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FARMERS GROUP, INC. EMPLOYEES' PENSION PLAN 401k Plan overview

Plan NameFARMERS GROUP, INC. EMPLOYEES' PENSION PLAN
Plan identification number 001

FARMERS GROUP, INC. EMPLOYEES' PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

FARMERS GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:FARMERS GROUP, INC.
Employer identification number (EIN):950725935
NAIC Classification:524290

Additional information about FARMERS GROUP, INC.

Jurisdiction of Incorporation: Nevada Department of State
Incorporation Date: 1927-10-17
Company Identification Number: 19271000069
Legal Registered Office Address: 2215-B RENAISSANCE DR

LAS VEGAS
United States of America (USA)
89119

More information about FARMERS GROUP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FARMERS GROUP, INC. EMPLOYEES' PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-12-01MICHAEL J. LANGFORD
0012022-12-01
0012022-12-01MICHAEL J. LANGFORD
0012021-12-01
0012021-12-01MICHAEL J. LANGFORD
0012020-12-01
0012019-12-01
0012018-12-01
0012017-12-01
0012016-12-01ANTHONY J. MORRIS
0012015-12-01ANTHONY J. MORRIS
0012014-12-01ANTHONY J. MORRIS
0012013-12-01ANTHONY J. MORRIS
0012012-12-01ANTHONY MORRIS
0012011-12-01ANTHONY MORRIS
0012009-12-01ANTHONY MORRIS
0012009-12-01 ANTHONY MORRIS2011-09-14
0012008-12-01

