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NC FARM BUREAU CO RETIREMENT PLAN AND TRUST 401k Plan overview

Plan NameNC FARM BUREAU CO RETIREMENT PLAN AND TRUST
Plan identification number 001

NC FARM BUREAU CO RETIREMENT PLAN AND TRUST Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

NC FARM BUREAU FED FOR NC FARM BUREAU MUT INS CO has sponsored the creation of one or more 401k plans.

Company Name:NC FARM BUREAU FED FOR NC FARM BUREAU MUT INS CO
Employer identification number (EIN):560586973
NAIC Classification:524150

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NC FARM BUREAU CO RETIREMENT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01PERRY CRUTCHFIELD
0012015-07-01PERRY CRUTCHFIELD
0012014-07-01PERRY CRUTCHFIELD
0012013-07-01PERRY CRUTCHFIELD
0012012-07-01PERRY CRUTCHFIELD
0012011-07-01PERRY CRUTCHFIELD
0012010-07-01PERRY CRUTCHFIELD
0012009-07-01PERRY CRUTCHFIELD

Plan Statistics for NC FARM BUREAU CO RETIREMENT PLAN AND TRUST

401k plan membership statisitcs for NC FARM BUREAU CO RETIREMENT PLAN AND TRUST

Measure Date Value
2022: NC FARM BUREAU CO RETIREMENT PLAN AND TRUST 2022 401k membership
Market value of plan assets2022-06-30220,597,045
Acturial value of plan assets2022-06-30220,597,045
Funding target for retired participants and beneficiaries receiving payment2022-06-300
Number of terminated vested participants2022-06-30371
Fundng target for terminated vested participants2022-06-3011,685,840
Active participant vested funding target2022-06-30127,130,547
Number of active participants2022-06-301,195
Total funding liabilities for active participants2022-06-30138,786,961
Total participant count2022-06-301,566
Total funding target for all participants2022-06-30150,472,801
Balance at beginning of prior year after applicable adjustments2022-06-300
Prefunding balance at beginning of prior year after applicable adjustments2022-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2022-06-300
Prefunding balanced used to offset prior years funding requirement2022-06-300
Amount remaining of carryover balance2022-06-300
Amount remaining of prefunding balance2022-06-300
Present value of excess contributions2022-06-3016,625,404
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-06-3017,553,102
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-06-300
Reductions in caryover balances due to elections or deemed elections2022-06-300
Reductions in prefunding balances due to elections or deemed elections2022-06-300
Balance of carryovers at beginning of current year2022-06-300
Balance of prefunding at beginning of current year2022-06-300
Total employer contributions2022-06-307,000,000
Total employee contributions2022-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-06-300
Contributions made to avoid restrictions adjusted to valuation date2022-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-06-306,820,825
Unpaid minimum required contributions for all prior years2022-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-06-300
Remaining amount of unpaid minimum required contributions2022-06-300
Minimum required contributions for current year target normal cost2022-06-3011,458,664
Net shortfall amortization installment of oustanding balance2022-06-300
Waiver amortization installment2022-06-300
Total funding amount beforereflecting carryover/prefunding balances2022-06-300
Carryover balance elected to use to offset funding requirement2022-06-300
Prefunding balance elected to use to offset funding requirement2022-06-300
Additional cash requirement2022-06-300
Contributions allocatedtoward minimum required contributions for current year2022-06-306,820,825
Unpaid minimum required contributions for current year2022-06-300
Unpaid minimum required contributions for all years2022-06-300
2021: NC FARM BUREAU CO RETIREMENT PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-07-011,566
Total number of active participants reported on line 7a of the Form 55002021-07-011,026
Number of other retired or separated participants entitled to future benefits2021-07-01396
Total of all active and inactive participants2021-07-011,422
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-017
Total participants2021-07-011,429
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0156
Market value of plan assets2021-06-30224,639,555
Acturial value of plan assets2021-06-30224,639,555
Funding target for retired participants and beneficiaries receiving payment2021-06-300
Number of terminated vested participants2021-06-30340
Fundng target for terminated vested participants2021-06-3010,840,450
Active participant vested funding target2021-06-30133,626,272
Number of active participants2021-06-301,245
Total funding liabilities for active participants2021-06-30145,783,338
Total participant count2021-06-301,585
Total funding target for all participants2021-06-30156,623,788
Balance at beginning of prior year after applicable adjustments2021-06-300
Prefunding balance at beginning of prior year after applicable adjustments2021-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2021-06-300
Prefunding balanced used to offset prior years funding requirement2021-06-300
Amount remaining of carryover balance2021-06-300
Amount remaining of prefunding balance2021-06-300
Present value of excess contributions2021-06-3047,712,123
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-06-3050,450,799
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-06-300
Reductions in caryover balances due to elections or deemed elections2021-06-300
Reductions in prefunding balances due to elections or deemed elections2021-06-300
Balance of carryovers at beginning of current year2021-06-300
Balance of prefunding at beginning of current year2021-06-300
Total employer contributions2021-06-3018,000,000
Total employee contributions2021-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-06-300
Contributions made to avoid restrictions adjusted to valuation date2021-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-06-3016,625,404
Unpaid minimum required contributions for all prior years2021-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-06-300
Remaining amount of unpaid minimum required contributions2021-06-300
Minimum required contributions for current year target normal cost2021-06-3011,888,031
Net shortfall amortization installment of oustanding balance2021-06-300
Waiver amortization installment2021-06-300
Total funding amount beforereflecting carryover/prefunding balances2021-06-300
Carryover balance elected to use to offset funding requirement2021-06-300
Prefunding balance elected to use to offset funding requirement2021-06-300
Additional cash requirement2021-06-300
Contributions allocatedtoward minimum required contributions for current year2021-06-3016,625,404
Unpaid minimum required contributions for current year2021-06-300
Unpaid minimum required contributions for all years2021-06-300
2020: NC FARM BUREAU CO RETIREMENT PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-07-011,585
Total number of active participants reported on line 7a of the Form 55002020-07-011,093
Number of other retired or separated participants entitled to future benefits2020-07-01364
