2023 Form 5500 filing — California Farm Bureau Member Employer Retirement Plan (Mep)
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 20251203161543NAL0000566915001) for California Farm Bureau Member Employer Retirement Plan (Mep), reported by California Farm Bureau Federation under EIN 94-0357610 and plan number 333. It reports 1,615 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251203161543NAL0000566915001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- California Farm Bureau Federation
- EIN
- 94-0357610
- Plan number
- 333
- Location
- Sacramento, CA
- Participants
- 1,615
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,613,396
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,613,396
- Employer contributions
- $1,130,415
- Participant contributions
- $1,458,624
- Total income / additions
- $7,195,433
- Benefits paid
- $3,696,500
- Administrative expenses
- $123,285
- Total expenses
- $3,819,785
- Net increase / (decrease)
- $3,375,648
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| National Benefit Services | TPA | $42,363 | not reported in the loaded dataset |
| Golden State Wealth Management | ADVISOR | $39,084 | not reported in the loaded dataset |
| Nationwide | TRUST CUSTODIAN | $30,819 | $0 |