401k Plan data: TX FARM BUREAU CO RETIREMENT PLAN AND TRUST plan

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

Plan Name	TX FARM BUREAU CO RETIREMENT PLAN AND TRUST
Plan identification number	001

TX FARM BUREAU CO RETIREMENT PLAN AND TRUST Benefits

401k Plan Type	Defined 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

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

Company Name: TEXAS FARM BUREAU

Employer identification number (EIN): 741145986

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about TEXAS FARM BUREAU

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 1934-05-04

Company Identification Number: 0006553701

Legal Registered Office Address: PO BOX 2689

WACO
United States of America (USA)
76702

More information about TEXAS FARM BUREAU

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-07-01 CYNDI GERIK
001 2015-07-01 PENNY ANDERSON
001 2014-07-01 PENNY ANDERSON
001 2013-07-01 PENNY ANDERSON
001 2012-07-01 PENNY ANDERSON
001 2011-07-01 CYNDI GERIK
001 2010-07-01 CYNDI GERIK
001 2009-07-01 CYNDI GERIK

Plan id#	Filing Submission Date	Name of Administrator
001	2016-07-01	CYNDI GERIK
001	2015-07-01	PENNY ANDERSON
001	2014-07-01	PENNY ANDERSON
001	2013-07-01	PENNY ANDERSON
001	2012-07-01	PENNY ANDERSON
001	2011-07-01	CYNDI GERIK
001	2010-07-01	CYNDI GERIK
001	2009-07-01	CYNDI GERIK

Plan Statistics for TX FARM BUREAU CO RETIREMENT PLAN AND TRUST

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

Measure Date Value
2016: TX FARM BUREAU CO RETIREMENT PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-07-01 123
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 0
Total of all active and inactive participants 2016-07-01 0
Total participants 2016-07-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: TX FARM BUREAU CO RETIREMENT PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-07-01 132
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 85
Number of other retired or separated participants entitled to future benefits 2015-07-01 38
Total of all active and inactive participants 2015-07-01 123
Total participants 2015-07-01 123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: TX FARM BUREAU CO RETIREMENT PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-07-01 148
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 93
Number of other retired or separated participants entitled to future benefits 2014-07-01 39
Total of all active and inactive participants 2014-07-01 132
Total participants 2014-07-01 132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: TX FARM BUREAU CO RETIREMENT PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-07-01 155
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 110
Number of other retired or separated participants entitled to future benefits 2013-07-01 38
Total of all active and inactive participants 2013-07-01 148
Total participants 2013-07-01 148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 1
2012: TX FARM BUREAU CO RETIREMENT PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-07-01 171
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 117
Number of other retired or separated participants entitled to future benefits 2012-07-01 38
Total of all active and inactive participants 2012-07-01 155
Total participants 2012-07-01 155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 2
2011: TX FARM BUREAU CO RETIREMENT PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-07-01 177
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 133
Number of other retired or separated participants entitled to future benefits 2011-07-01 35
Total of all active and inactive participants 2011-07-01 168
Total participants 2011-07-01 168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 4
2010: TX FARM BUREAU CO RETIREMENT PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-07-01 173
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 130
Number of other retired or separated participants entitled to future benefits 2010-07-01 38
Total of all active and inactive participants 2010-07-01 168
Total participants 2010-07-01 168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 3
2009: TX FARM BUREAU CO RETIREMENT PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-07-01 173
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 131
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 36
Total of all active and inactive participants 2009-07-01 167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 4

