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PENNSYLVANIA FARM BUREAU 401(K) MATCHED SAVINGS PLAN 401k Plan overview

Plan NamePENNSYLVANIA FARM BUREAU 401(K) MATCHED SAVINGS PLAN
Plan identification number 002

PENNSYLVANIA FARM BUREAU 401(K) MATCHED SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

PENNSYLVANIA FARM BUREAU has sponsored the creation of one or more 401k plans.

Company Name:PENNSYLVANIA FARM BUREAU
Employer identification number (EIN):231382876
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENNSYLVANIA FARM BUREAU 401(K) MATCHED SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01KERI ZEIGLER KERI ZEIGLER2018-08-15
0022016-01-01SUSAN LASSI SUSAN LASSI2017-10-12
0022015-01-01SUSAN LASSI SUSAN LASSI2016-08-03
0022014-01-01SUSAN LASSI SUSAN LASSI2015-07-14
0022013-01-01SUSAN LASSI SUSAN LASSI2014-10-08
0022012-01-01SUSAN LASSI SUSAN LASSI2013-08-30
0022011-01-01SUSAN LASSI SUSAN LASSI2012-08-29
0022009-01-01SUSAN LASSI SUSAN LASSI2010-09-28

Plan Statistics for PENNSYLVANIA FARM BUREAU 401(K) MATCHED SAVINGS PLAN

401k plan membership statisitcs for PENNSYLVANIA FARM BUREAU 401(K) MATCHED SAVINGS PLAN

Measure Date Value
2022: PENNSYLVANIA FARM BUREAU 401(K) MATCHED SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01111
Total number of active participants reported on line 7a of the Form 55002022-01-0139
Number of retired or separated participants receiving benefits2022-01-017
Number of other retired or separated participants entitled to future benefits2022-01-0137
Total of all active and inactive participants2022-01-0183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0183
Number of participants with account balances2022-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-018
2021: PENNSYLVANIA FARM BUREAU 401(K) MATCHED SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01117
Total number of active participants reported on line 7a of the Form 55002021-01-0170
Number of retired or separated participants receiving benefits2021-01-017
Number of other retired or separated participants entitled to future benefits2021-01-0127
Total of all active and inactive participants2021-01-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01104
Number of participants with account balances2021-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: PENNSYLVANIA FARM BUREAU 401(K) MATCHED SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01131
Total number of active participants reported on line 7a of the Form 55002020-01-0168
Number of retired or separated participants receiving benefits2020-01-014
Number of other retired or separated participants entitled to future benefits2020-01-0137
Total of all active and inactive participants2020-01-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01109
Number of participants with account balances2020-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-016
2019: PENNSYLVANIA FARM BUREAU 401(K) MATCHED SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01129
Total number of active participants reported on line 7a of the Form 55002019-01-0197
Number of retired or separated participants receiving benefits2019-01-015
Number of other retired or separated participants entitled to future benefits2019-01-0127
Total of all active and inactive participants2019-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01129
Number of participants with account balances2019-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-017
2018: PENNSYLVANIA FARM BUREAU 401(K) MATCHED SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01125
Total number of active participants reported on line 7a of the Form 55002018-01-0195
Number of retired or separated participants receiving benefits2018-01-016
Number of other retired or separated participants entitled to future benefits2018-01-0118
Total of all active and inactive participants2018-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01119
Number of participants with account balances2018-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-016
2017: PENNSYLVANIA FARM BUREAU 401(K) MATCHED SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01123
Total number of active participants reported on line 7a of the Form 55002017-01-01107
Number of retired or separated participants receiving benefits2017-01-014
Number of other retired or separated participants entitled to future benefits2017-01-0112
Total of all active and inactive participants2017-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01123
Number of participants with account balances2017-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: PENNSYLVANIA FARM BUREAU 401(K) MATCHED SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01138
Total number of active participants reported on line 7a of the Form 55002016-01-01105
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-0115
Total of all active and inactive participants2016-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01123
Number of participants with account balances2016-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: PENNSYLVANIA FARM BUREAU 401(K) MATCHED SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01129
Total number of active participants reported on line 7a of the Form 55002015-01-01120
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-0115
Total of all active and inactive participants2015-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01138
Number of participants with account balances2015-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: PENNSYLVANIA FARM BUREAU 401(K) MATCHED SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01124
Total number of active participants reported on line 7a of the Form 55002014-01-01116
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0114
Total of all active and inactive participants2014-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01131
Number of participants with account balances2014-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: PENNSYLVANIA FARM BUREAU 401(K) MATCHED SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01122
Total number of active participants reported on line 7a of the Form 55002013-01-01107
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0111
Total of all active and inactive participants2013-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01118
Number of participants with account balances2013-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PENNSYLVANIA FARM BUREAU 401(K) MATCHED SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01122
Total number of active participants reported on line 7a of the Form 55002012-01-01108
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0115
Total of all active and inactive participants2012-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01123
Number of participants with account balances2012-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PENNSYLVANIA FARM BUREAU 401(K) MATCHED SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01127
Total number of active participants reported on line 7a of the Form 55002011-01-01106
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0113
Total of all active and inactive participants2011-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01119
Number of participants with account balances2011-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: PENNSYLVANIA FARM BUREAU 401(K) MATCHED SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01118
Total number of active participants reported on line 7a of the Form 55002009-01-01116
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0113
Total of all active and inactive participants2009-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01129
Number of participants with account balances2009-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on PENNSYLVANIA FARM BUREAU 401(K) MATCHED SAVINGS PLAN

