Farmers Group, Inc. 401(K) Savings 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. 401(K) Savings Plan is a benefit plan reported by Farmers Group, Inc. under EIN 95-0725935 and plan number 002. The latest loaded filing year is 2023. The filing reports 31,855 participants and $4,622,827,533 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
- 002
- Plan type
- 2
- Location
- Woodland Hills, CA
- Latest filing year
- 2023
- Participants
- 31,855
- End-of-year plan assets
- $4,622,827,533
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 31,855 | H, C | 20241004174112NAL0006930211001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,622,827,533
- Total liabilities (EOY)
- $67,829,277
- Net assets (EOY)
- $4,554,998,256
- Net assets (BOY)
- $4,035,039,567
Income & contributions
- Employer contributions
- $168,135,207
- Participant contributions
- $186,316,510
- Total contributions
- $354,451,717
- Total income / additions
- $996,765,443
Expenses & distributions
- Benefits paid
- $463,137,773
- Administrative expenses
- $4,852,885
- Total expenses
- $476,295,606
- Net increase / (decrease)
- $520,469,837
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wellington | ASSET MANAGER | $1,461,075 | $0 | 2023 |
| The Vanguard Group, Inc. | TRUSTEE | $1,371,961 | $0 | 2023 |
| American Century | ASSET MANAGER | $885,964 | not reported in the loaded dataset | 2023 |
| Bny Mellon | CUSTODIAN | $747,568 | not reported in the loaded dataset | 2023 |
| Mondrian | ASSET MANAGER | $701,676 | $0 | 2023 |
| Goldman Sachs | ASSET MANAGER | $561,691 | not reported in the loaded dataset | 2023 |
| Pimco | ASSET MANAGER | $270,488 | not reported in the loaded dataset | 2023 |
| Blackrock | ASSET MANAGER | $63,197 | $0 | 2023 |
| Ernst & Young Us Llp | AUDITOR | $33,475 | not reported in the loaded dataset | 2023 |
| Gibson Dunn & Crutcher Llp | LEGAL | $4,271 | not reported in the loaded dataset | 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
- Wellington — Schedule C compensation
- The Vanguard Group, Inc. — Schedule C compensation
- American Century — Schedule C compensation
- Bny Mellon — Schedule C compensation
- Mondrian — Schedule C compensation
- Goldman Sachs — Schedule C compensation
- Pimco — Schedule C compensation
- Blackrock — Schedule C compensation
- Ernst & Young Us Llp — Schedule C compensation
- Gibson Dunn & Crutcher Llp — Schedule C compensation