Measure	Date	Value
2016: TX FARM BUREAU CO RETIREMENT PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-07-01	123
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	0
Total of all active and inactive participants	2016-07-01	0
Total participants	2016-07-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: TX FARM BUREAU CO RETIREMENT PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-07-01	132
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	85
Number of other retired or separated participants entitled to future benefits	2015-07-01	38
Total of all active and inactive participants	2015-07-01	123
Total participants	2015-07-01	123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: TX FARM BUREAU CO RETIREMENT PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-07-01	148
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	93
Number of other retired or separated participants entitled to future benefits	2014-07-01	39
Total of all active and inactive participants	2014-07-01	132
Total participants	2014-07-01	132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: TX FARM BUREAU CO RETIREMENT PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-07-01	155
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	110
Number of other retired or separated participants entitled to future benefits	2013-07-01	38
Total of all active and inactive participants	2013-07-01	148
Total participants	2013-07-01	148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	1
2012: TX FARM BUREAU CO RETIREMENT PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-07-01	171
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	117
Number of other retired or separated participants entitled to future benefits	2012-07-01	38
Total of all active and inactive participants	2012-07-01	155
Total participants	2012-07-01	155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	2
2011: TX FARM BUREAU CO RETIREMENT PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-07-01	177
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	133
Number of other retired or separated participants entitled to future benefits	2011-07-01	35
Total of all active and inactive participants	2011-07-01	168
Total participants	2011-07-01	168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	4
2010: TX FARM BUREAU CO RETIREMENT PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-07-01	173
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	130
Number of other retired or separated participants entitled to future benefits	2010-07-01	38
Total of all active and inactive participants	2010-07-01	168
Total participants	2010-07-01	168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	3
2009: TX FARM BUREAU CO RETIREMENT PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-07-01	173
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	131
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	36
Total of all active and inactive participants	2009-07-01	167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	4