Measure Date Value
2022 : PENNSYLVANIA FARM BUREAU 401(K) MATCHED SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$44,909
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$0
Total income from all sources (including contributions)2022-12-31$-1,079,716
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,884,509
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,811,082
Expenses. Certain deemed distributions of participant loans2022-12-31$18,727
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$572,909
Value of total assets at end of year2022-12-31$8,868,714
Value of total assets at beginning of year2022-12-31$12,788,030
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$54,700
Total interest from all sources2022-12-31$22,419
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$348,282
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$348,282
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$322,166
Participant contributions at end of year2022-12-31$6,969
Participant contributions at beginning of year2022-12-31$55,461
Participant contributions at end of year2022-12-31$5,806
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$178,950
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,964,225
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,868,714
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$12,788,030
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$32,442
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$7,330,036
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$10,954,402
Interest on participant loans2022-12-31$1,746
Interest earned on other investments2022-12-31$20,673
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$49,173
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$16,841
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$16,841
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,476,194
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,761,326
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,023,326
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$71,793
Employer contributions (assets) at end of year2022-12-31$536
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,811,082
Contract administrator fees2022-12-31$22,258
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BOYER & RITTER, LLC
Accountancy firm EIN2022-12-31231311005
2021 : PENNSYLVANIA FARM BUREAU 401(K) MATCHED SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$2,196,009
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,752,044
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,687,251
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Value of total corrective distributions2021-12-31$924
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$443,965
Value of total assets at end of year2021-12-31$12,788,030
Value of total assets at beginning of year2021-12-31$12,344,065
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$63,869
Total interest from all sources2021-12-31$28,688
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$525,443
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$525,443
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$347,022
Participant contributions at end of year2021-12-31$55,461
Participant contributions at beginning of year2021-12-31$74,263
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$443,965
Value of net assets at end of year (total assets less liabilities)2021-12-31$12,788,030
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$12,344,065
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$39,067
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$10,954,402
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$10,616,372
Interest on participant loans2021-12-31$3,429
Interest earned on other investments2021-12-31$25,257
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$16,841
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$13,677
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$13,677
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,761,326
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,639,753
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,197,913
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$96,943
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,687,251
Contract administrator fees2021-12-31$24,802
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BOYER & RITTER, LLC
Accountancy firm EIN2021-12-31231311005
2020 : PENNSYLVANIA FARM BUREAU 401(K) MATCHED SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$2,001,230
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,351,863
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,272,286
Expenses. Certain deemed distributions of participant loans2020-12-31$5,800
Value of total corrective distributions2020-12-31$16,811
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$523,063
Value of total assets at end of year2020-12-31$12,344,065
Value of total assets at beginning of year2020-12-31$11,694,698
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$56,966
Total interest from all sources2020-12-31$39,357
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$347,894
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$347,894
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$403,566
Participant contributions at end of year2020-12-31$74,263
Participant contributions at beginning of year2020-12-31$89,436
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$649,367
Value of net assets at end of year (total assets less liabilities)2020-12-31$12,344,065
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$11,694,698
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$33,601
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$10,616,372
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$10,294,270
Interest on participant loans2020-12-31$5,425
Interest earned on other investments2020-12-31$33,879
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$13,677
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$23,569
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$23,569
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$53
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,639,753
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,287,423
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,090,916
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$119,497
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,272,286
Contract administrator fees2020-12-31$23,365
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BOYER &RITTER CPA
Accountancy firm EIN2020-12-31231311005
2019 : PENNSYLVANIA FARM BUREAU 401(K) MATCHED SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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 income from all sources (including contributions)2019-12-31$2,664,129
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$795,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$732,594
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$3,675
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$666,900
Value of total assets at end of year2019-12-31$11,694,698
Value of total assets at beginning of year2019-12-31$9,826,373
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$59,535
Total interest from all sources2019-12-31$33,807
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$401,472
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$401,472
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$493,748
Participant contributions at end of year2019-12-31$89,436
Participant contributions at beginning of year2019-12-31$106,035
Participant contributions at beginning of year2019-12-31$186
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$33,943
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,868,325
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,694,698
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,826,373
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$36,142
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$10,294,270
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,216,950
Interest on participant loans2019-12-31$6,006
Interest earned on other investments2019-12-31$27,436
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$23,569
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$19,084
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$19,084
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$365
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,287,423
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,484,118
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,561,950
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$139,209
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$732,594
Contract administrator fees2019-12-31$23,393
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BOYER & RITTER CPA
Accountancy firm EIN2019-12-31231311005
2018 : PENNSYLVANIA FARM BUREAU 401(K) MATCHED SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
