Farmers Group, Inc. Employees' Pension Plan — Form 5500 plan (Farmers Group, 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, Farmers Group, Inc. Employees' Pension Plan is a benefit plan reported by Farmers Group, Inc. under EIN 95-0725935 and plan number 001. The latest loaded filing year is 2023. The filing reports 28,334 participants and $2,562,858,192 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Farmers Group, Inc.
- EIN
- 95-0725935
- Plan number
- 001
- Plan type
- 2
- Location
- Woodland Hills, CA
- Latest filing year
- 2023
- Participants
- 28,334
- End-of-year plan assets
- $2,562,858,192
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 28,334 | H, C | 20250905125532NAL0010596851001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,562,858,192
- Total liabilities (EOY)
- $21,804,430
- Net assets (EOY)
- $2,541,053,762
- Net assets (BOY)
- $2,557,372,774
Income & contributions
- Total contributions
- $0
- Total income / additions
- $216,519,638
Expenses & distributions
- Benefits paid
- $222,607,683
- Administrative expenses
- $10,230,967
- Total expenses
- $232,838,650
- Net increase / (decrease)
- -$16,319,012
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson Us LLC | ACCOUNT MAINTENANCE | $2,315,847 | not reported in the loaded dataset | 2023 |
| Voya | INVESTMENT MANAGEMENT | $1,190,243 | not reported in the loaded dataset | 2023 |
| Pacific Investment Management | INVESTMENT MANAGEMENT | $851,909 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | CUSTODIAL | $469,731 | $0 | 2023 |
| Mondrian | INVESTMENT MANAGEMENT | $251,614 | not reported in the loaded dataset | 2023 |
| Pgim | INVESTMENT MANAGEMENT | $161,828 | not reported in the loaded dataset | 2023 |
| Ernst & Young Us Llp | ACCOUNTANT | $131,325 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | INVESTMENT MANAGEMENT | $14,110 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Farmers Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Woodland Hills, CA
- Willis Towers Watson Us LLC — Schedule C compensation
- Voya — Schedule C compensation
- Pacific Investment Management — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Mondrian — Schedule C compensation
- Pgim — Schedule C compensation
- Ernst & Young Us Llp — Schedule C compensation
- State Street Global Advisors — Schedule C compensation