Financial Data on TX FARM BUREAU CO RETIREMENT PLAN AND TRUST

Measure	Date	Value
2016 : TX FARM BUREAU CO RETIREMENT PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-09-06	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-09-06	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-09-06	$0
Total income from all sources (including contributions)	2016-09-06	$1,053,379
Total loss/gain on sale of assets	2016-09-06	$0
Total of all expenses incurred	2016-09-06	$15,570,179
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-09-06	$15,570,179
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-09-06	$979,819
Value of total assets at end of year	2016-09-06	$0
Value of total assets at beginning of year	2016-09-06	$14,516,800
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-09-06	$0
Total interest from all sources	2016-09-06	$73,560
Total dividends received (eg from common stock, registered investment company shares)	2016-09-06	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-09-06	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2016-09-06	$0
Was this plan covered by a fidelity bond	2016-09-06	Yes
Value of fidelity bond cover	2016-09-06	$500,000
Were there any nonexempt tranactions with any party-in-interest	2016-09-06	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-09-06	No
Value of net income/loss	2016-09-06	$-14,516,800
Value of net assets at end of year (total assets less liabilities)	2016-09-06	$0
Value of net assets at beginning of year (total assets less liabilities)	2016-09-06	$14,516,800
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-09-06	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-09-06	No
Were any leases to which the plan was party in default or uncollectible	2016-09-06	No
Interest earned on other investments	2016-09-06	$73,560
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-09-06	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-09-06	$14,516,800
Expenses. Payments to insurance carriers foe the provision of benefits	2016-09-06	$2,253,204
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-09-06	No
Was there a failure to transmit to the plan any participant contributions	2016-09-06	No
Has the plan failed to provide any benefit when due under the plan	2016-09-06	No
Contributions received in cash from employer	2016-09-06	$979,819
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-09-06	$13,316,975
Did the plan have assets held for investment	2016-09-06	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-09-06	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-09-06	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-09-06	Yes
Opinion of an independent qualified public accountant for this plan	2016-09-06	Disclaimer
Accountancy firm name	2016-09-06	JAYNESREITMEIERBOYDAND THERRELL PC
Accountancy firm EIN	2016-09-06	742533381
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total transfer of assets to this plan	2016-06-30	$102,171
Total transfer of assets from this plan	2016-06-30	$13,872
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
Total income from all sources (including contributions)	2016-06-30	$684,137
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$2,428,330
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$2,428,330
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$0
Value of total assets at end of year	2016-06-30	$14,516,800
Value of total assets at beginning of year	2016-06-30	$16,172,694
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$0
Total interest from all sources	2016-06-30	$684,137
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 year	2016-06-30	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2016-06-30	$0
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$500,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$-1,744,193
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$14,516,800
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$16,172,694
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Interest earned on other investments	2016-06-30	$684,137
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$14,516,800
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$16,172,694
Expenses. Payments to insurance carriers foe the provision of benefits	2016-06-30	$589,030
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$1,839,300
Did the plan have assets held for investment	2016-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	JAYNESREITMEIERBOYDANDTHERRELL PC
Accountancy firm EIN	2016-06-30	742533381
2015 : TX FARM BUREAU CO RETIREMENT PLAN AND TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total transfer of assets to this plan	2015-06-30	$43,983
Total transfer of assets from this plan	2015-06-30	$109,786
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
Total income from all sources (including contributions)	2015-06-30	$868,588
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$9,450,705
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$9,450,705
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$0
Value of total assets at end of year	2015-06-30	$16,172,694
Value of total assets at beginning of year	2015-06-30	$24,820,614
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$0
Total interest from all sources	2015-06-30	$868,588
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 year	2015-06-30	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2015-06-30	$0
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$500,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$-8,582,117
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$16,172,694
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$24,820,614
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Interest earned on other investments	2015-06-30	$868,588
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$16,172,694
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$24,820,614
Expenses. Payments to insurance carriers foe the provision of benefits	2015-06-30	$555,982
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$8,894,723
Did the plan have assets held for investment	2015-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	JAYNESREITMEIERBOYDANDTHERRELL PC
Accountancy firm EIN	2015-06-30	742533381
2014 : TX FARM BUREAU CO RETIREMENT PLAN AND TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total transfer of assets to this plan	2014-06-30	$107,216
Total transfer of assets from this plan	2014-06-30	$227,400
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
Total income from all sources (including contributions)	2014-06-30	$2,698,636
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$1,348,541
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$1,348,541
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$1,579,718
Value of total assets at end of year	2014-06-30	$24,820,614
Value of total assets at beginning of year	2014-06-30	$23,590,703
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$0
Total interest from all sources	2014-06-30	$1,118,918
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 year	2014-06-30	No
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$500,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$1,350,095
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$24,820,614
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$23,590,703
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Interest earned on other investments	2014-06-30	$1,118,918
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$24,820,614
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$23,590,703
Expenses. Payments to insurance carriers foe the provision of benefits	2014-06-30	$609,987
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$1,579,718
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$738,554
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	JAYNESREITMEIERBOYDANDTHERRELL PC
Accountancy firm EIN	2014-06-30	742533381
2013 : TX FARM BUREAU CO RETIREMENT PLAN AND TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-06-30	$0
Total transfer of assets to this plan	2013-06-30	$2,188
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
Total income from all sources (including contributions)	2013-06-30	$2,173,784
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$5,785,270
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$5,785,270
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$1,000,000
Value of total assets at end of year	2013-06-30	$23,590,703
Value of total assets at beginning of year	2013-06-30	$27,200,001
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$0
Total interest from all sources	2013-06-30	$1,173,784
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 year	2013-06-30	No
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$500,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$-3,611,486
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$23,590,703
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$27,200,001
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Interest earned on other investments	2013-06-30	$1,173,784
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$23,590,703
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$27,200,001
Expenses. Payments to insurance carriers foe the provision of benefits	2013-06-30	$990,309
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$1,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$4,794,961
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	JAYNESREITMEIERBOYDANDTHERRELLPC
Accountancy firm EIN	2013-06-30	742533381
2012 : TX FARM BUREAU CO RETIREMENT PLAN AND TRUST 2012 401k financial data
Total transfer of assets to this plan	2012-06-30	$1,807
Total income from all sources (including contributions)	2012-06-30	$5,512,268
Total of all expenses incurred	2012-06-30	$784,615
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$784,615
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$4,214,000
Value of total assets at end of year	2012-06-30	$27,200,001
Value of total assets at beginning of year	2012-06-30	$22,470,541
Total interest from all sources	2012-06-30	$1,298,268
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$500,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-06-30	$165,641
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$4,727,653
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$27,200,001
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$22,470,541
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Interest earned on other investments	2012-06-30	$1,298,268
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$27,200,001
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$22,304,900
Expenses. Payments to insurance carriers foe the provision of benefits	2012-06-30	$700,033
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$4,214,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$84,582
Did the plan have assets held for investment	2012-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	JAYNESREITMEIERBOYDANDTHERRELLPC
Accountancy firm EIN	2012-06-30	742533381
2011 : TX FARM BUREAU CO RETIREMENT PLAN AND TRUST 2011 401k financial data
Total transfer of assets to this plan	2011-06-30	$252
Total income from all sources (including contributions)	2011-06-30	$3,011,730
Total of all expenses incurred	2011-06-30	$840,005
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$840,005
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$1,857,641
Value of total assets at end of year	2011-06-30	$22,470,541
Value of total assets at beginning of year	2011-06-30	$20,298,564
Total interest from all sources	2011-06-30	$1,154,089
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$500,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Income. Received or receivable in cash from other sources (including rollovers)	2011-06-30	$165,641
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-06-30	$165,641
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$2,171,725
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$22,470,541
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$20,298,564
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Interest earned on other investments	2011-06-30	$1,154,089
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$22,304,900
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$20,298,564
Expenses. Payments to insurance carriers foe the provision of benefits	2011-06-30	$56,719
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$1,692,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$783,286
Did the plan have assets held for investment	2011-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	JAYNESREITMEIERBOYDANDTHERRELLPC
Accountancy firm EIN	2011-06-30	742533381
2010 : TX 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 securities	2010-06-30	$0

