OHIO FARM BUREAU has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan OHIO FARM BUREAU FEDERATION RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2023: OHIO FARM BUREAU FEDERATION RETIREMENT PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 117 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 51 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 31 |
| Total of all active and inactive participants | 2023-01-01 | 82 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 1 |
| Total participants | 2023-01-01 | 83 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
| 2022: OHIO FARM BUREAU FEDERATION RETIREMENT PLAN 2022 401k membership |
|---|
| Market value of plan assets | 2022-12-31 | 16,911,200 |
| Acturial value of plan assets | 2022-12-31 | 16,086,610 |
| Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 8,073,484 |
| Number of terminated vested participants | 2022-12-31 | 26 |
| Fundng target for terminated vested participants | 2022-12-31 | 1,859,653 |
| Active participant vested funding target | 2022-12-31 | 6,067,320 |
| Number of active participants | 2022-12-31 | 61 |
| Total funding liabilities for active participants | 2022-12-31 | 6,110,651 |
| Total participant count | 2022-12-31 | 119 |
| Total funding target for all participants | 2022-12-31 | 16,043,788 |
| Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 469,229 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 469,229 |
| Amount remaining of carryover balance | 2022-12-31 | 0 |
| Amount remaining of prefunding balance | 2022-12-31 | 0 |
| Present value of excess contributions | 2022-12-31 | 527,585 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 576,644 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 576,644 |
| Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2022-12-31 | 576,644 |
| Total employer contributions | 2022-12-31 | 600,000 |
| Total employee contributions | 2022-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 557,903 |
| Liquidity shortfalls end of Q1 | 2022-12-31 | 0 |
| Liquidity shortfalls end of Q2 | 2022-12-31 | 0 |
| Liquidity shortfalls end of Q3 | 2022-12-31 | 0 |
| Liquidity shortfalls end of Q4 | 2022-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2022-12-31 | 477,700 |
| Net shortfall amortization installment of oustanding balance | 2022-12-31 | 533,822 |
| Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 531,851 |
| Carryover balance elected to use to offset funding requirement | 2022-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 531,851 |
| Additional cash requirement | 2022-12-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 557,903 |
| Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
| Total participants, beginning-of-year | 2022-01-01 | 119 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 52 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 31 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 30 |
| Total of all active and inactive participants | 2022-01-01 | 113 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 4 |
| Total participants | 2022-01-01 | 117 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 4 |
| 2021: OHIO FARM BUREAU FEDERATION RETIREMENT PLAN 2021 401k membership |
|---|
| Market value of plan assets | 2021-12-31 | 15,646,437 |
| Acturial value of plan assets | 2021-12-31 | 14,385,614 |
| Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 7,366,174 |
| Number of terminated vested participants | 2021-12-31 | 24 |
| Fundng target for terminated vested participants | 2021-12-31 | 2,165,426 |
| Active participant vested funding target | 2021-12-31 | 5,253,694 |
| Number of active participants | 2021-12-31 | 64 |
| Total funding liabilities for active participants | 2021-12-31 | 5,519,028 |
| Total participant count | 2021-12-31 | 117 |
| Total funding target for all participants | 2021-12-31 | 15,050,628 |
| Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 5,802 |
| Amount remaining of carryover balance | 2021-12-31 | 0 |
| Amount remaining of prefunding balance | 2021-12-31 | 5,802 |
| Present value of excess contributions | 2021-12-31 | 438,319 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 462,427 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 462,427 |
| Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2021-12-31 | 469,229 |
| Total employer contributions | 2021-12-31 | 600,000 |
| Total employee contributions | 2021-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 556,183 |
| Liquidity shortfalls end of Q1 | 2021-12-31 | 0 |
| Liquidity shortfalls end of Q2 | 2021-12-31 | 0 |
| Liquidity shortfalls end of Q3 | 2021-12-31 | 0 |
| Liquidity shortfalls end of Q4 | 2021-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2021-12-31 | 392,068 |
| Net shortfall amortization installment of oustanding balance | 2021-12-31 | 1,134,243 |
| Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 497,827 |
| Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 469,229 |
| Additional cash requirement | 2021-12-31 | 28,598 |
| Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 556,183 |
| Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
| Total participants, beginning-of-year | 2021-01-01 | 117 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 61 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 30 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 24 |
| Total of all active and inactive participants | 2021-01-01 | 115 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 4 |
| Total participants | 2021-01-01 | 119 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 3 |
| 2020: OHIO FARM BUREAU FEDERATION RETIREMENT PLAN 2020 401k membership |
|---|
| Market value of plan assets | 2020-12-31 | 13,724,060 |
| Acturial value of plan assets | 2020-12-31 | 13,518,676 |
| Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 6,303,592 |
| Number of terminated vested participants | 2020-12-31 | 42 |
| Fundng target for terminated vested participants | 2020-12-31 | 2,768,398 |