Total of all active and inactive participants2020-07-011,457
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-017
Total participants2020-07-011,464
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0155
Market value of plan assets2020-06-30180,135,660
Acturial value of plan assets2020-06-30180,135,660
Funding target for retired participants and beneficiaries receiving payment2020-06-300
Number of terminated vested participants2020-06-30342
Fundng target for terminated vested participants2020-06-3010,520,206
Active participant vested funding target2020-06-30121,398,369
Number of active participants2020-06-301,190
Total funding liabilities for active participants2020-06-30133,079,226
Total participant count2020-06-301,532
Total funding target for all participants2020-06-30143,599,432
Balance at beginning of prior year after applicable adjustments2020-06-300
Prefunding balance at beginning of prior year after applicable adjustments2020-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2020-06-300
Prefunding balanced used to offset prior years funding requirement2020-06-300
Amount remaining of carryover balance2020-06-300
Amount remaining of prefunding balance2020-06-300
Present value of excess contributions2020-06-301,838,409
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-06-301,947,059
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-06-300
Reductions in caryover balances due to elections or deemed elections2020-06-300
Reductions in prefunding balances due to elections or deemed elections2020-06-300
Balance of carryovers at beginning of current year2020-06-300
Balance of prefunding at beginning of current year2020-06-300
Total employer contributions2020-06-3051,000,000
Total employee contributions2020-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-06-300
Contributions made to avoid restrictions adjusted to valuation date2020-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-06-3047,712,123
Unpaid minimum required contributions for all prior years2020-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-06-300
Remaining amount of unpaid minimum required contributions2020-06-300
Minimum required contributions for current year target normal cost2020-06-3011,112,317
Net shortfall amortization installment of oustanding balance2020-06-300
Waiver amortization installment2020-06-300
Total funding amount beforereflecting carryover/prefunding balances2020-06-300
Carryover balance elected to use to offset funding requirement2020-06-300
Prefunding balance elected to use to offset funding requirement2020-06-300
Additional cash requirement2020-06-300
Contributions allocatedtoward minimum required contributions for current year2020-06-3047,712,123
Unpaid minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for all years2020-06-300
2019: NC FARM BUREAU CO RETIREMENT PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-07-011,532
Total number of active participants reported on line 7a of the Form 55002019-07-011,111
Number of other retired or separated participants entitled to future benefits2019-07-01334
Total of all active and inactive participants2019-07-011,445
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-016
Total participants2019-07-011,451
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0141
Market value of plan assets2019-06-30189,447,336
Acturial value of plan assets2019-06-30189,447,336
Funding target for retired participants and beneficiaries receiving payment2019-06-300
Number of terminated vested participants2019-06-30332
Fundng target for terminated vested participants2019-06-309,728,541
Active participant vested funding target2019-06-30113,947,908
Number of active participants2019-06-301,163
Total funding liabilities for active participants2019-06-30124,808,442
Total participant count2019-06-301,495
Total funding target for all participants2019-06-30134,536,983
Balance at beginning of prior year after applicable adjustments2019-06-300
Prefunding balance at beginning of prior year after applicable adjustments2019-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2019-06-300
Prefunding balanced used to offset prior years funding requirement2019-06-300
Amount remaining of carryover balance2019-06-300
Amount remaining of prefunding balance2019-06-300
Present value of excess contributions2019-06-3038,297,495
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-06-3040,629,812
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-06-300
Reductions in caryover balances due to elections or deemed elections2019-06-300
Reductions in prefunding balances due to elections or deemed elections2019-06-300
Balance of carryovers at beginning of current year2019-06-300
Balance of prefunding at beginning of current year2019-06-300
Total employer contributions2019-06-302,000,000
Total employee contributions2019-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-06-300
Contributions made to avoid restrictions adjusted to valuation date2019-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-06-301,838,409
Unpaid minimum required contributions for all prior years2019-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-06-300
Remaining amount of unpaid minimum required contributions2019-06-300
Minimum required contributions for current year target normal cost2019-06-3010,202,902
Net shortfall amortization installment of oustanding balance2019-06-300
Waiver amortization installment2019-06-300
Total funding amount beforereflecting carryover/prefunding balances2019-06-300
Carryover balance elected to use to offset funding requirement2019-06-300
Prefunding balance elected to use to offset funding requirement2019-06-300
Additional cash requirement2019-06-300
Contributions allocatedtoward minimum required contributions for current year2019-06-301,838,409
Unpaid minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for all years2019-06-300
2018: NC FARM BUREAU CO RETIREMENT PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-07-011,495
Total number of active participants reported on line 7a of the Form 55002018-07-011,080
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-01335
Total of all active and inactive participants2018-07-011,415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-017
Total participants2018-07-011,422
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0126
Market value of plan assets2018-06-30161,533,544
Acturial value of plan assets2018-06-30161,533,544
Funding target for retired participants and beneficiaries receiving payment2018-06-300
Number of terminated vested participants2018-06-30324
Fundng target for terminated vested participants2018-06-309,180,268
Active participant vested funding target2018-06-30106,086,643
Number of active participants2018-06-301,158
Total funding liabilities for active participants2018-06-30115,960,202
Total participant count2018-06-301,482
Total funding target for all participants2018-06-30125,140,470
Balance at beginning of prior year after applicable adjustments2018-06-300
Prefunding balance at beginning of prior year after applicable adjustments2018-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2018-06-300