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$253,324
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$843,809
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$732,430
Expenses. Certain deemed distributions of participant loans2018-12-31$53,722
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$692,803
Value of total assets at end of year2018-12-31$9,826,373
Value of total assets at beginning of year2018-12-31$10,416,858
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$57,657
Total interest from all sources2018-12-31$38,788
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$454,033
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$454,033
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$529,226
Participant contributions at end of year2018-12-31$106,035
Participant contributions at beginning of year2018-12-31$127,915
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$11,959
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-590,485
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,826,373
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,416,858
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$34,832
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$8,216,950
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$8,998,081
Interest on participant loans2018-12-31$5,969
Interest earned on other investments2018-12-31$32,581
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$19,084
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$17,473
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$17,473
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$238
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,484,118
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,273,389
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-932,300
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$151,618
Employer contributions (assets) at end of year2018-12-31$186
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$732,430
Contract administrator fees2018-12-31$22,825
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BOYER & RITTER
Accountancy firm EIN2018-12-31231311005
2017 : PENNSYLVANIA FARM BUREAU 401(K) MATCHED SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
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$2,099,583
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,424,433
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,366,514
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$710,074
Value of total assets at end of year2017-12-31$10,416,858
Value of total assets at beginning of year2017-12-31$10,741,708
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$57,919
Total interest from all sources2017-12-31$29,604
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$329,643
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$329,643
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$553,540
Participant contributions at end of year2017-12-31$127,915
Participant contributions at beginning of year2017-12-31$102,301
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,196
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-324,850
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,416,858
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,741,708
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$33,043
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$8,998,081
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$8,888,863
Interest on participant loans2017-12-31$5,478
Interest earned on other investments2017-12-31$23,715
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$17,473
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$175,406
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$175,406
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$411
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,273,389
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,575,138
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,030,262
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$154,338
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,366,514
Contract administrator fees2017-12-31$24,876
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BOYER & RITTER
Accountancy firm EIN2017-12-31231311005
2016 : PENNSYLVANIA FARM BUREAU 401(K) MATCHED SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$1,290,735
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,285,882
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,230,616
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$674,549
Value of total assets at end of year2016-12-31$10,741,708
Value of total assets at beginning of year2016-12-31$10,736,855
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$55,266
Total interest from all sources2016-12-31$38,836
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$274,450
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$274,450
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$526,387
Participant contributions at end of year2016-12-31$102,301
Participant contributions at beginning of year2016-12-31$55,845
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$4,853
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,741,708
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,736,855
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$31,800
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$8,888,863
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$9,155,067
Interest on participant loans2016-12-31$2,875
Interest earned on other investments2016-12-31$36,010
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$175,406
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$249,898
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$249,898
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$-49
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,575,138
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,276,045
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$302,900
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$148,162
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,230,616
Contract administrator fees2016-12-31$23,466
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BOYER & RITTER
Accountancy firm EIN2016-12-31231311005
2015 : PENNSYLVANIA FARM BUREAU 401(K) MATCHED SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$701,293
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$795,794
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$731,306
Expenses. Certain deemed distributions of participant loans2015-12-31$7,458
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$721,861
Value of total assets at end of year2015-12-31$10,736,855
Value of total assets at beginning of year2015-12-31$10,831,356
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$57,030
Total interest from all sources2015-12-31$1,846
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 year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$518,380
Participant contributions at end of year2015-12-31$55,845
Participant contributions at beginning of year2015-12-31$47,698
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$57,359
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-94,501
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,736,855
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,831,356
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$32,374
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$9,155,067
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$9,223,563
Interest on participant loans2015-12-31$1,985
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$249,898
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$190,172
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$190,172
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$-139
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,276,045
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,369,923
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-22,414
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$146,122
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$731,306
Contract administrator fees2015-12-31$24,656
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BOYER & RITTER
Accountancy firm EIN2015-12-31231311005
2014 : PENNSYLVANIA FARM BUREAU 401(K) MATCHED SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$1,259,680
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$369,777
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$340,643
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$3,081
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$610,843
Value of total assets at end of year2014-12-31$10,831,356
Value of total assets at beginning of year2014-12-31$9,941,453
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$26,053
Total interest from all sources2014-12-31$1,928
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 year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$468,949
