2023 Form 5500 filing — Georgia Farm Bureau Mutual Insurance Company 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 20250409143049NAL0022328673001) for Georgia Farm Bureau Mutual Insurance Company Retirement Plan, reported by Georgia Farm Bureau Mutual Company under EIN 58-0707657 and plan number 001. It reports 776 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250409143049NAL0022328673001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Georgia Farm Bureau Mutual Company
- EIN
- 58-0707657
- Plan number
- 001
- Location
- Macon, GA
- Participants
- 776
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $80,299,198
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $80,299,198
- Total income / additions
- $1,124,742
- Benefits paid
- $9,872,574
- Administrative expenses
- $263,651
- Total expenses
- $10,136,225
- Net increase / (decrease)
- -$9,011,483
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $236,651 | $0 |
| Alliant Insurance Services LLC | INVESTMENT ADVISORY | $27,000 | not reported in the loaded dataset |