Prefunding balanced used to offset prior years funding requirement2018-06-300
Amount remaining of carryover balance2018-06-300
Amount remaining of prefunding balance2018-06-300
Present value of excess contributions2018-06-3013,337,847
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-3014,174,130
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-06-300
Reductions in caryover balances due to elections or deemed elections2018-06-300
Reductions in prefunding balances due to elections or deemed elections2018-06-300
Balance of carryovers at beginning of current year2018-06-300
Balance of prefunding at beginning of current year2018-06-300
Total employer contributions2018-06-3040,048,000
Total employee contributions2018-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-06-300
Contributions made to avoid restrictions adjusted to valuation date2018-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-06-3038,297,495
Unpaid minimum required contributions for all prior years2018-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-06-300
Remaining amount of unpaid minimum required contributions2018-06-300
Minimum required contributions for current year target normal cost2018-06-309,239,992
Net shortfall amortization installment of oustanding balance2018-06-300
Waiver amortization installment2018-06-300
Total funding amount beforereflecting carryover/prefunding balances2018-06-300
Carryover balance elected to use to offset funding requirement2018-06-300
Prefunding balance elected to use to offset funding requirement2018-06-300
Additional cash requirement2018-06-300
Contributions allocatedtoward minimum required contributions for current year2018-06-3038,297,495
Unpaid minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for all years2018-06-300
2017: NC FARM BUREAU CO RETIREMENT PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-07-011,482
Total number of active participants reported on line 7a of the Form 55002017-07-011,068
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-01325
Total of all active and inactive participants2017-07-011,393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-017
Total participants2017-07-011,400
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0138
Market value of plan assets2017-06-30153,188,699
Acturial value of plan assets2017-06-30153,188,699
Funding target for retired participants and beneficiaries receiving payment2017-06-300
Number of terminated vested participants2017-06-30311
Fundng target for terminated vested participants2017-06-308,508,623
Active participant vested funding target2017-06-3097,092,793
Number of active participants2017-06-301,146
Total funding liabilities for active participants2017-06-30106,070,780
Total participant count2017-06-301,457
Total funding target for all participants2017-06-30114,579,403
Balance at beginning of prior year after applicable adjustments2017-06-300
Prefunding balance at beginning of prior year after applicable adjustments2017-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2017-06-300
Prefunding balanced used to offset prior years funding requirement2017-06-300
Amount remaining of carryover balance2017-06-300
Amount remaining of prefunding balance2017-06-300
Present value of excess contributions2017-06-3014,324,009
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-3015,249,340
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-06-300
Reductions in caryover balances due to elections or deemed elections2017-06-300
Reductions in prefunding balances due to elections or deemed elections2017-06-300
Balance of carryovers at beginning of current year2017-06-300
Balance of prefunding at beginning of current year2017-06-300
Total employer contributions2017-06-3013,958,000
Total employee contributions2017-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-06-300
Contributions made to avoid restrictions adjusted to valuation date2017-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-06-3013,337,847
Unpaid minimum required contributions for all prior years2017-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-06-300
Remaining amount of unpaid minimum required contributions2017-06-300
Minimum required contributions for current year target normal cost2017-06-308,477,126
Net shortfall amortization installment of oustanding balance2017-06-300
Total funding amount beforereflecting carryover/prefunding balances2017-06-300
Carryover balance elected to use to offset funding requirement2017-06-300
Prefunding balance elected to use to offset funding requirement2017-06-300
Additional cash requirement2017-06-300
Contributions allocatedtoward minimum required contributions for current year2017-06-3013,337,847
Unpaid minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for all years2017-06-300
2016: NC FARM BUREAU CO RETIREMENT PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-07-011,457
Total number of active participants reported on line 7a of the Form 55002016-07-011,058
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-01317
Total of all active and inactive participants2016-07-011,375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-017
Total participants2016-07-011,382
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0133
2015: NC FARM BUREAU CO RETIREMENT PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-07-011,440
Total number of active participants reported on line 7a of the Form 55002015-07-011,045
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-01305
Total of all active and inactive participants2015-07-011,350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-016
Total participants2015-07-011,356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0134
2014: NC FARM BUREAU CO RETIREMENT PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-07-011,408
Total number of active participants reported on line 7a of the Form 55002014-07-011,038
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-01310
Total of all active and inactive participants2014-07-011,348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-016
Total participants2014-07-011,354
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0128
2013: NC FARM BUREAU CO RETIREMENT PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-07-011,381
Total number of active participants reported on line 7a of the Form 55002013-07-011,038
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-01297
Total of all active and inactive participants2013-07-011,335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-016
Total participants2013-07-011,341
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0115
2012: NC FARM BUREAU CO RETIREMENT PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-07-011,375
Total number of active participants reported on line 7a of the Form 55002012-07-011,017
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-01286
Total of all active and inactive participants2012-07-011,303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-014
Total participants2012-07-011,307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0134
2011: NC FARM BUREAU CO RETIREMENT PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-07-011,348
