Pension Plan Of Wisconsinsin Farm Bureau Federation & Affiliates — Form 5500 plan (Rural Mutual Insurance Company)
Plain-English plan 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, Pension Plan Of Wisconsinsin Farm Bureau Federation & Affiliates is a benefit plan reported by Rural Mutual Insurance Company under EIN 39-0271985 and plan number 333. The latest loaded filing year is 2023. The filing reports 210 participants and $50,532,838 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rural Mutual Insurance Company
- EIN
- 39-0271985
- Plan number
- 333
- Plan type
- 2
- Location
- Madison, WI
- Latest filing year
- 2023
- Participants
- 210
- End-of-year plan assets
- $50,532,838
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 210 | H, C | 20241009112026NAL0010560915001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $50,532,838
- Total liabilities (EOY)
- $51,223
- Net assets (EOY)
- $50,481,615
- Net assets (BOY)
- $48,561,462
Income & contributions
- Employer contributions
- $600,000
- Total contributions
- $600,000
- Total income / additions
- $4,451,910
Expenses & distributions
- Benefits paid
- $2,223,590
- Administrative expenses
- $308,167
- Total expenses
- $2,531,757
- Net increase / (decrease)
- $1,920,153
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aon Investment Consulting LLC | INVESTMENT MANAGEMENT | $118,555 | not reported in the loaded dataset | 2023 |
| Clifton Larsen Allen Llp | AUDITOR | $15,750 | not reported in the loaded dataset | 2023 |
| Bmo Harris Bank | TRUSTEE | $12,008 | not reported in the loaded dataset | 2023 |
| American Ag Insurance Company | INSURANCE SERVICES | $1,778 | not reported in the loaded dataset | 2023 |
| Aon Consulting | 136057.64 | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rural Mutual Insurance Company
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Madison, WI
- Aon Investment Consulting LLC — Schedule C compensation
- Clifton Larsen Allen Llp — Schedule C compensation
- Bmo Harris Bank — Schedule C compensation
- American Ag Insurance Company — Schedule C compensation
- Aon Consulting — Schedule C compensation