Financial Data on FARMERS GROUP, INC. EMPLOYEES' PENSION PLAN

Measure Date Value
2023 : FARMERS GROUP, INC. EMPLOYEES' PENSION PLAN 2023 401k financial data
Unrealized appreciation/depreciation of real estate assets2023-11-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2023-11-30$-112,864,330
Total unrealized appreciation/depreciation of assets2023-11-30$-112,864,330
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-11-30$15,019,848
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-11-30$26,527,994
Total income from all sources (including contributions)2023-11-30$-38,046,225
Total loss/gain on sale of assets2023-11-30$-42,428,935
Total of all expenses incurred2023-11-30$256,046,427
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-11-30$248,275,518
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-11-30$101,662
Value of total assets at end of year2023-11-30$2,572,392,622
Value of total assets at beginning of year2023-11-30$2,877,993,420
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-11-30$7,770,909
Total interest from all sources2023-11-30$106,121,877
Total dividends received (eg from common stock, registered investment company shares)2023-11-30$658,904
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-11-30No
Assets. Real estate other than employer real property at end of year2023-11-30$0
Assets. Real estate other than employer real property at beginning of year2023-11-30$0
Administrative expenses professional fees incurred2023-11-30$52,287
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-11-30$2,380,398
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-11-30$2,255,052
Was this plan covered by a fidelity bond2023-11-30Yes
Value of fidelity bond cover2023-11-30$20,000,000
Were there any nonexempt tranactions with any party-in-interest2023-11-30No
Participant contributions at end of year2023-11-30$0
Participant contributions at beginning of year2023-11-30$0
Participant contributions at end of year2023-11-30$0
Participant contributions at beginning of year2023-11-30$0
Assets. Other investments not covered elsewhere at end of year2023-11-30$206,999,491
Assets. Other investments not covered elsewhere at beginning of year2023-11-30$222,662,432
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-11-30$30,352,611
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-11-30$35,352,880
Assets. Loans (other than to participants) at end of year2023-11-30$0
Assets. Loans (other than to participants) at beginning of year2023-11-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-11-30$15,019,848
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-11-30$26,527,994
Other income not declared elsewhere2023-11-30$491,643
Administrative expenses (other) incurred2023-11-30$5,689,519
Liabilities. Value of operating payables at end of year2023-11-30$0
Liabilities. Value of operating payables at beginning of year2023-11-30$0
Total non interest bearing cash at end of year2023-11-30$18,265,341
Total non interest bearing cash at beginning of year2023-11-30$1,637,984
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-11-30No
Value of net income/loss2023-11-30$-294,092,652
Value of net assets at end of year (total assets less liabilities)2023-11-30$2,557,372,774
Value of net assets at beginning of year (total assets less liabilities)2023-11-30$2,851,465,426
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-11-30No
Were any leases to which the plan was party in default or uncollectible2023-11-30No
Assets. partnership/joint venture interests at end of year2023-11-30$272,772,063
Assets. partnership/joint venture interests at beginning of year2023-11-30$289,023,573
Investment advisory and management fees2023-11-30$2,029,103
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-11-30$71,936,995
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-11-30$249,913,934
Value of interest in pooled separate accounts at end of year2023-11-30$0
Value of interest in pooled separate accounts at beginning of year2023-11-30$0
Interest earned on other investments2023-11-30$14,996,685
Income. Interest from US Government securities2023-11-30$24,683,786
Income. Interest from corporate debt instruments2023-11-30$66,441,406
Value of interest in master investment trust accounts at end of year2023-11-30$0
Value of interest in master investment trust accounts at beginning of year2023-11-30$0
Value of interest in common/collective trusts at end of year2023-11-30$43,358,288
Value of interest in common/collective trusts at beginning of year2023-11-30$68,712,398
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-11-30$9,373,529
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-11-30$11,085,647
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-11-30$11,085,647
Assets. Value of investments in 103.12 investment entities at end of year2023-11-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2023-11-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-11-30$150,541
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-11-30$167,932
Asset value of US Government securities at end of year2023-11-30$575,962,535
Asset value of US Government securities at beginning of year2023-11-30$624,717,180
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-11-30$5,230,639
Net investment gain or loss from common/collective trusts2023-11-30$4,642,315
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-11-30Yes
Was there a failure to transmit to the plan any participant contributions2023-11-30No
Has the plan failed to provide any benefit when due under the plan2023-11-30No
Assets. Invements in employer securities at end of year2023-11-30$0
Assets. Invements in employer securities at beginning of year2023-11-30$0
Assets. Value of employer real property at end of year2023-11-30$0
Assets. Value of employer real property at beginning of year2023-11-30$0
Contributions received in cash from employer2023-11-30$101,662
Employer contributions (assets) at end of year2023-11-30$0
Employer contributions (assets) at beginning of year2023-11-30$0
