Missouri Farm Bureau Insurance Brokerage Agents' Retirement Plan And Trust — Form 5500 plan (Missouri Farm Bureau Insurance Brokerage, Inc.)

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, Missouri Farm Bureau Insurance Brokerage Agents' Retirement Plan And Trust is a benefit plan reported by Missouri Farm Bureau Insurance Brokerage, Inc. under EIN 43-1273795 and plan number 001. The latest loaded filing year is 2023. The filing reports 177 participants and $27,885,183 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Missouri Farm Bureau Insurance Brokerage, Inc.
EIN
43-1273795
Plan number
001
Plan type
2
Location
Jefferson City, MO
Latest filing year
2023
Participants
177
End-of-year plan assets
$27,885,183

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023177H, C20241010131006NAL0020120609001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$27,885,183
Total liabilities (EOY)
$0
Net assets (EOY)
$27,885,183
Net assets (BOY)
$25,944,227

Income & contributions

Employer contributions
$605,247
Participant contributions
$778,948
Total contributions
$1,384,195
Total income / additions
$5,158,292

Expenses & distributions

Benefits paid
$3,112,105
Administrative expenses
$105,231
Total expenses
$3,217,336
Net increase / (decrease)
$1,940,956

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sundvold FinancialINVESTMENT CONSULTANT$83,359not reported in the loaded dataset2023
John Hancock Retirement Plan SvcsCONTRACT ADMINISTRATOR$21,872$02023

Related Form 5500 pages