| Active participant vested funding target | 2020-12-31 | 6,330,210 |
| Number of active participants | 2020-12-31 | 65 |
| Total funding liabilities for active participants | 2020-12-31 | 6,645,009 |
| Total participant count | 2020-12-31 | 137 |
| Total funding target for all participants | 2020-12-31 | 15,716,999 |
| Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 361 |
| Amount remaining of carryover balance | 2020-12-31 | 0 |
| Amount remaining of prefunding balance | 2020-12-31 | 361 |
| Present value of excess contributions | 2020-12-31 | 5,096 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 5,385 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 5,385 |
| Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2020-12-31 | 5,802 |
| Total employer contributions | 2020-12-31 | 1,600,000 |
| Total employee contributions | 2020-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 1,496,372 |
| Liquidity shortfalls end of Q1 | 2020-12-31 | 0 |
| Liquidity shortfalls end of Q2 | 2020-12-31 | 0 |
| Liquidity shortfalls end of Q3 | 2020-12-31 | 0 |
| Liquidity shortfalls end of Q4 | 2020-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2020-12-31 | 391,691 |
| Net shortfall amortization installment of oustanding balance | 2020-12-31 | 2,204,125 |
| Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 1,058,053 |
| Additional cash requirement | 2020-12-31 | 1,058,053 |
| Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 1,496,372 |
| Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
| Total participants, beginning-of-year | 2020-01-01 | 137 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 64 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 28 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 22 |
| Total of all active and inactive participants | 2020-01-01 | 114 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 3 |
| Total participants | 2020-01-01 | 117 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 1 |
| 2019: OHIO FARM BUREAU FEDERATION RETIREMENT PLAN 2019 401k membership |
|---|
| Market value of plan assets | 2019-12-31 | 11,114,106 |
| Acturial value of plan assets | 2019-12-31 | 11,838,858 |
| Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 5,602,076 |
| Number of terminated vested participants | 2019-12-31 | 39 |
| Fundng target for terminated vested participants | 2019-12-31 | 2,748,013 |
| Active participant vested funding target | 2019-12-31 | 6,159,709 |
| Number of active participants | 2019-12-31 | 70 |
| Total funding liabilities for active participants | 2019-12-31 | 6,447,182 |
| Total participant count | 2019-12-31 | 135 |
| Total funding target for all participants | 2019-12-31 | 14,797,271 |
| Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 385 |
| Amount remaining of carryover balance | 2019-12-31 | 0 |
| Amount remaining of prefunding balance | 2019-12-31 | 385 |
| Present value of excess contributions | 2019-12-31 | 54,499 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 57,687 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2019-12-31 | 361 |
| Total employer contributions | 2019-12-31 | 1,489,000 |
| Total employee contributions | 2019-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 1,354,621 |
| Liquidity shortfalls end of Q1 | 2019-12-31 | 0 |
| Liquidity shortfalls end of Q2 | 2019-12-31 | 0 |
| Liquidity shortfalls end of Q3 | 2019-12-31 | 0 |
| Liquidity shortfalls end of Q4 | 2019-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2019-12-31 | 568,508 |
| Net shortfall amortization installment of oustanding balance | 2019-12-31 | 2,958,581 |
| Waiver amortization installment | 2019-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 1,349,525 |
| Additional cash requirement | 2019-12-31 | 1,349,525 |
| Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 1,354,621 |
| Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
| Total participants, beginning-of-year | 2019-01-01 | 135 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 65 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 29 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 42 |
| Total of all active and inactive participants | 2019-01-01 | 136 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 1 |
| Total participants | 2019-01-01 | 137 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: OHIO FARM BUREAU FEDERATION RETIREMENT PLAN 2018 401k membership |
|---|
| Market value of plan assets | 2018-12-31 | 10,942,655 |
| Acturial value of plan assets | 2018-12-31 | 10,587,324 |
| Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 5,445,939 |
| Number of terminated vested participants | 2018-12-31 | 38 |
| Fundng target for terminated vested participants | 2018-12-31 | 1,964,663 |
| Active participant vested funding target | 2018-12-31 | 6,001,785 |
| Number of active participants | 2018-12-31 | 67 |
| Total funding liabilities for active participants | 2018-12-31 | 6,340,477 |
| Total participant count | 2018-12-31 | 130 |
| Total funding target for all participants | 2018-12-31 | 13,751,079 |
| Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
| Amount remaining of carryover balance | 2018-12-31 | 0 |
| Amount remaining of prefunding balance | 2018-12-31 | 0 |
| Present value of excess contributions | 2018-12-31 | 363 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 385 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 385 |
| Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2018-12-31 | 385 |
| Total employer contributions | 2018-12-31 | 1,350,000 |
| Total employee contributions | 2018-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 1,225,235 |
| Liquidity shortfalls end of Q1 | 2018-12-31 | 0 |
| Liquidity shortfalls end of Q2 | 2018-12-31 | 0 |
| Liquidity shortfalls end of Q3 | 2018-12-31 | 0 |
| Liquidity shortfalls end of Q4 | 2018-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2018-12-31 | 557,481 |
| Net shortfall amortization installment of oustanding balance | 2018-12-31 | 3,164,140 |
| Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 1,170,736 |
| Additional cash requirement | 2018-12-31 | 1,170,736 |
| Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 1,225,235 |
| Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
| Total participants, beginning-of-year | 2018-01-01 | 130 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 70 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 25 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 39 |
| Total of all active and inactive participants | 2018-01-01 | 134 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 1 |
| Total participants | 2018-01-01 | 135 |
| 2017: OHIO FARM BUREAU FEDERATION RETIREMENT PLAN 2017 401k membership |
|---|
| Market value of plan assets | 2017-12-31 | 9,260,023 |
| Acturial value of plan assets | 2017-12-31 | 9,504,863 |
| Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 4,876,684 |
| Number of terminated vested participants | 2017-12-31 | 38 |
| Fundng target for terminated vested participants | 2017-12-31 | 1,879,026 |
| Active participant vested funding target | 2017-12-31 | 4,952,558 |
| Number of active participants | 2017-12-31 | 63 |
| Total funding liabilities for active participants | 2017-12-31 | 5,330,372 |
| Total participant count | 2017-12-31 | 124 |
| Total funding target for all participants | 2017-12-31 | 12,086,082 |
| Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
| Amount remaining of carryover balance | 2017-12-31 | 0 |
| Amount remaining of prefunding balance | 2017-12-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2017-12-31 | 0 |
| Total employer contributions | 2017-12-31 | 1,050,000 |
| Total employee contributions | 2017-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 947,550 |
| Liquidity shortfalls end of Q1 | 2017-12-31 | 0 |
| Liquidity shortfalls end of Q2 | 2017-12-31 | 0 |
| Liquidity shortfalls end of Q3 | 2017-12-31 | 0 |
| Liquidity shortfalls end of Q4 | 2017-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2017-12-31 | 403,166 |
| Net shortfall amortization installment of oustanding balance | 2017-12-31 | 2,581,224 |
| Waiver amortization installment | 2017-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 947,187 |
| Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
| Additional cash requirement | 2017-12-31 | 947,187 |
| Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 947,550 |
| Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
| Total participants, beginning-of-year | 2017-01-01 | 124 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 67 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 24 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 38 |
| Total of all active and inactive participants | 2017-01-01 | 129 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 1 |
| Total participants | 2017-01-01 | 130 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 2 |
| 2016: OHIO FARM BUREAU FEDERATION RETIREMENT PLAN 2016 401k membership |
|---|
| Market value of plan assets | 2016-12-31 | 9,075,597 |
| Acturial value of plan assets | 2016-12-31 | 9,567,560 |
| Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 3,831,123 |
| Number of terminated vested participants | 2016-12-31 | 69 |
| Fundng target for terminated vested participants | 2016-12-31 | 2,125,309 |
| Active participant vested funding target | 2016-12-31 | 5,134,408 |
| Number of active participants | 2016-12-31 | 60 |
| Total funding liabilities for active participants | 2016-12-31 | 5,437,058 |
| Total participant count | 2016-12-31 | 151 |
| Total funding target for all participants | 2016-12-31 | 11,393,490 |
| Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 232,075 |
| Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 114,729 |
| Amount remaining of carryover balance | 2016-12-31 | 0 |
| Amount remaining of prefunding balance | 2016-12-31 | 117,346 |
| Present value of excess contributions | 2016-12-31 | 8,732 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 9,292 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 9,292 |
| Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2016-12-31 | 125,652 |
| Total employer contributions | 2016-12-31 | 805,000 |
| Total employee contributions | 2016-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 731,057 |
| Liquidity shortfalls end of Q1 | 2016-12-31 | 0 |
| Liquidity shortfalls end of Q2 | 2016-12-31 | 0 |
| Liquidity shortfalls end of Q3 | 2016-12-31 | 0 |
| Liquidity shortfalls end of Q4 | 2016-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2016-12-31 | 314,749 |
| Net shortfall amortization installment of oustanding balance | 2016-12-31 | 1,951,582 |
| Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 856,681 |
| Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 125,642 |
| Additional cash requirement | 2016-12-31 | 731,039 |
| Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 731,057 |
| Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
| Total participants, beginning-of-year | 2016-01-01 | 151 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 63 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 22 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 38 |
| Total of all active and inactive participants | 2016-01-01 | 123 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 1 |
| Total participants | 2016-01-01 | 124 |
| Number of participants with account balances | 2016-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 2 |
| 2015: OHIO FARM BUREAU FEDERATION RETIREMENT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 148 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 60 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 21 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 69 |
| Total of all active and inactive participants | 2015-01-01 | 150 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 1 |
| Total participants | 2015-01-01 | 151 |
| Number of participants with account balances | 2015-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 2 |