Participant contributions at end of year2014-12-31$47,698
Participant contributions at beginning of year2014-12-31$55,862
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$889,903
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,831,356
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,941,453
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$9,223,563
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$8,259,647
Interest on participant loans2014-12-31$2,212
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$190,172
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$160,848
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$160,848
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$-284
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,369,923
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,465,096
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$646,909
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$141,894
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$340,643
Contract administrator fees2014-12-31$26,053
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BOYER & RITTER
Accountancy firm EIN2014-12-31231311005
2013 : PENNSYLVANIA FARM BUREAU 401(K) MATCHED SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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$2,112,879
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$369,825
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$364,396
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$4,760
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$617,232
Value of total assets at end of year2013-12-31$9,941,453
Value of total assets at beginning of year2013-12-31$8,198,399
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$669
Total interest from all sources2013-12-31$41,304
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 year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$474,231
Participant contributions at end of year2013-12-31$55,862
Participant contributions at beginning of year2013-12-31$59,810
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,743,054
Value of net assets at end of year (total assets less liabilities)2013-12-31$9,941,453
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,198,399
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$8,259,647
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,563,145
Interest on participant loans2013-12-31$2,639
Interest earned on other investments2013-12-31$38,665
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$160,848
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$164,447
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$164,447
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,465,096
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,410,997
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,454,343
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$143,001
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$364,396
Contract administrator fees2013-12-31$669
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BOYER & RITTER
Accountancy firm EIN2013-12-31231311005
2012 : PENNSYLVANIA FARM BUREAU 401(K) MATCHED SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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$1,372,709
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$16,391
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$15,967
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$614,125
Value of total assets at end of year2012-12-31$8,198,399
Value of total assets at beginning of year2012-12-31$6,842,081
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$424
Total interest from all sources2012-12-31$42,233
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 year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$472,472
Participant contributions at end of year2012-12-31$59,810
Participant contributions at beginning of year2012-12-31$45,578
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,356,318
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,198,399
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,842,081
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$6,563,145
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,560,387
Interest on participant loans2012-12-31$3,564
Interest earned on other investments2012-12-31$38,669
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$164,447
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$58,718
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$58,718
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,410,997
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,177,398
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$716,351
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$141,653
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$15,967
Contract administrator fees2012-12-31$424
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BOYER & RITTER
Accountancy firm EIN2012-12-31231311005
2011 : PENNSYLVANIA FARM BUREAU 401(K) MATCHED SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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$514,447
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$144,847
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$144,280
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$594,919
Value of total assets at end of year2011-12-31$6,842,081
Value of total assets at beginning of year2011-12-31$6,472,481
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$567
Total interest from all sources2011-12-31$3,205
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 year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$456,862
Participant contributions at end of year2011-12-31$45,578
Participant contributions at beginning of year2011-12-31$69,565
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$4,263
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Income. Non cash contributions2011-12-31$0
Value of net income/loss2011-12-31$369,600
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,842,081
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,472,481
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$5,560,387
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,558,024
Interest on participant loans2011-12-31$3,418
Interest earned on other investments2011-12-31$-213
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$58,718
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$76,724
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$76,724
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,177,398
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$768,168
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-83,677
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$133,794
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$144,280
Contract administrator fees2011-12-31$567
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BOYER & 'RITTER
Accountancy firm EIN2011-12-31231311005
2010 : PENNSYLVANIA FARM BUREAU 401(K) MATCHED SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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$1,280,572
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$83,962
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$78,941
Value of total corrective distributions2010-12-31$4,448
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$584,010
Value of total assets at end of year2010-12-31$6,472,481
Value of total assets at beginning of year2010-12-31$5,275,871
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$573
Total interest from all sources2010-12-31$31,201
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 year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$446,353
Participant contributions at end of year2010-12-31$69,565
Participant contributions at beginning of year2010-12-31$65,360
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$5,112
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,196,610
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,472,481
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,275,871
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$5,558,024
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,395,483
Interest on participant loans2010-12-31$3,870
Interest earned on other investments2010-12-31$27,503
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$76,724
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$67,665
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$67,665
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$-172
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$768,168
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$747,363
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$665,361
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$132,545
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$78,941
Contract administrator fees2010-12-31$573
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BOYER & RITTER
Accountancy firm EIN2010-12-31231311005

