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RETIREMENT INCOME PLAN FOR CERTAIN EMPLOYEES OF NATIONAL FARM LIFE 401k Plan overview

Plan NameRETIREMENT INCOME PLAN FOR CERTAIN EMPLOYEES OF NATIONAL FARM LIFE
Plan identification number 001

RETIREMENT INCOME PLAN FOR CERTAIN EMPLOYEES OF NATIONAL FARM LIFE Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

NATIONAL FARM LIFE INSURANCE CO has sponsored the creation of one or more 401k plans.

Company Name:NATIONAL FARM LIFE INSURANCE CO
Employer identification number (EIN):750708826
NAIC Classification:524140

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT INCOME PLAN FOR CERTAIN EMPLOYEES OF NATIONAL FARM LIFE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01MARK WILLIAMS2023-07-23 MARK WILLIAMS2023-07-23
0012021-01-01MARK WILLIAMS2022-02-24 MARK WILLIAMS2022-02-24
0012020-01-01MARK WILLIAMS2021-04-27 MARK WILLIAMS2021-04-27
0012018-01-01MARK BIGSBY2019-07-26 MARK BIGSBY2019-07-26
0012017-01-01MARK BIGSBY2018-07-26 MARK BIGSBY2018-07-26
0012016-01-01MARK BIGSBY2017-07-13 MARK BIGSBY2017-07-13
0012015-01-01MARK BIGSBY2016-07-15
0012014-01-01J D DAVIS JR2015-04-13
0012013-01-01J D DAVIS JR2014-04-04
0012012-01-01J D DAVIS JR2013-03-04
0012011-01-01J D DAVIS JR2012-05-09
0012010-01-01J D DAVIS JR2011-10-04
0012009-01-01J D DAVIS JR
0012009-01-01J D DAVIS JR

Plan Statistics for RETIREMENT INCOME PLAN FOR CERTAIN EMPLOYEES OF NATIONAL FARM LIFE

401k plan membership statisitcs for RETIREMENT INCOME PLAN FOR CERTAIN EMPLOYEES OF NATIONAL FARM LIFE