| 2014: OHIO FARM BUREAU FEDERATION RETIREMENT PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 144 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 61 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 21 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 65 |
| Total of all active and inactive participants | 2014-01-01 | 147 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 1 |
| Total participants | 2014-01-01 | 148 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 2 |
| 2013: OHIO FARM BUREAU FEDERATION RETIREMENT PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 142 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 61 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 18 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 65 |
| Total of all active and inactive participants | 2013-01-01 | 144 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 144 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: OHIO FARM BUREAU FEDERATION RETIREMENT PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 142 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 68 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 16 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 58 |
| Total of all active and inactive participants | 2012-01-01 | 142 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 142 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: OHIO FARM BUREAU FEDERATION RETIREMENT PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 142 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 68 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 15 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 59 |
| Total of all active and inactive participants | 2011-01-01 | 142 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 142 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 4 |
| 2010: OHIO FARM BUREAU FEDERATION RETIREMENT PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 143 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 74 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 11 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 57 |
| Total of all active and inactive participants | 2010-01-01 | 142 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 142 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 3 |
| 2009: OHIO FARM BUREAU FEDERATION RETIREMENT PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 136 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 80 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 8 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 55 |
| Total of all active and inactive participants | 2009-01-01 | 143 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 143 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2023 : OHIO FARM BUREAU FEDERATION RETIREMENT PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $2,263,110 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $9,724,119 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $9,354,609 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $600,000 |
| Value of total assets at end of year | 2023-12-31 | $6,209,167 |
| Value of total assets at beginning of year | 2023-12-31 | $13,670,176 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $369,510 |
| Total interest from all sources | 2023-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Administrative expenses (other) incurred | 2023-12-31 | $247,306 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $-7,461,009 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $6,209,167 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $13,670,176 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Investment advisory and management fees | 2023-12-31 | $58,833 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $5,759,167 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $13,070,176 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2023-12-31 | $8,594,105 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $1,663,110 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $600,000 |
| Employer contributions (assets) at end of year | 2023-12-31 | $450,000 |
| Employer contributions (assets) at beginning of year | 2023-12-31 | $600,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $760,504 |
| Contract administrator fees | 2023-12-31 | $17,018 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | REA & ASSOCIATES, INC. |
| Accountancy firm EIN | 2023-12-31 | 341310124 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $2,263,110 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $9,724,119 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $9,354,609 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $600,000 |
| Value of total assets at end of year | 2023-01-01 | $6,209,167 |
| Value of total assets at beginning of year | 2023-01-01 | $13,670,176 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $369,510 |
| Total interest from all sources | 2023-01-01 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Administrative expenses (other) incurred | 2023-01-01 | $247,306 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $-7,461,009 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $6,209,167 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $13,670,176 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Investment advisory and management fees | 2023-01-01 | $58,833 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $5,759,167 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $13,070,176 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2023-01-01 | $8,594,105 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $1,663,110 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $600,000 |
| Employer contributions (assets) at end of year | 2023-01-01 | $450,000 |
| Employer contributions (assets) at beginning of year | 2023-01-01 | $600,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $760,504 |