Total number of active participants reported on line 7a of the Form 55002011-07-011,033
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-01265
Total of all active and inactive participants2011-07-011,298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-014
Total participants2011-07-011,302
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0126
2010: NC FARM BUREAU CO RETIREMENT PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-07-011,331
Total number of active participants reported on line 7a of the Form 55002010-07-011,015
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-01260
Total of all active and inactive participants2010-07-011,275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-014
Total participants2010-07-011,279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-0127
2009: NC FARM BUREAU CO RETIREMENT PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-07-011,314
Total number of active participants reported on line 7a of the Form 55002009-07-011,028
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-01240
Total of all active and inactive participants2009-07-011,268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-013
Total participants2009-07-011,271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0126

Financial Data on NC FARM BUREAU CO RETIREMENT PLAN AND TRUST

Measure Date Value
2022 : NC FARM BUREAU CO RETIREMENT PLAN AND TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total transfer of assets to this plan2022-06-30$291,713
Total transfer of assets from this plan2022-06-30$417,294
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$14,598,323
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$41,541,303
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$41,541,303
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$7,000,000
Value of total assets at end of year2022-06-30$193,975,382
Value of total assets at beginning of year2022-06-30$221,043,943
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$0
Total interest from all sources2022-06-30$7,598,323
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-26,942,980
Value of net assets at end of year (total assets less liabilities)2022-06-30$193,975,382
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$221,043,943
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Interest earned on other investments2022-06-30$7,598,323
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$193,975,382
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$203,043,943
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$6,014,120
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30Yes
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$7,000,000
Employer contributions (assets) at beginning of year2022-06-30$18,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$35,527,183
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30A T ALLEN AND COMPANY
Accountancy firm EIN2022-06-30550119050
2021 : NC FARM BUREAU CO RETIREMENT PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total transfer of assets to this plan2021-06-30$73,091
Total transfer of assets from this plan2021-06-30$89,316
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$25,778,188
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$30,317,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$30,317,265
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$18,000,000
Value of total assets at end of year2021-06-30$221,043,943
Value of total assets at beginning of year2021-06-30$225,599,245
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$0
Total interest from all sources2021-06-30$7,778,188
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$-4,539,077
Value of net assets at end of year (total assets less liabilities)2021-06-30$221,043,943
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$225,599,245
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Interest earned on other investments2021-06-30$7,778,188
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$203,043,943
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$188,199,245
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$6,295,300
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30Yes
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$18,000,000
Employer contributions (assets) at end of year2021-06-30$18,000,000
Employer contributions (assets) at beginning of year2021-06-30$37,400,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$24,021,965
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30A T ALLEN AND COMPANY
Accountancy firm EIN2021-06-30550119050
2020 : NC FARM BUREAU CO RETIREMENT PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total transfer of assets to this plan2020-06-30$87,413
Total transfer of assets from this plan2020-06-30$7,258
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$58,262,156
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$12,931,667
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$12,931,667
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$51,000,000
Value of total assets at end of year2020-06-30$225,599,245
Value of total assets at beginning of year2020-06-30$180,188,601
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$0
Total interest from all sources2020-06-30$7,262,156
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$45,330,489
Value of net assets at end of year (total assets less liabilities)2020-06-30$225,599,245
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$180,188,601
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Interest earned on other investments2020-06-30$7,262,156
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$188,199,245
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$178,188,601
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$5,377,600
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30Yes
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$51,000,000
Employer contributions (assets) at end of year2020-06-30$37,400,000
Employer contributions (assets) at beginning of year2020-06-30$2,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$7,554,067
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30A T ALLEN AND COMPANY
Accountancy firm EIN2020-06-30550119050
2019 : NC FARM BUREAU CO RETIREMENT PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total transfer of assets to this plan2019-06-30$128,920
Total transfer of assets from this plan2019-06-30$459,041
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$9,382,850
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$18,494,404
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$18,494,404
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$2,000,000
Value of total assets at end of year2019-06-30$180,188,601
Value of total assets at beginning of year2019-06-30$189,630,276
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$0
Total interest from all sources2019-06-30$7,382,850
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$-9,111,554
Value of net assets at end of year (total assets less liabilities)2019-06-30$180,188,601