Form 5500 Responses for PENNSYLVANIA FARM BUREAU 401(K) MATCHED SAVINGS PLAN

2022: PENNSYLVANIA FARM BUREAU 401(K) MATCHED SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PENNSYLVANIA FARM BUREAU 401(K) MATCHED SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PENNSYLVANIA FARM BUREAU 401(K) MATCHED SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PENNSYLVANIA FARM BUREAU 401(K) MATCHED SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PENNSYLVANIA FARM BUREAU 401(K) MATCHED SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PENNSYLVANIA FARM BUREAU 401(K) MATCHED SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PENNSYLVANIA FARM BUREAU 401(K) MATCHED SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PENNSYLVANIA FARM BUREAU 401(K) MATCHED SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PENNSYLVANIA FARM BUREAU 401(K) MATCHED SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PENNSYLVANIA FARM BUREAU 401(K) MATCHED SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PENNSYLVANIA FARM BUREAU 401(K) MATCHED SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PENNSYLVANIA FARM BUREAU 401(K) MATCHED SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PENNSYLVANIA FARM BUREAU 401(K) MATCHED SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAPB2QX87
Policy instance 1
Insurance contract or identification numberGAPB2QX87
Number of Individuals Covered74
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $3,135
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $1,881
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAPB2QX87
Policy instance 1
Insurance contract or identification numberGAPB2QX87
Number of Individuals Covered94
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $3,242
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $1,945
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAPB2QX87
Policy instance 1
Insurance contract or identification numberGAPB2QX87
Number of Individuals Covered100
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $3,112
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $2,789
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAPB2QX87
Policy instance 1
Insurance contract or identification numberGAPB2QX87
Number of Individuals Covered111
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $2,259
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $2,259
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAPB2QX87
Policy instance 1
Insurance contract or identification numberGAPB2QX87
Number of Individuals Covered107
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $2,484
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $2,484
Insurance broker organization code?3
Insurance broker nameKATHLEEN BARRY
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAPB2QX87
Policy instance 1
Insurance contract or identification numberGAPB2QX87
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $2,560
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $2,560
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameKATHLEEN BARRY
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAPB2QX87
Policy instance 1
Insurance contract or identification numberGAPB2QX87
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $3,476
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $3,476
Insurance broker organization code?3
Insurance broker nameROBERT C. GROVE
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAPB2QX87
Policy instance 1
Insurance contract or identification numberGAPB2QX87
Number of Individuals Covered118
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $3,774
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $2,290
Insurance broker organization code?3
Insurance broker nameROBERT C. GROVE
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAPB2QX87
Policy instance 1
Insurance contract or identification numberGAPB2QX87
Number of Individuals Covered23
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $3,733
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $3,733
Insurance broker organization code?3
Insurance broker nameNATIONWIDE SECURITIES LLC-EA
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAPB2QX87
Policy instance 1
Insurance contract or identification numberGAPB2QX87
Number of Individuals Covered23
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $2,775
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-QX87
Policy instance 1
Insurance contract or identification numberGAP-B2-QX87
Number of Individuals Covered148
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $2,150
Total amount of fees paid to insurance companyUSD $538
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,150
Insurance broker organization code?3
Amount paid for insurance broker fees538
Additional information about fees paid to insurance brokerADMIN OVERRIDE
Insurance broker namePENSION ASSOCIATES INC

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