| Contract administrator fees | 2023-01-01 | $17,018 |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | REA & ASSOCIATES, INC. |
| Accountancy firm EIN | 2023-01-01 | 341310124 |
| 2022 : OHIO FARM BUREAU FEDERATION RETIREMENT PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $-2,395,124 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $857,396 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $739,773 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $600,000 |
| Value of total assets at end of year | 2022-12-31 | $13,670,176 |
| Value of total assets at beginning of year | 2022-12-31 | $16,922,696 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $117,623 |
| Total interest from all sources | 2022-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Administrative expenses professional fees incurred | 2022-12-31 | $102,617 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-3,252,520 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $13,670,176 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $16,922,696 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $13,070,176 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $16,472,696 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-2,995,124 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $600,000 |
| Employer contributions (assets) at end of year | 2022-12-31 | $600,000 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $450,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $739,773 |
| Contract administrator fees | 2022-12-31 | $15,006 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | REA & ASSOCIATES, INC. |
| Accountancy firm EIN | 2022-12-31 | 341310124 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $-2,395,124 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $857,396 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $739,773 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $600,000 |
| Value of total assets at end of year | 2022-01-01 | $13,670,176 |
| Value of total assets at beginning of year | 2022-01-01 | $16,922,696 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $117,623 |
| Total interest from all sources | 2022-01-01 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Administrative expenses professional fees incurred | 2022-01-01 | $102,617 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-3,252,520 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $13,670,176 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $16,922,696 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $13,070,176 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $16,472,696 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-2,995,124 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $600,000 |
| Employer contributions (assets) at end of year | 2022-01-01 | $600,000 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $450,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $739,773 |
| Contract administrator fees | 2022-01-01 | $15,006 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | REA & ASSOCIATES, INC. |
| Accountancy firm EIN | 2022-01-01 | 341310124 |
| 2021 : OHIO FARM BUREAU FEDERATION RETIREMENT PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $2,134,892 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $879,804 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $687,587 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $600,000 |
| Value of total assets at end of year | 2021-12-31 | $16,922,696 |
| Value of total assets at beginning of year | 2021-12-31 | $15,667,608 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $192,217 |
| Total interest from all sources | 2021-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Administrative expenses professional fees incurred | 2021-12-31 | $27,408 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Administrative expenses (other) incurred | 2021-12-31 | $85,228 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $1,255,088 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $16,922,696 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $15,667,608 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Investment advisory and management fees | 2021-12-31 | $79,581 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $16,472,696 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $14,767,608 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,534,892 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $600,000 |
| Employer contributions (assets) at end of year | 2021-12-31 | $450,000 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $900,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $687,587 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | REA & ASSOCIATES, INC. |
| Accountancy firm EIN | 2021-12-31 | 341310124 |
| 2020 : OHIO FARM BUREAU FEDERATION RETIREMENT PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total income from all sources (including contributions) | 2020-12-31 | $3,903,990 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $1,988,632 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,815,747 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,600,000 |
| Value of total assets at end of year | 2020-12-31 | $15,667,608 |
| Value of total assets at beginning of year | 2020-12-31 | $13,752,250 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $172,885 |
| Total interest from all sources | 2020-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Administrative expenses professional fees incurred | 2020-12-31 | $65,250 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $1,915,358 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $15,667,608 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $13,752,250 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $14,767,608 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $12,626,250 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $2,303,990 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $1,600,000 |
