2023 Form 5500 filing — Indiana Farmers Mutual Insurance Company 401(K) Retirement Plan & Trust

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 20241014092150NAL0013055075001) for Indiana Farmers Mutual Insurance Company 401(K) Retirement Plan & Trust, reported by Indiana Farmers Mutual Insurance Company under EIN 35-0409130 and plan number 005. It reports 251 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$46.4MReported net assets$46,429,686

Participants251

Provider compensation$8631 Schedule C row(s)

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241014092150NAL0013055075001
Plan sponsor: Indiana Farmers Mutual Insurance Company
EIN: 35-0409130
Plan number: 005
Location: Indianapolis, IN
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$46.4M total assets

Net assets$46.4MLiabilities$0

Money in vs. money out

Total income / additions$11.6M

Total expenses$4.1M

Benefits paid / distributions$4.1M

Contributions

Employer$2M

Participant$1.4M

Full reported line items

Total assets (EOY): $46,429,686
Total liabilities (EOY): $0
Net assets (EOY): $46,429,686
Employer contributions: $2,000,762
Participant contributions: $1,397,991
Total income / additions: $11,554,796
Benefits paid: $4,052,749
Administrative expenses: $2,335
Total expenses: $4,055,084
Net increase / (decrease): $7,499,712

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Fidelity Investments Institutional$863
RECORDKEEPER · Direct $863 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014092150NAL0013055075001 cover?: It is the 2023 Form 5500 filing for Indiana Farmers Mutual Insurance Company 401(K) Retirement Plan & Trust, reported by Indiana Farmers Mutual Insurance Company (EIN 35-0409130).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).