Germania Companies Employees Defined Benefit Pension Plan — Form 5500 plan (Germania Farm Mutual Insurance Association)
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, Germania Companies Employees Defined Benefit Pension Plan is a benefit plan reported by Germania Farm Mutual Insurance Association under EIN 74-0643240 and plan number 001. The latest loaded filing year is 2023. The filing reports 382 participants and $91,104,150 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Germania Farm Mutual Insurance Association
- EIN
- 74-0643240
- Plan number
- 001
- Plan type
- 2
- Location
- Brenham, TX
- Latest filing year
- 2023
- Participants
- 382
- End-of-year plan assets
- $91,104,150
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 382 | H, C | 20241014123204NAL0014924691001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $91,104,150
- Total liabilities (EOY)
- $14,396
- Net assets (EOY)
- $91,089,754
- Net assets (BOY)
- $89,641,445
Income & contributions
- Total contributions
- $0
- Total income / additions
- $8,011,266
Expenses & distributions
- Benefits paid
- $6,228,875
- Administrative expenses
- $334,082
- Total expenses
- $6,562,957
- Net increase / (decrease)
- $1,448,309
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Global Investors LLC | INVESTMENT ADVISORY | $161,001 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $92,581 | $0 | 2023 |
| Capfinancial Partners | INVESTMENT ADVISORY | $67,500 | not reported in the loaded dataset | 2023 |
| Jaynes Reitmeier Boyd & | ACCOUNTANT | $13,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Germania Farm Mutual Insurance Association
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Brenham, TX
- Principal Global Investors LLC — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Capfinancial Partners — Schedule C compensation
- Jaynes Reitmeier Boyd & — Schedule C compensation