401k Plan data: TEXAS FARM BUREAU COMPANIES 401(K) PLAN plan

TEXAS FARM BUREAU COMPANIES 401(K) PLAN 401k Plan overview

Plan Name	TEXAS FARM BUREAU COMPANIES 401(K) PLAN
Plan identification number	005

TEXAS FARM BUREAU COMPANIES 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

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 TEXAS FARM BUREAU COMPANIES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
005 2022-01-01
005 2021-01-01
005 2020-01-01
005 2019-01-01
005 2018-01-01
005 2017-01-01 CYNTHIA GERIK
005 2016-01-01 CYNTHIA GERIK
005 2015-01-01 CYNTHIA GERIK
005 2014-01-01 CYNTHIA GERIK

Plan Statistics for TEXAS FARM BUREAU COMPANIES 401(K) PLAN

401k plan membership statisitcs for TEXAS FARM BUREAU COMPANIES 401(K) PLAN

Measure Date Value
2022: TEXAS FARM BUREAU COMPANIES 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,043
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 820
Number of retired or separated participants receiving benefits 2022-01-01 42
Number of other retired or separated participants entitled to future benefits 2022-01-01 163
Total of all active and inactive participants 2022-01-01 1,025
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 1,026
Number of participants with account balances 2022-01-01 1,024
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: TEXAS FARM BUREAU COMPANIES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 993
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 811
Number of retired or separated participants receiving benefits 2021-01-01 36
Number of other retired or separated participants entitled to future benefits 2021-01-01 147
Total of all active and inactive participants 2021-01-01 994
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 995
Number of participants with account balances 2021-01-01 991
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: TEXAS FARM BUREAU COMPANIES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 980
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 810
Number of retired or separated participants receiving benefits 2020-01-01 18
Number of other retired or separated participants entitled to future benefits 2020-01-01 133
Total of all active and inactive participants 2020-01-01 961
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 961
Number of participants with account balances 2020-01-01 959
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: TEXAS FARM BUREAU COMPANIES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 937
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 820
Number of retired or separated participants receiving benefits 2019-01-01 27
Number of other retired or separated participants entitled to future benefits 2019-01-01 105
Total of all active and inactive participants 2019-01-01 952
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 952
Number of participants with account balances 2019-01-01 941
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: TEXAS FARM BUREAU COMPANIES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 935
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 827
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 76
Total of all active and inactive participants 2018-01-01 903
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 903
Number of participants with account balances 2018-01-01 880
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: TEXAS FARM BUREAU COMPANIES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 910
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 818
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 85
Total of all active and inactive participants 2017-01-01 903
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 903
Number of participants with account balances 2017-01-01 881
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: TEXAS FARM BUREAU COMPANIES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 862
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 801
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 68
Total of all active and inactive participants 2016-01-01 869
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 869
Number of participants with account balances 2016-01-01 837
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: TEXAS FARM BUREAU COMPANIES 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 915
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 779
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 49
Total of all active and inactive participants 2015-01-01 828
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 828
Number of participants with account balances 2015-01-01 802
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: TEXAS FARM BUREAU COMPANIES 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 773
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 750
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 127
Total of all active and inactive participants 2014-01-01 877
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 877
Number of participants with account balances 2014-01-01 846
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2022: TEXAS FARM BUREAU COMPANIES 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,043
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	820
Number of retired or separated participants receiving benefits	2022-01-01	42
Number of other retired or separated participants entitled to future benefits	2022-01-01	163
Total of all active and inactive participants	2022-01-01	1,025
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	1,026
Number of participants with account balances	2022-01-01	1,024
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: TEXAS FARM BUREAU COMPANIES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	993
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	811
Number of retired or separated participants receiving benefits	2021-01-01	36
Number of other retired or separated participants entitled to future benefits	2021-01-01	147
Total of all active and inactive participants	2021-01-01	994
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	995
Number of participants with account balances	2021-01-01	991
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: TEXAS FARM BUREAU COMPANIES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	980
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	810
Number of retired or separated participants receiving benefits	2020-01-01	18
Number of other retired or separated participants entitled to future benefits	2020-01-01	133
Total of all active and inactive participants	2020-01-01	961
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	961
Number of participants with account balances	2020-01-01	959
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: TEXAS FARM BUREAU COMPANIES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	937
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	820
Number of retired or separated participants receiving benefits	2019-01-01	27
Number of other retired or separated participants entitled to future benefits	2019-01-01	105
Total of all active and inactive participants	2019-01-01	952
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	952
Number of participants with account balances	2019-01-01	941
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: TEXAS FARM BUREAU COMPANIES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	935
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	827
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	76
Total of all active and inactive participants	2018-01-01	903
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	903
Number of participants with account balances	2018-01-01	880
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: TEXAS FARM BUREAU COMPANIES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	910
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	818
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	85
Total of all active and inactive participants	2017-01-01	903
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	903
Number of participants with account balances	2017-01-01	881
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: TEXAS FARM BUREAU COMPANIES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	862
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	801
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	68
Total of all active and inactive participants	2016-01-01	869
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	869
Number of participants with account balances	2016-01-01	837
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: TEXAS FARM BUREAU COMPANIES 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	915
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	779
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	49
Total of all active and inactive participants	2015-01-01	828
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	828
Number of participants with account balances	2015-01-01	802
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: TEXAS FARM BUREAU COMPANIES 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	773
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	750
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	127
Total of all active and inactive participants	2014-01-01	877
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	877
Number of participants with account balances	2014-01-01	846
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