| Employer contributions (assets) at end of year | 2020-12-31 | $900,000 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $1,126,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,815,747 |
| Contract administrator fees | 2020-12-31 | $107,635 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | REA & ASSOCIATES, INC. |
| Accountancy firm EIN | 2020-12-31 | 341310124 |
| 2019 : OHIO FARM BUREAU FEDERATION RETIREMENT PLAN 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total income from all sources (including contributions) | 2019-12-31 | $3,240,552 |
| Total income from all sources (including contributions) | 2019-12-31 | $3,240,552 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $629,433 |
| Total of all expenses incurred | 2019-12-31 | $629,433 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $505,694 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $505,694 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,489,000 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,489,000 |
| Value of total assets at end of year | 2019-12-31 | $13,752,250 |
| Value of total assets at beginning of year | 2019-12-31 | $11,141,131 |
| Value of total assets at beginning of year | 2019-12-31 | $11,141,131 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $123,739 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $123,739 |
| Total interest from all sources | 2019-12-31 | $0 |
| Total interest from all sources | 2019-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Administrative expenses professional fees incurred | 2019-12-31 | $16,800 |
| Administrative expenses professional fees incurred | 2019-12-31 | $16,800 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $500,000 |
| Value of fidelity bond cover | 2019-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Administrative expenses (other) incurred | 2019-12-31 | $0 |
| Administrative expenses (other) incurred | 2019-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $2,611,119 |
| Value of net income/loss | 2019-12-31 | $2,611,119 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $13,752,250 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $13,752,250 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $11,141,131 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $11,141,131 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Investment advisory and management fees | 2019-12-31 | $41,381 |
| Investment advisory and management fees | 2019-12-31 | $41,381 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $12,626,250 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $12,626,250 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $9,791,131 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $9,791,131 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,751,552 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $1,489,000 |
| Contributions received in cash from employer | 2019-12-31 | $1,489,000 |
| Employer contributions (assets) at end of year | 2019-12-31 | $1,126,000 |
| Employer contributions (assets) at end of year | 2019-12-31 | $1,126,000 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $1,350,000 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $1,350,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $505,694 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $505,694 |
| Contract administrator fees | 2019-12-31 | $65,558 |
| Contract administrator fees | 2019-12-31 | $65,558 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | REA & ASSOCIATES, INC. |
| Accountancy firm name | 2019-12-31 | REA & ASSOCIATES, INC. |
| Accountancy firm EIN | 2019-12-31 | 341310124 |
| Accountancy firm EIN | 2019-12-31 | 341310124 |
| 2018 : OHIO FARM BUREAU FEDERATION RETIREMENT PLAN 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-654,936 |
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-654,936 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total income from all sources (including contributions) | 2018-12-31 | $695,064 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $518,382 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $482,178 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,350,000 |
| Value of total assets at end of year | 2018-12-31 | $11,141,131 |
| Value of total assets at beginning of year | 2018-12-31 | $10,964,449 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $36,204 |
| Total interest from all sources | 2018-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Administrative expenses professional fees incurred | 2018-12-31 | $36,204 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $176,682 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $11,141,131 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $10,964,449 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $9,791,131 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $9,914,449 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $1,350,000 |
| Employer contributions (assets) at end of year | 2018-12-31 | $1,350,000 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $1,050,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $482,178 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | REA & ASSOCIATES, INC. |
| Accountancy firm EIN | 2018-12-31 | 341310124 |
| 2017 : OHIO FARM BUREAU FEDERATION RETIREMENT PLAN 2017 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $1,138,145 |
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $1,138,145 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total income from all sources (including contributions) | 2017-12-31 | $2,188,145 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $499,740 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $459,821 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,050,000 |
| Value of total assets at end of year | 2017-12-31 | $10,964,449 |
| Value of total assets at beginning of year | 2017-12-31 | $9,276,044 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $39,919 |