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$189,630,276
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Interest earned on other investments2019-06-30$7,382,850
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$178,188,601
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$173,630,276
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$5,883,549
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$2,000,000
Employer contributions (assets) at end of year2019-06-30$2,000,000
Employer contributions (assets) at beginning of year2019-06-30$16,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$12,610,855
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30A T ALLEN AND COMAPNY
Accountancy firm EIN2019-06-30550119050
2018 : NC FARM BUREAU CO RETIREMENT PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total transfer of assets to this plan2018-06-30$25,229
Total transfer of assets from this plan2018-06-30$57,202
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$47,014,432
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$19,000,043
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$19,000,043
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$40,048,000
Value of total assets at end of year2018-06-30$189,630,276
Value of total assets at beginning of year2018-06-30$161,647,860
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$0
Total interest from all sources2018-06-30$6,966,432
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$28,014,389
Value of net assets at end of year (total assets less liabilities)2018-06-30$189,630,276
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$161,647,860
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Interest earned on other investments2018-06-30$6,966,432
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$173,630,276
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$157,247,860
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$5,672,309
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$40,048,000
Employer contributions (assets) at end of year2018-06-30$16,000,000
Employer contributions (assets) at beginning of year2018-06-30$4,400,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$13,327,734
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30A.T. ALLEN AND COMPANY
Accountancy firm EIN2018-06-30560119050
2017 : NC FARM BUREAU CO RETIREMENT PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total transfer of assets to this plan2017-06-30$15,183
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$20,526,124
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$12,152,765
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$12,152,765
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$13,958,000
Value of total assets at end of year2017-06-30$161,647,860
Value of total assets at beginning of year2017-06-30$153,259,318
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$0
Total interest from all sources2017-06-30$6,568,124
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$8,373,359
Value of net assets at end of year (total assets less liabilities)2017-06-30$161,647,860
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$153,259,318
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Interest earned on other investments2017-06-30$6,568,124
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$157,247,860
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$150,659,318
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$3,303,405
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$13,958,000
Employer contributions (assets) at end of year2017-06-30$4,400,000
Employer contributions (assets) at beginning of year2017-06-30$2,600,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$8,849,360
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30A.T. ALLEN AND COMPANY
Accountancy firm EIN2017-06-30560119050
2016 : NC FARM BUREAU CO RETIREMENT PLAN AND TRUST 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-06-30$0
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total transfer of assets to this plan2016-06-30$14,790
Total transfer of assets from this plan2016-06-30$70,547
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Expenses. Interest paid2016-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-06-30$0
Total income from all sources (including contributions)2016-06-30$21,532,626
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$13,643,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$13,643,191
Expenses. Certain deemed distributions of participant loans2016-06-30$0
Value of total corrective distributions2016-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$14,867,000
Value of total assets at end of year2016-06-30$153,259,318
Value of total assets at beginning of year2016-06-30$145,425,640
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$0
Total income from rents2016-06-30$0
Total interest from all sources2016-06-30$6,665,626
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$0
Administrative expenses professional fees incurred2016-06-30$0
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-06-30$0
Other income not declared elsewhere2016-06-30$0
Administrative expenses (other) incurred2016-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Income. Non cash contributions2016-06-30$0
Value of net income/loss2016-06-30$7,889,435
Value of net assets at end of year (total assets less liabilities)2016-06-30$153,259,318
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$145,425,640
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$0
Interest on participant loans2016-06-30$0
Income. Interest from loans (other than to participants)2016-06-30$0
Interest earned on other investments2016-06-30$6,665,626
Income. Interest from US Government securities2016-06-30$0
Income. Interest from corporate debt instruments2016-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$150,659,318
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$145,425,640
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$3,931,043
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$0
Net investment gain/loss from pooled separate accounts2016-06-30$0
Net investment gain or loss from common/collective trusts2016-06-30$0
Net gain/loss from 103.12 investment entities2016-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$14,867,000
Employer contributions (assets) at end of year2016-06-30$2,600,000
Employer contributions (assets) at beginning of year2016-06-30$0
Income. Dividends from preferred stock2016-06-30$0
Income. Dividends from common stock2016-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$9,712,148
Contract administrator fees2016-06-30$0
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Aggregate proceeds on sale of assets2016-06-30$0
Aggregate carrying amount (costs) on sale of assets2016-06-30$0
Liabilities. Value of acquisition indebtedness at end of year2016-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30A.T. ALLEN AND COMPANY
Accountancy firm EIN2016-06-30560119050
2015 : NC FARM BUREAU CO RETIREMENT PLAN AND TRUST 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$0