Financial Data on TEXAS FARM BUREAU COMPANIES 401(K) PLAN

Measure	Date	Value
2022 : TEXAS FARM BUREAU COMPANIES 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-14,749,599
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$7,261,715
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$7,142,221
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$8,350,647
Value of total assets at end of year	2022-12-31	$142,507,878
Value of total assets at beginning of year	2022-12-31	$164,519,192
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$119,494
Total interest from all sources	2022-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$4,447,698
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$4,447,698
Administrative expenses professional fees incurred	2022-12-31	$36,468
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$5,344,258
Participant contributions at end of year	2022-12-31	$204,861
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$134,150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-22,011,314
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$142,507,878
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$164,519,192
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$114,934,379
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$139,430,603
Value of interest in common/collective trusts at end of year	2022-12-31	$27,267,539
Value of interest in common/collective trusts at beginning of year	2022-12-31	$25,088,589
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-28,006,991
Net investment gain or loss from common/collective trusts	2022-12-31	$459,047
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$2,872,239
Employer contributions (assets) at end of year	2022-12-31	$101,099
Employer contributions (assets) at beginning of year	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$7,142,221
Contract administrator fees	2022-12-31	$83,026
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	JAYNES, REITMEIER, BOYD & THERRELL
Accountancy firm EIN	2022-12-31	742533381
2021 : TEXAS FARM BUREAU COMPANIES 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$28,404,822
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$14,653,845
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$14,537,496
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$8,040,580
Value of total assets at end of year	2021-12-31	$164,519,192
Value of total assets at beginning of year	2021-12-31	$150,768,215
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$116,349
Total interest from all sources	2021-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$5,514,287
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$5,514,287
Administrative expenses professional fees incurred	2021-12-31	$37,805
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$5,189,104
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$77,278
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$13,750,977
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$164,519,192
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$150,768,215
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$143
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$139,430,603
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$124,420,810
Value of interest in common/collective trusts at end of year	2021-12-31	$25,088,589
Value of interest in common/collective trusts at beginning of year	2021-12-31	$26,347,405
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$14,451,092
Net investment gain or loss from common/collective trusts	2021-12-31	$398,863
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$2,774,198
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$14,537,496
Contract administrator fees	2021-12-31	$78,401
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	JAYNES, REITMEIER, BOYD & THERRELL
Accountancy firm EIN	2021-12-31	742533381
2020 : TEXAS FARM BUREAU COMPANIES 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$25,079,724
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$7,611,900
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$7,503,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$8,018,772
Value of total assets at end of year	2020-12-31	$150,768,215
Value of total assets at beginning of year	2020-12-31	$133,300,391
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$108,070
Total interest from all sources	2020-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$3,632,689
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$3,632,689
Administrative expenses professional fees incurred	2020-12-31	$32,858
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$5,056,900
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$278,826
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$17,467,824
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$150,768,215
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$133,300,391
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$124,420,810
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$108,614,734
Value of interest in common/collective trusts at end of year	2020-12-31	$26,347,405
Value of interest in common/collective trusts at beginning of year	2020-12-31	$24,685,657
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$12,917,119
Net investment gain or loss from common/collective trusts	2020-12-31	$511,144
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$2,683,046
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$7,503,830
Contract administrator fees	2020-12-31	$75,212
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	JAYNES, REITMEIER, BOYD & THERRELL
Accountancy firm EIN	2020-12-31	742533381
2019 : TEXAS FARM BUREAU COMPANIES 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$591,847
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$29,374,601
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$9,450,733
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$9,344,097
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$7,756,411