Income. Dividends from preferred stock2023-11-30$-354
Income. Dividends from common stock2023-11-30$659,258
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-11-30$248,275,518
Asset. Corporate debt instrument preferred debt at end of year2023-11-30$880,765,019
Asset. Corporate debt instrument preferred debt at beginning of year2023-11-30$855,522,781
Asset. Corporate debt instrument debt (other) at end of year2023-11-30$437,310,937
Asset. Corporate debt instrument debt (other) at beginning of year2023-11-30$494,164,751
Contract administrator fees2023-11-30$0
Assets. Corporate common stocks other than exployer securities at end of year2023-11-30$22,764,874
Assets. Corporate common stocks other than exployer securities at beginning of year2023-11-30$22,776,876
Liabilities. Value of benefit claims payable at end of year2023-11-30$0
Liabilities. Value of benefit claims payable at beginning of year2023-11-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2023-11-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-11-30$0
Did the plan have assets held for investment2023-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-11-30No
Aggregate proceeds on sale of assets2023-11-30$1,317,184,144
Aggregate carrying amount (costs) on sale of assets2023-11-30$1,359,613,079
Liabilities. Value of acquisition indebtedness at end of year2023-11-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2023-11-30$0
Opinion of an independent qualified public accountant for this plan2023-11-30Unqualified
Accountancy firm name2023-11-30ERNST & YOUNG
Accountancy firm EIN2023-11-30346565596
2022 : FARMERS GROUP, INC. EMPLOYEES' PENSION PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-01$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-01$-112,864,330
Total unrealized appreciation/depreciation of assets2022-12-01$-112,864,330
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-01$15,019,848
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-01$26,527,994
Total income from all sources (including contributions)2022-12-01$-38,046,225
Total loss/gain on sale of assets2022-12-01$-42,428,935
Total of all expenses incurred2022-12-01$256,046,427
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-01$248,275,518
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-01$101,662
Value of total assets at end of year2022-12-01$2,572,392,622
Value of total assets at beginning of year2022-12-01$2,877,993,420
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-01$7,770,909
Total interest from all sources2022-12-01$106,121,877
Total dividends received (eg from common stock, registered investment company shares)2022-12-01$658,904
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-01No
Assets. Real estate other than employer real property at end of year2022-12-01$0
Assets. Real estate other than employer real property at beginning of year2022-12-01$0
Administrative expenses professional fees incurred2022-12-01$52,287
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-01$2,380,398
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-01$2,255,052
Was this plan covered by a fidelity bond2022-12-01Yes
Value of fidelity bond cover2022-12-01$20,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-01No
Participant contributions at end of year2022-12-01$0
Participant contributions at beginning of year2022-12-01$0
Participant contributions at end of year2022-12-01$0
Participant contributions at beginning of year2022-12-01$0
Assets. Other investments not covered elsewhere at end of year2022-12-01$206,999,491
Assets. Other investments not covered elsewhere at beginning of year2022-12-01$222,662,432
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-01$30,352,611
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-01$35,352,880
Assets. Loans (other than to participants) at end of year2022-12-01$0
Assets. Loans (other than to participants) at beginning of year2022-12-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-01$15,019,848
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-01$26,527,994
Other income not declared elsewhere2022-12-01$491,643
Administrative expenses (other) incurred2022-12-01$5,689,519
Liabilities. Value of operating payables at end of year2022-12-01$0
Liabilities. Value of operating payables at beginning of year2022-12-01$0
Total non interest bearing cash at end of year2022-12-01$18,265,341
Total non interest bearing cash at beginning of year2022-12-01$1,637,984
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-01No
Value of net income/loss2022-12-01$-294,092,652
Value of net assets at end of year (total assets less liabilities)2022-12-01$2,557,372,774
Value of net assets at beginning of year (total assets less liabilities)2022-12-01$2,851,465,426
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-01No
Were any leases to which the plan was party in default or uncollectible2022-12-01No
Assets. partnership/joint venture interests at end of year2022-12-01$272,772,063
Assets. partnership/joint venture interests at beginning of year2022-12-01$289,023,573
Investment advisory and management fees2022-12-01$2,029,103
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-01$71,936,995
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-01$249,913,934
Value of interest in pooled separate accounts at end of year2022-12-01$0
Value of interest in pooled separate accounts at beginning of year2022-12-01$0
Interest earned on other investments2022-12-01$14,996,685
Income. Interest from US Government securities2022-12-01$24,683,786
Income. Interest from corporate debt instruments2022-12-01$66,441,406
Value of interest in master investment trust accounts at end of year2022-12-01$0
Value of interest in master investment trust accounts at beginning of year2022-12-01$0
Value of interest in common/collective trusts at end of year2022-12-01$43,358,288
Value of interest in common/collective trusts at beginning of year2022-12-01$68,712,398
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-01$9,373,529
Assets. Value of investments in 103.12 investment entities at end of year2022-12-01$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-01$150,541