| Total interest from all sources | 2017-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Administrative expenses professional fees incurred | 2017-12-31 | $39,919 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $1,688,405 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $10,964,449 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $9,276,044 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $9,914,449 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $8,671,044 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $1,050,000 |
| Employer contributions (assets) at end of year | 2017-12-31 | $1,050,000 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $605,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $459,821 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | REA & ASSOCIATES, INC. |
| Accountancy firm EIN | 2017-12-31 | 341310124 |
| 2016 : OHIO FARM BUREAU FEDERATION RETIREMENT PLAN 2016 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total income from all sources (including contributions) | 2016-12-31 | $1,289,199 |
| Total loss/gain on sale of assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $1,104,101 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,059,101 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $805,000 |
| Value of total assets at end of year | 2016-12-31 | $9,276,044 |
| Value of total assets at beginning of year | 2016-12-31 | $9,090,946 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $45,000 |
| Total interest from all sources | 2016-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Administrative expenses professional fees incurred | 2016-12-31 | $45,000 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $185,098 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $9,276,044 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $9,090,946 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $8,671,044 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $8,565,946 |
| Net investment gain/loss from pooled separate accounts | 2016-12-31 | $484,199 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $805,000 |
| Employer contributions (assets) at end of year | 2016-12-31 | $605,000 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $525,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,059,101 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | REA & ASSOCIATES, INC. |
| Accountancy firm EIN | 2016-12-31 | 341310124 |
| 2015 : OHIO FARM BUREAU FEDERATION RETIREMENT PLAN 2015 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total income from all sources (including contributions) | 2015-12-31 | $629,611 |
| Total loss/gain on sale of assets | 2015-12-31 | $0 |
| Total of all expenses incurred | 2015-12-31 | $392,770 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $346,430 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $700,000 |
| Value of total assets at end of year | 2015-12-31 | $9,090,946 |
| Value of total assets at beginning of year | 2015-12-31 | $8,854,105 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $46,340 |
| Total interest from all sources | 2015-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Administrative expenses professional fees incurred | 2015-12-31 | $46,340 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $236,841 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $9,090,946 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $8,854,105 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $8,565,946 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $8,379,105 |
| Net investment gain/loss from pooled separate accounts | 2015-12-31 | $-70,389 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $700,000 |
| Employer contributions (assets) at end of year | 2015-12-31 | $525,000 |
| Employer contributions (assets) at beginning of year | 2015-12-31 | $475,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $346,430 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
| Accountancy firm name | 2015-12-31 | REA & ASSOCIATES, INC. |
| Accountancy firm EIN | 2015-12-31 | 341310124 |
| 2014 : OHIO FARM BUREAU FEDERATION RETIREMENT PLAN 2014 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total income from all sources (including contributions) | 2014-12-31 | $1,055,289 |
| Total loss/gain on sale of assets | 2014-12-31 | $0 |
| Total of all expenses incurred | 2014-12-31 | $454,180 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $326,977 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $700,000 |
| Value of total assets at end of year | 2014-12-31 | $8,854,105 |
| Value of total assets at beginning of year | 2014-12-31 | $8,252,996 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $127,203 |
| Total interest from all sources | 2014-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Administrative expenses professional fees incurred | 2014-12-31 | $127,203 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $601,109 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $8,854,105 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $8,252,996 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2014-12-31 | $8,379,105 |
| Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $7,777,996 |
| Net investment gain/loss from pooled separate accounts | 2014-12-31 | $355,289 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $700,000 |
| Employer contributions (assets) at end of year | 2014-12-31 | $475,000 |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $475,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $326,977 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
| Accountancy firm name | 2014-12-31 | REA & ASSOCIATES, INC. |
| Accountancy firm EIN | 2014-12-31 | 341310124 |
| 2013 : OHIO FARM BUREAU FEDERATION RETIREMENT PLAN 2013 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total income from all sources (including contributions) | 2013-12-31 | $986,054 |
| Total loss/gain on sale of assets | 2013-12-31 | $0 |