Value of total assets at end of year	2019-12-31	$133,300,391
Value of total assets at beginning of year	2019-12-31	$112,784,676
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$106,636
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$3,482,885
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$3,482,885
Administrative expenses professional fees incurred	2019-12-31	$23,958
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$4,674,145
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$546,327
Other income not declared elsewhere	2019-12-31	$23,402
Total non interest bearing cash at end of year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$19,923,868
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$133,300,391
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$112,784,676
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$1,440
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$108,614,734
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$86,726,476
Value of interest in common/collective trusts at end of year	2019-12-31	$24,685,657
Value of interest in common/collective trusts at beginning of year	2019-12-31	$26,058,200
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$17,548,918
Net investment gain or loss from common/collective trusts	2019-12-31	$562,985
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$2,535,939
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$9,344,097
Contract administrator fees	2019-12-31	$81,238
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	JAYNES, REITMEIER, BOYD & THERRELL
Accountancy firm EIN	2019-12-31	742533381
2018 : TEXAS FARM BUREAU COMPANIES 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$282,165
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$1,696,287
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$4,940,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$4,826,440
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$7,119,670
Value of total assets at end of year	2018-12-31	$112,784,676
Value of total assets at beginning of year	2018-12-31	$115,746,734
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$114,070
Total interest from all sources	2018-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$4,408,095
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$4,408,095
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$4,454,228
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$240,003
Other income not declared elsewhere	2018-12-31	$20,236
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-3,244,223
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$112,784,676
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$115,746,734
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$86,726,476
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$94,062,593
Value of interest in common/collective trusts at end of year	2018-12-31	$26,058,200
Value of interest in common/collective trusts at beginning of year	2018-12-31	$21,684,141
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-10,305,014
Net investment gain or loss from common/collective trusts	2018-12-31	$453,300
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$2,425,439
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$4,826,440
Contract administrator fees	2018-12-31	$114,070
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	JAYNES, REITMEIER, BOYD & THERRELL
Accountancy firm EIN	2018-12-31	742533381
2017 : TEXAS FARM BUREAU COMPANIES 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$426,047
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$22,164,285
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$9,821,839
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$9,723,482
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$6,861,624
Value of total assets at end of year	2017-12-31	$115,746,734
Value of total assets at beginning of year	2017-12-31	$102,978,241
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$98,357
Total interest from all sources	2017-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$2,878,443
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$2,878,443
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$4,132,817
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$424,806
Total non interest bearing cash at end of year	2017-12-31	$0
Total non interest bearing cash at beginning of year	2017-12-31	$18,023
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$12,342,446
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$115,746,734
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$102,978,241
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$94,062,593
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$78,167,617
Value of interest in common/collective trusts at end of year	2017-12-31	$21,684,141
Value of interest in common/collective trusts at beginning of year	2017-12-31	$24,792,601
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$12,056,120
Net investment gain or loss from common/collective trusts	2017-12-31	$368,098
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$2,304,001
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$9,723,482
Contract administrator fees	2017-12-31	$98,357
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	JAYNES, REITMEIER, BOYD & THERRELL
Accountancy firm EIN	2017-12-31	742533381
2016 : TEXAS FARM BUREAU COMPANIES 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$557,950
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$32,079,830
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$16,661,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$16,600,472
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$26,033,822
Value of total assets at end of year	2016-12-31	$102,978,241
Value of total assets at beginning of year	2016-12-31	$87,001,918
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$60,985
Total interest from all sources	2016-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$2,188,883
