- $2,223,590
- Administrative expenses
- $308,167
- Total expenses
- $2,531,757
- Net increase / (decrease)
- $1,920,153
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aon Investment Consulting LLC | INVESTMENT MANAGEMENT | $118,555 | not reported in the loaded dataset |
| Clifton Larsen Allen Llp | AUDITOR | $15,750 | not reported in the loaded dataset |
| Bmo Harris Bank | TRUSTEE | $12,008 | not reported in the loaded dataset |
| American Ag Insurance Company | INSURANCE SERVICES | $1,778 | not reported in the loaded dataset |
| Aon Consulting | 136057.64 | not reported in the loaded dataset | not reported in the loaded dataset |