Measure Date Value
2022: RETIREMENT INCOME PLAN FOR CERTAIN EMPLOYEES OF NATIONAL FARM LIFE 2022 401k membership
Market value of plan assets2022-12-3113,164,184
Acturial value of plan assets2022-12-3113,164,184
Funding target for retired participants and beneficiaries receiving payment2022-12-314,138,194
Number of terminated vested participants2022-12-3113
Fundng target for terminated vested participants2022-12-311,553,311
Active participant vested funding target2022-12-314,413,607
Number of active participants2022-12-3126
Total funding liabilities for active participants2022-12-314,491,402
Total participant count2022-12-3147
Total funding target for all participants2022-12-3110,182,907
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-311,391,780
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-311,391,780
Present value of excess contributions2022-12-31868,805
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31918,153
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-31918,153
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-312,443,266
Total employer contributions2022-12-31675,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31656,262
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31315,086
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-31656,262
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: RETIREMENT INCOME PLAN FOR CERTAIN EMPLOYEES OF NATIONAL FARM LIFE 2021 401k membership
Market value of plan assets2021-12-3111,399,200
Acturial value of plan assets2021-12-3111,399,200
Funding target for retired participants and beneficiaries receiving payment2021-12-311,820,074
Number of terminated vested participants2021-12-3114
Fundng target for terminated vested participants2021-12-311,375,365
Active participant vested funding target2021-12-315,858,214
Number of active participants2021-12-3128
Total funding liabilities for active participants2021-12-315,923,421
Total participant count2021-12-3145
Total funding target for all participants2021-12-319,118,860
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31472,526
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-31472,526
Present value of excess contributions2021-12-31815,792
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31860,661
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-31860,661
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-311,391,780
Total employer contributions2021-12-31900,000
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31868,805
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31346,973
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-31868,805
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: RETIREMENT INCOME PLAN FOR CERTAIN EMPLOYEES OF NATIONAL FARM LIFE 2020 401k membership
Market value of plan assets2020-12-319,470,230
Acturial value of plan assets2020-12-319,470,230
Funding target for retired participants and beneficiaries receiving payment2020-12-311,897,653
Number of terminated vested participants2020-12-3116
Fundng target for terminated vested participants2020-12-311,299,745
Active participant vested funding target2020-12-315,348,427
Number of active participants2020-12-3126
Total funding liabilities for active participants2020-12-315,409,522
Total participant count2020-12-3145
Total funding target for all participants2020-12-318,606,920
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-311,233,422
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-311,233,422
Present value of excess contributions2020-12-31161,110
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31170,229
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-31170,229
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-311,137,970
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-31472,526
Total employer contributions2020-12-31900,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31869,825
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31444,817
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-3154,033
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-3154,033
Contributions allocatedtoward minimum required contributions for current year2020-12-31869,825
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: RETIREMENT INCOME PLAN FOR CERTAIN EMPLOYEES OF NATIONAL FARM LIFE 2019 401k membership
Market value of plan assets2019-12-317,473,469
Acturial value of plan assets2019-12-317,473,469
Funding target for retired participants and beneficiaries receiving payment2019-12-311,908,869
Number of terminated vested participants2019-12-3112
Fundng target for terminated vested participants2019-12-311,189,657
Active participant vested funding target2019-12-314,608,878
Number of active participants2019-12-3126
Total funding liabilities for active participants2019-12-314,693,835
Total participant count2019-12-3141
Total funding target for all participants2019-12-317,792,361
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31759,512
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-31759,512
Present value of excess contributions2019-12-31584,784
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31618,994
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-31618,994
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-31110,602
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-311,233,422
Total employer contributions2019-12-31900,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31869,182
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31363,878
Net shortfall amortization installment of oustanding balance2019-12-311,552,314
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31708,072
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-31708,072
Contributions allocatedtoward minimum required contributions for current year2019-12-31869,182
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: RETIREMENT INCOME PLAN FOR CERTAIN EMPLOYEES OF NATIONAL FARM LIFE 2018 401k membership
Market value of plan assets2018-12-317,045,356
Acturial value of plan assets2018-12-317,045,356
Funding target for retired participants and beneficiaries receiving payment2018-12-311,883,194
Number of terminated vested participants2018-12-3114
Fundng target for terminated vested participants2018-12-311,114,766
Active participant vested funding target2018-12-314,050,769
Number of active participants2018-12-3126
Total funding liabilities for active participants2018-12-314,087,414
Total participant count2018-12-3141
Total funding target for all participants2018-12-317,085,374
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31549,320
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-31549,320
Present value of excess contributions2018-12-31138,996
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31147,405
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-31147,405
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-31759,512
Total employer contributions2018-12-31900,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31868,116
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31283,332
Net shortfall amortization installment of oustanding balance2018-12-31799,530
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31283,332
Additional cash requirement2018-12-31283,332
Contributions allocatedtoward minimum required contributions for current year2018-12-31868,116
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: RETIREMENT INCOME PLAN FOR CERTAIN EMPLOYEES OF NATIONAL FARM LIFE 2017 401k membership
Market value of plan assets2017-12-315,308,193
Acturial value of plan assets2017-12-315,308,193
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-3114
Fundng target for terminated vested participants2017-12-31989,037
Active participant vested funding target2017-12-314,946,646
Number of active participants2017-12-3122
Total funding liabilities for active participants2017-12-314,959,558
Total participant count2017-12-3136
Total funding target for all participants2017-12-315,948,595
Balance at beginning of prior year after applicable adjustments2017-12-31237,799
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31986,351
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-31237,799
Amount remaining of prefunding balance2017-12-31986,351
Present value of excess contributions2017-12-3129,146
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3130,892
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-3130,892
Reductions in caryover balances due to elections or deemed elections2017-12-31245,837
Reductions in prefunding balances due to elections or deemed elections2017-12-31501,262
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-31549,320
Total employer contributions2017-12-311,100,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-311,059,476
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31497,881
Net shortfall amortization installment of oustanding balance2017-12-311,189,722
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31920,480
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-31920,480
Contributions allocatedtoward minimum required contributions for current year2017-12-311,059,476
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: RETIREMENT INCOME PLAN FOR CERTAIN EMPLOYEES OF NATIONAL FARM LIFE 2016 401k membership
Market value of plan assets2016-12-316,876,646
Acturial value of plan assets2016-12-316,876,646
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-3112
Fundng target for terminated vested participants2016-12-31846,622
Active participant vested funding target2016-12-316,036,815
Number of active participants2016-12-3123
Total funding liabilities for active participants2016-12-316,040,860
Total participant count2016-12-3135
Total funding target for all participants2016-12-316,887,482
Balance at beginning of prior year after applicable adjustments2016-12-31239,910
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31960,495
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-31239,910
Amount remaining of prefunding balance2016-12-31960,495
Present value of excess contributions2016-12-3132,308
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3134,308
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-3134,308
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-31237,799
Balance of prefunding at beginning of current year2016-12-31986,351
Total employer contributions2016-12-31800,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31771,059
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31364,959
Net shortfall amortization installment of oustanding balance2016-12-311,234,986
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31741,913
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31741,913
Contributions allocatedtoward minimum required contributions for current year2016-12-31771,059
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
2009: RETIREMENT INCOME PLAN FOR CERTAIN EMPLOYEES OF NATIONAL FARM LIFE 2009 401k membership
Total participants, beginning-of-year2009-01-0133
Total number of active participants reported on line 7a of the Form 55002009-01-0124
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0110
Total of all active and inactive participants2009-01-0134
Total participants2009-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Form 5500 Responses for RETIREMENT INCOME PLAN FOR CERTAIN EMPLOYEES OF NATIONAL FARM LIFE

2009: RETIREMENT INCOME PLAN FOR CERTAIN EMPLOYEES OF NATIONAL FARM LIFE 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

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