| Total of all expenses incurred | 2013-12-31 | $404,507 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $298,171 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $475,000 |
| Value of total assets at end of year | 2013-12-31 | $8,252,996 |
| Value of total assets at beginning of year | 2013-12-31 | $7,671,449 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $106,336 |
| Total interest from all sources | 2013-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Administrative expenses professional fees incurred | 2013-12-31 | $106,336 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $581,547 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $8,252,996 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $7,671,449 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2013-12-31 | $7,777,996 |
| Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $7,171,449 |
| Net investment gain/loss from pooled separate accounts | 2013-12-31 | $511,054 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $475,000 |
| Employer contributions (assets) at end of year | 2013-12-31 | $475,000 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $500,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $298,171 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
| Accountancy firm name | 2013-12-31 | REA & ASSOCIATES, INC. |
| Accountancy firm EIN | 2013-12-31 | 341310124 |
| 2012 : OHIO FARM BUREAU FEDERATION RETIREMENT PLAN 2012 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Total income from all sources (including contributions) | 2012-12-31 | $1,119,031 |
| Total loss/gain on sale of assets | 2012-12-31 | $0 |
| Total of all expenses incurred | 2012-12-31 | $352,076 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $249,980 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $500,000 |
| Value of total assets at end of year | 2012-12-31 | $7,671,449 |
| Value of total assets at beginning of year | 2012-12-31 | $6,904,494 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $102,096 |
| Total interest from all sources | 2012-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Administrative expenses professional fees incurred | 2012-12-31 | $102,096 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $5,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $766,955 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $7,671,449 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $6,904,494 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2012-12-31 | $7,171,449 |
| Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $6,404,494 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2012-12-31 | $619,031 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $500,000 |
| Employer contributions (assets) at end of year | 2012-12-31 | $500,000 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $500,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $249,980 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
| Accountancy firm name | 2012-12-31 | REA & ASSOCIATES, INC. |
| Accountancy firm EIN | 2012-12-31 | 341310124 |
| 2011 : OHIO FARM BUREAU FEDERATION RETIREMENT PLAN 2011 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total income from all sources (including contributions) | 2011-12-31 | $541,509 |
| Total loss/gain on sale of assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $234,756 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $234,756 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $500,000 |
| Value of total assets at end of year | 2011-12-31 | $6,904,494 |
| Value of total assets at beginning of year | 2011-12-31 | $6,597,741 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $0 |
| Total interest from all sources | 2011-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $306,753 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $6,904,494 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $6,597,741 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2011-12-31 | $6,404,494 |
| Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $6,022,741 |
| Net investment gain/loss from pooled separate accounts | 2011-12-31 | $41,509 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $500,000 |
| Employer contributions (assets) at end of year | 2011-12-31 | $500,000 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $575,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $234,756 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
| Accountancy firm name | 2011-12-31 | REA & ASSOCIATES, INC. |
| Accountancy firm EIN | 2011-12-31 | 341310124 |
| 2010 : OHIO FARM BUREAU FEDERATION RETIREMENT PLAN 2010 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total income from all sources (including contributions) | 2010-12-31 | $1,001,117 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $224,368 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $224,368 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $575,000 |
| Value of total assets at end of year | 2010-12-31 | $6,597,741 |
| Value of total assets at beginning of year | 2010-12-31 | $5,820,992 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $0 |
| Total interest from all sources | 2010-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $776,749 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $6,597,741 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $5,820,992 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2010-12-31 | $6,022,741 |
| Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $5,420,992 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2010-12-31 | $426,117 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $575,000 |
| Employer contributions (assets) at end of year | 2010-12-31 | $575,000 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $400,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $224,368 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
| Accountancy firm name | 2010-12-31 | REA & ASSOCIATES, INC. |
| Accountancy firm EIN | 2010-12-31 | 341310124 |