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$2,188,883
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$3,865,478
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$20,020,568
Administrative expenses (other) incurred	2016-12-31	$253
Total non interest bearing cash at end of year	2016-12-31	$18,023
Total non interest bearing cash at beginning of year	2016-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$15,418,373
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$102,978,241
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$87,001,918
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$78,167,617
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$67,555,687
Value of interest in common/collective trusts at end of year	2016-12-31	$24,792,601
Value of interest in common/collective trusts at beginning of year	2016-12-31	$19,446,231
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$3,515,112
Net investment gain or loss from common/collective trusts	2016-12-31	$342,013
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$2,147,776
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$16,600,472
Contract administrator fees	2016-12-31	$60,732
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	JAYNES, REITMEIER, BOYD & THERRELL
Accountancy firm EIN	2016-12-31	742533381
2015 : TEXAS FARM BUREAU COMPANIES 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$256,825
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$6,772,279
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$5,127,736
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$5,050,738
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$7,247,461
Value of total assets at end of year	2015-12-31	$87,001,918
Value of total assets at beginning of year	2015-12-31	$85,100,550
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$76,998
Total interest from all sources	2015-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$3,222,517
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$3,222,517
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$3,680,036
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$1,561,494
Administrative expenses (other) incurred	2015-12-31	$3,029
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$1,644,543
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$87,001,918
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$85,100,550
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$67,555,687
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$67,730,206
Value of interest in common/collective trusts at end of year	2015-12-31	$19,446,231
Value of interest in common/collective trusts at beginning of year	2015-12-31	$17,370,344
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-3,937,892
Net investment gain or loss from common/collective trusts	2015-12-31	$240,193
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$2,005,931
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$5,050,738
Contract administrator fees	2015-12-31	$73,969
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	No
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	JAYNES, REITMEIER, BOYD & THERRELL
Accountancy firm EIN	2015-12-31	742533381
2014 : TEXAS FARM BUREAU COMPANIES 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$74,351,972
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$16,555,996
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$5,807,418
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$5,750,559
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$11,548,002
Value of total assets at end of year	2014-12-31	$85,100,550
Value of total assets at beginning of year	2014-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$56,859
Total interest from all sources	2014-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$2,809,611
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$2,809,611
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$3,340,463
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$6,381,675
Administrative expenses (other) incurred	2014-12-31	$2,020
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$10,748,578
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$85,100,550
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$67,730,206
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$0
Value of interest in common/collective trusts at end of year	2014-12-31	$17,370,344
Value of interest in common/collective trusts at beginning of year	2014-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$2,090,616
Net investment gain or loss from common/collective trusts	2014-12-31	$107,767
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$1,825,864
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$5,750,559
Contract administrator fees	2014-12-31	$54,839
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	Yes
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	JAYNES, REITMEIER, BOYD & THERRELL
Accountancy firm EIN	2014-12-31	742533381

Form 5500 Responses for TEXAS FARM BUREAU COMPANIES 401(K) PLAN

2022: TEXAS FARM BUREAU COMPANIES 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: TEXAS FARM BUREAU COMPANIES 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: TEXAS FARM BUREAU COMPANIES 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: TEXAS FARM BUREAU COMPANIES 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: TEXAS FARM BUREAU COMPANIES 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: TEXAS FARM BUREAU COMPANIES 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: TEXAS FARM BUREAU COMPANIES 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: TEXAS FARM BUREAU COMPANIES 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: TEXAS FARM BUREAU COMPANIES 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	First time form 5500 has been submitted	Yes
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

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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