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total transfer of assets to this plan2015-06-30$66,086
Total transfer of assets from this plan2015-06-30$43,030
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Expenses. Interest paid2015-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-06-30$0
Total income from all sources (including contributions)2015-06-30$16,644,678
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$9,540,733
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$9,540,733
Expenses. Certain deemed distributions of participant loans2015-06-30$0
Value of total corrective distributions2015-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$10,349,000
Value of total assets at end of year2015-06-30$145,425,640
Value of total assets at beginning of year2015-06-30$138,298,639
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$0
Total income from rents2015-06-30$0
Total interest from all sources2015-06-30$6,295,678
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$0
Administrative expenses professional fees incurred2015-06-30$0
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$0
Other income not declared elsewhere2015-06-30$0
Administrative expenses (other) incurred2015-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Income. Non cash contributions2015-06-30$0
Value of net income/loss2015-06-30$7,103,945
Value of net assets at end of year (total assets less liabilities)2015-06-30$145,425,640
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$138,298,639
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$0
Interest on participant loans2015-06-30$0
Income. Interest from loans (other than to participants)2015-06-30$0
Interest earned on other investments2015-06-30$6,295,678
Income. Interest from US Government securities2015-06-30$0
Income. Interest from corporate debt instruments2015-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$145,425,640
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$138,298,639
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$4,475,873
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$0
Net investment gain/loss from pooled separate accounts2015-06-30$0
Net investment gain or loss from common/collective trusts2015-06-30$0
Net gain/loss from 103.12 investment entities2015-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$10,349,000
Employer contributions (assets) at end of year2015-06-30$0
Employer contributions (assets) at beginning of year2015-06-30$0
Income. Dividends from preferred stock2015-06-30$0
Income. Dividends from common stock2015-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$5,064,860
Contract administrator fees2015-06-30$0
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Aggregate proceeds on sale of assets2015-06-30$0
Aggregate carrying amount (costs) on sale of assets2015-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30A. T. ALLEN AND COMPANY
Accountancy firm EIN2015-06-30560119050
2014 : NC FARM BUREAU CO RETIREMENT PLAN AND TRUST 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$0
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total transfer of assets to this plan2014-06-30$15,304
Total transfer of assets from this plan2014-06-30$92,519
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Expenses. Interest paid2014-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-06-30$0
Total income from all sources (including contributions)2014-06-30$18,438,379
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$6,492,856
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$6,492,856
Expenses. Certain deemed distributions of participant loans2014-06-30$0
Value of total corrective distributions2014-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$12,500,000
Value of total assets at end of year2014-06-30$138,298,639
Value of total assets at beginning of year2014-06-30$126,430,331
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$0
Total income from rents2014-06-30$0
Total interest from all sources2014-06-30$5,938,379
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$0
Administrative expenses professional fees incurred2014-06-30$0
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-06-30$0
Other income not declared elsewhere2014-06-30$0
Administrative expenses (other) incurred2014-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Income. Non cash contributions2014-06-30$0
Value of net income/loss2014-06-30$11,945,523
Value of net assets at end of year (total assets less liabilities)2014-06-30$138,298,639
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$126,430,331
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$0
Interest on participant loans2014-06-30$0
Income. Interest from loans (other than to participants)2014-06-30$0
Interest earned on other investments2014-06-30$5,938,379
Income. Interest from US Government securities2014-06-30$0
Income. Interest from corporate debt instruments2014-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$138,298,639
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$126,430,331
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$2,307,549
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$0
Net investment gain/loss from pooled separate accounts2014-06-30$0
Net investment gain or loss from common/collective trusts2014-06-30$0
Net gain/loss from 103.12 investment entities2014-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$12,500,000
Employer contributions (assets) at end of year2014-06-30$0
Employer contributions (assets) at beginning of year2014-06-30$0
Income. Dividends from preferred stock2014-06-30$0
Income. Dividends from common stock2014-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$4,185,307
Contract administrator fees2014-06-30$0
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Aggregate proceeds on sale of assets2014-06-30$0
Aggregate carrying amount (costs) on sale of assets2014-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30A.T. ALLEN AND COMPANY
Accountancy firm EIN2014-06-30560119050
2013 : NC FARM BUREAU CO RETIREMENT PLAN AND TRUST 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$0
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total transfer of assets to this plan2013-06-30$44,940
Total transfer of assets from this plan2013-06-30$1,044,557
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Expenses. Interest paid2013-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-06-30$0
Total income from all sources (including contributions)2013-06-30$14,888,938
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$5,074,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$5,074,603
Expenses. Certain deemed distributions of participant loans2013-06-30$0
Value of total corrective distributions2013-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$9,100,000
Value of total assets at end of year2013-06-30$126,430,331
Value of total assets at beginning of year2013-06-30$117,615,613
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$0
Total income from rents2013-06-30$0
Total interest from all sources2013-06-30$5,788,938
