2023 Form 5500 filing — Farmers Group, Inc. Employees' Pension 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 20250905125532NAL0010596851001) for Farmers Group, Inc. Employees' Pension Plan, reported by Farmers Group, Inc. under EIN 95-0725935 and plan number 001. It reports 28,334 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250905125532NAL0010596851001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Farmers Group, Inc.
- EIN
- 95-0725935
- Plan number
- 001
- Location
- Woodland Hills, CA
- Participants
- 28,334
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,562,858,192
- Total liabilities (EOY)
- $21,804,430
- Net assets (EOY)
- $2,541,053,762
- Total income / additions
- $216,519,638
- Benefits paid
- $222,607,683
- Administrative expenses
- $10,230,967
- Total expenses
- $232,838,650
- Net increase / (decrease)
- -$16,319,012
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | ACCOUNT MAINTENANCE | $2,315,847 | not reported in the loaded dataset |
| Voya | INVESTMENT MANAGEMENT | $1,190,243 | not reported in the loaded dataset |
| Pacific Investment Management | INVESTMENT MANAGEMENT | $851,909 | not reported in the loaded dataset |
| The Bank Of New York Mellon | CUSTODIAL | $469,731 | $0 |
| Mondrian | INVESTMENT MANAGEMENT | $251,614 | not reported in the loaded dataset |
| Pgim | INVESTMENT MANAGEMENT | $161,828 | not reported in the loaded dataset |
| Ernst & Young Us Llp | ACCOUNTANT | $131,325 | not reported in the loaded dataset |
| State Street Global Advisors | INVESTMENT MANAGEMENT | $14,110 | $0 |