2023 Form 5500 filing — State Farm Insurance Companies Retirement Plan For United States Employees
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 20241011180048NAL0037924448001) for State Farm Insurance Companies Retirement Plan For United States Employees, reported by State Farm Mutual Automobile Insurance Company under EIN 37-0533100 and plan number 001. It reports 116,786 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011180048NAL0037924448001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- State Farm Mutual Automobile Insurance Company
- EIN
- 37-0533100
- Plan number
- 001
- Location
- Bloomington, IL
- Participants
- 116,786
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,242,945,747
- Total liabilities (EOY)
- $1,181,966
- Net assets (EOY)
- $35,241,763,781
- Total income / additions
- $4,216,738,537
- Benefits paid
- $1,080,111,494
- Administrative expenses
- $23,119,429
- Total expenses
- $1,103,230,923
- Net increase / (decrease)
- $3,113,507,614
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alight Solutions LLC | NONE | $4,860,512 | $8,201 |
| Capital International, Inc. | NONE | $2,098,363 | $0 |
| Jp Morgan Chase Bank, N.A. | NONE | $572,910 | $197,534 |
| The Northern Trust Company | NONE | $186,958 | $0 |
| Aon | NONE | $185,267 | not reported in the loaded dataset |
| Pricewaterhousecoopers | NONE | $143,262 | not reported in the loaded dataset |