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$0
Administrative expenses professional fees incurred2013-06-30$0
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-06-30$0
Other income not declared elsewhere2013-06-30$0
Administrative expenses (other) incurred2013-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Income. Non cash contributions2013-06-30$0
Value of net income/loss2013-06-30$9,814,335
Value of net assets at end of year (total assets less liabilities)2013-06-30$126,430,331
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$117,615,613
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$0
Interest on participant loans2013-06-30$0
Income. Interest from loans (other than to participants)2013-06-30$0
Interest earned on other investments2013-06-30$5,788,938
Income. Interest from US Government securities2013-06-30$0
Income. Interest from corporate debt instruments2013-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$126,430,331
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$117,615,613
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$1,544,362
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$0
Net investment gain/loss from pooled separate accounts2013-06-30$0
Net investment gain or loss from common/collective trusts2013-06-30$0
Net gain/loss from 103.12 investment entities2013-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$9,100,000
Employer contributions (assets) at end of year2013-06-30$0
Employer contributions (assets) at beginning of year2013-06-30$0
Income. Dividends from preferred stock2013-06-30$0
Income. Dividends from common stock2013-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$3,530,241
Contract administrator fees2013-06-30$0
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Aggregate proceeds on sale of assets2013-06-30$0
Aggregate carrying amount (costs) on sale of assets2013-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30A.T. ALLEN AND COMPANY
Accountancy firm EIN2013-06-30560119050
2012 : NC FARM BUREAU CO RETIREMENT PLAN AND TRUST 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$0
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total transfer of assets to this plan2012-06-30$13,805
Total transfer of assets from this plan2012-06-30$5,980
Expenses. Interest paid2012-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-06-30$0
Total income from all sources (including contributions)2012-06-30$13,720,585
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$4,907,723
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$4,907,723
Expenses. Certain deemed distributions of participant loans2012-06-30$0
Value of total corrective distributions2012-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$7,879,000
Value of total assets at end of year2012-06-30$117,615,613
Value of total assets at beginning of year2012-06-30$108,794,926
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$0
Total income from rents2012-06-30$0
Total interest from all sources2012-06-30$5,841,585
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$0
Administrative expenses professional fees incurred2012-06-30$0
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$0
Other income not declared elsewhere2012-06-30$0
Administrative expenses (other) incurred2012-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Income. Non cash contributions2012-06-30$0
Value of net income/loss2012-06-30$8,812,862
Value of net assets at end of year (total assets less liabilities)2012-06-30$117,615,613
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$108,794,926
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$0
Interest on participant loans2012-06-30$0
Income. Interest from loans (other than to participants)2012-06-30$0
Interest earned on other investments2012-06-30$5,841,585
Income. Interest from US Government securities2012-06-30$0
Income. Interest from corporate debt instruments2012-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$117,615,613
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$108,794,926
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$2,496,766
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$0
Net investment gain/loss from pooled separate accounts2012-06-30$0
Net investment gain or loss from common/collective trusts2012-06-30$0
Net gain/loss from 103.12 investment entities2012-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$7,879,000
Employer contributions (assets) at end of year2012-06-30$0
Employer contributions (assets) at beginning of year2012-06-30$0
Income. Dividends from preferred stock2012-06-30$0
Income. Dividends from common stock2012-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$2,410,957
Contract administrator fees2012-06-30$0
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Aggregate proceeds on sale of assets2012-06-30$0
Aggregate carrying amount (costs) on sale of assets2012-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30A. T. ALLEN AND COMPANY
Accountancy firm EIN2012-06-30560119050
2011 : NC FARM BUREAU CO RETIREMENT PLAN AND TRUST 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$0
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total transfer of assets to this plan2011-06-30$13,175
Total transfer of assets from this plan2011-06-30$19,293
Expenses. Interest paid2011-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-06-30$0
Total income from all sources (including contributions)2011-06-30$15,466,775
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$7,629,137
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$7,629,137
Expenses. Certain deemed distributions of participant loans2011-06-30$0
Value of total corrective distributions2011-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$9,857,975
Value of total assets at end of year2011-06-30$108,794,926
Value of total assets at beginning of year2011-06-30$100,963,406
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$0
Total income from rents2011-06-30$0
Total interest from all sources2011-06-30$5,608,800
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$0
Administrative expenses professional fees incurred2011-06-30$0
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$0
Other income not declared elsewhere2011-06-30$0
Administrative expenses (other) incurred2011-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Income. Non cash contributions2011-06-30$0
Value of net income/loss2011-06-30$7,837,638
Value of net assets at end of year (total assets less liabilities)2011-06-30$108,794,926
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$100,963,406
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$0
Interest on participant loans2011-06-30$0
Income. Interest from loans (other than to participants)2011-06-30$0
Interest earned on other investments2011-06-30$5,608,800
Income. Interest from US Government securities2011-06-30$0
Income. Interest from corporate debt instruments2011-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$108,794,926
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$100,963,406
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$1,724,523
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$0