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

2016: TX FARM BUREAU CO RETIREMENT PLAN AND TRUST 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	Yes
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2015: TX FARM BUREAU CO RETIREMENT PLAN AND TRUST 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2014: TX FARM BUREAU CO RETIREMENT PLAN AND TRUST 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2013: TX FARM BUREAU CO RETIREMENT PLAN AND TRUST 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2012: TX FARM BUREAU CO RETIREMENT PLAN AND TRUST 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2011: TX FARM BUREAU CO RETIREMENT PLAN AND TRUST 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2010: TX FARM BUREAU CO RETIREMENT PLAN AND TRUST 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Submission has been amended	No
2010-07-01	This submission is the final filing	No
2010-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-07-01	Plan is a collectively bargained plan	No
2010-07-01	Plan funding arrangement – Insurance	Yes
2010-07-01	Plan benefit arrangement – Insurance	Yes
2009: TX FARM BUREAU CO RETIREMENT PLAN AND TRUST 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

SOUTHERN FARM BUREAU LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68896 )

Policy contract number

DA112

Policy instance

Insurance contract or identification number	DA112
Number of Individuals Covered	123
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

DA112

Policy instance

Insurance contract or identification number	DA112
Number of Individuals Covered	132
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

DA112

Policy instance

Insurance contract or identification number	DA112
Number of Individuals Covered	148
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

DA112

Policy instance

Insurance contract or identification number	DA112
Number of Individuals Covered	155
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

DA112

Policy instance

Insurance contract or identification number	DA112
Number of Individuals Covered	168
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contracts With Unallocated Funds Deposit Administration	1
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 number

DA112

Policy instance

Insurance contract or identification number	DA112
Number of Individuals Covered	168
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Potentially related plans

TX FARM BUREAU CO RETIREMENT PLAN AND TRUST [EIN = 260394642]

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Company Name:	TEXAS FARM BUREAU
Employer identification number (EIN):	741145986
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	1934-05-04
Company Identification Number:	0006553701
Legal Registered Office Address:	PO BOX 2689 WACO United States of America (USA) 76702