2023 Form 5500 filing — Mid-State Group Inc. Savings & 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 20250829160648NAL0022606882001) for Mid-State Group Inc. Savings & Retirement Plan, reported by Mid-State Group Inc. under EIN 39-1661482 and plan number 001. It reports 214 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250829160648NAL0022606882001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mid-State Group Inc.
- EIN
- 39-1661482
- Plan number
- 001
- Location
- Shawnee Mission, KS
- Participants
- 214
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,236,238
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,236,238
- Employer contributions
- $192,774
- Participant contributions
- $1,093,553
- Total income / additions
- $6,231,078
- Benefits paid
- $2,968,258
- Administrative expenses
- $105,398
- Total expenses
- $3,073,656
- Net increase / (decrease)
- $3,157,422
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tfb Advisors,LLC | INVEST MGMT | $97,290 | not reported in the loaded dataset |
| Tax Favored Benefits, Inc. | THIRD PARTY ADMINISTRATO | $6,075 | not reported in the loaded dataset |
| Nationwide | RECORDKEEPER | $3,105 | not reported in the loaded dataset |