Net investment gain/loss from pooled separate accounts2011-06-30$0
Net investment gain or loss from common/collective trusts2011-06-30$0
Net gain/loss from 103.12 investment entities2011-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$9,857,975
Employer contributions (assets) at end of year2011-06-30$0
Employer contributions (assets) at beginning of year2011-06-30$0
Income. Dividends from preferred stock2011-06-30$0
Income. Dividends from common stock2011-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$5,904,614
Contract administrator fees2011-06-30$0
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Aggregate proceeds on sale of assets2011-06-30$0
Aggregate carrying amount (costs) on sale of assets2011-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30A.T. ALLEN AND COMPANY
Accountancy firm EIN2011-06-30560119050
2010 : NC FARM BUREAU CO RETIREMENT PLAN AND TRUST 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for NC FARM BUREAU CO RETIREMENT PLAN AND TRUST

2021: NC FARM BUREAU CO RETIREMENT PLAN AND TRUST 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan benefit arrangement – InsuranceYes
2020: NC FARM BUREAU CO RETIREMENT PLAN AND TRUST 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan benefit arrangement – InsuranceYes
2019: NC FARM BUREAU CO RETIREMENT PLAN AND TRUST 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan benefit arrangement – InsuranceYes
2018: NC FARM BUREAU CO RETIREMENT PLAN AND TRUST 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan benefit arrangement – InsuranceYes
2017: NC FARM BUREAU CO RETIREMENT PLAN AND TRUST 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: NC FARM BUREAU CO RETIREMENT PLAN AND TRUST 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: NC FARM BUREAU CO RETIREMENT PLAN AND TRUST 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: NC FARM BUREAU CO RETIREMENT PLAN AND TRUST 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: NC FARM BUREAU CO RETIREMENT PLAN AND TRUST 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: NC FARM BUREAU CO RETIREMENT PLAN AND TRUST 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: NC FARM BUREAU CO RETIREMENT PLAN AND TRUST 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – InsuranceYes
2010: NC FARM BUREAU CO RETIREMENT PLAN AND TRUST 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan benefit arrangement – InsuranceYes
2009: NC FARM BUREAU CO RETIREMENT PLAN AND TRUST 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

SOUTHERN FARM BUREAU LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68896 )
Policy contract numberDA-108
Policy instance 1
Insurance contract or identification numberDA-108
Number of Individuals Covered1429
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
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 Administration1
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?No
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
SOUTHERN FARM BUREAU LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68896 )
Policy contract numberDA-108
Policy instance 1
Insurance contract or identification numberDA-108
Number of Individuals Covered1464
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
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 Administration1
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?No
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
SOUTHERN FARM BUREAU LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68896 )
Policy contract numberDA-108
Policy instance 1
Insurance contract or identification numberDA-108
Number of Individuals Covered1451
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
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 Administration1
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?No
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
SOUTHERN FARM BUREAU LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68896 )
Policy contract numberDA-108
Policy instance 1
Insurance contract or identification numberDA-108
Number of Individuals Covered1422
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
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 Administration1
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?No
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
SOUTHERN FARM BUREAU LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68896 )
Policy contract numberDA-108
Policy instance 1
Insurance contract or identification numberDA-108
Number of Individuals Covered1400
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
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 Administration1
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?No
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
SOUTHERN FARM BUREAU LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68896 )
Policy contract numberDA-108
Policy instance 1
Insurance contract or identification numberDA-108
Number of Individuals Covered1356
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
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 Administration1
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?No
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
SOUTHERN FARM BUREAU LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68896 )
Policy contract numberDA-108
Policy instance 1
Insurance contract or identification numberDA-108
Number of Individuals Covered1354
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
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 Administration1
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?No
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
SOUTHERN FARM BUREAU LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68896 )
Policy contract numberDA-108
Policy instance 1
Insurance contract or identification numberDA-108
Number of Individuals Covered1341
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
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 Administration1
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?No
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
SOUTHERN FARM BUREAU LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68896 )
Policy contract numberDA-108
Policy instance 1
Insurance contract or identification numberDA-108
Number of Individuals Covered1307
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
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 Administration1
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?No
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
SOUTHERN FARM BUREAU LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68896 )
Policy contract numberDA-108
Policy instance 1
Insurance contract or identification numberDA-108
Number of Individuals Covered1302
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SOUTHERN FARM BUREAU LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68896 )
Policy contract numberDA-108
Policy instance 1
Insurance contract or identification numberDA-108
Number of Individuals Covered1279
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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