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-01$167,932
Asset value of US Government securities at end of year2022-12-01$575,962,535
Asset value of US Government securities at beginning of year2022-12-01$624,717,180
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-01$5,230,639
Net investment gain or loss from common/collective trusts2022-12-01$4,642,315
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-01Yes
Was there a failure to transmit to the plan any participant contributions2022-12-01No
Has the plan failed to provide any benefit when due under the plan2022-12-01No
Assets. Invements in employer securities at end of year2022-12-01$0
Assets. Invements in employer securities at beginning of year2022-12-01$0
Assets. Value of employer real property at end of year2022-12-01$0
Assets. Value of employer real property at beginning of year2022-12-01$0
Contributions received in cash from employer2022-12-01$101,662
Employer contributions (assets) at end of year2022-12-01$0
Employer contributions (assets) at beginning of year2022-12-01$0
Income. Dividends from preferred stock2022-12-01$-354
Income. Dividends from common stock2022-12-01$659,258
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-01$248,275,518
Asset. Corporate debt instrument preferred debt at end of year2022-12-01$880,765,019
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-01$855,522,781
Asset. Corporate debt instrument debt (other) at end of year2022-12-01$437,310,937
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-01$494,164,751
Contract administrator fees2022-12-01$0
Assets. Corporate common stocks other than exployer securities at end of year2022-12-01$22,764,874
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-01$22,776,876
Liabilities. Value of benefit claims payable at end of year2022-12-01$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-01$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-01$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-01$0
Did the plan have assets held for investment2022-12-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-01No
Aggregate proceeds on sale of assets2022-12-01$1,317,184,144
Aggregate carrying amount (costs) on sale of assets2022-12-01$1,359,613,079
Liabilities. Value of acquisition indebtedness at end of year2022-12-01$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-01$0
Opinion of an independent qualified public accountant for this plan2022-12-011
Accountancy firm name2022-12-01ERNST & YOUNG
Accountancy firm EIN2022-12-01346565596
Unrealized appreciation/depreciation of other (non real estate) assets2022-11-30$-609,248,806
Total unrealized appreciation/depreciation of assets2022-11-30$-609,248,806
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-11-30$26,527,994
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-11-30$76,321,109
Expenses. Interest paid2022-11-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-11-30$0
Total income from all sources (including contributions)2022-11-30$-873,176,386
Total loss/gain on sale of assets2022-11-30$-368,305,785
Total of all expenses incurred2022-11-30$224,733,687
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-11-30$216,901,815
Expenses. Certain deemed distributions of participant loans2022-11-30$0
Value of total corrective distributions2022-11-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-11-30$76,370
Value of total assets at end of year2022-11-30$2,877,993,420
Value of total assets at beginning of year2022-11-30$4,025,696,608
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-11-30$7,831,872
Total income from rents2022-11-30$0
Total interest from all sources2022-11-30$102,731,207
Total dividends received (eg from common stock, registered investment company shares)2022-11-30$1,725,450
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-11-30$0
Assets. Real estate other than employer real property at end of year2022-11-30$0
Assets. Real estate other than employer real property at beginning of year2022-11-30$0
Administrative expenses professional fees incurred2022-11-30$89,402
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-11-30$2,255,052
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-11-30$4,156,794
Was this plan covered by a fidelity bond2022-11-30Yes
Value of fidelity bond cover2022-11-30$20,000,000
Were there any nonexempt tranactions with any party-in-interest2022-11-30No
Contributions received from participants2022-11-30$0
Participant contributions at end of year2022-11-30$0
Participant contributions at beginning of year2022-11-30$0
Participant contributions at end of year2022-11-30$0
Participant contributions at beginning of year2022-11-30$0
Assets. Other investments not covered elsewhere at end of year2022-11-30$222,662,432
Assets. Other investments not covered elsewhere at beginning of year2022-11-30$200,874,388
Income. Received or receivable in cash from other sources (including rollovers)2022-11-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-11-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-11-30$35,352,880
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-11-30$68,275,396
Assets. Loans (other than to participants) at end of year2022-11-30$0
Assets. Loans (other than to participants) at beginning of year2022-11-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-11-30$26,527,994
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-11-30$76,321,109
Other income not declared elsewhere2022-11-30$449,707
Administrative expenses (other) incurred2022-11-30$5,121,951
Liabilities. Value of operating payables at end of year2022-11-30$0
Liabilities. Value of operating payables at beginning of year2022-11-30$0
Total non interest bearing cash at end of year2022-11-30$1,637,984
Total non interest bearing cash at beginning of year2022-11-30$6,344,257
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-11-30No
Income. Non cash contributions2022-11-30$0
Value of net income/loss2022-11-30$-1,097,910,073
Value of net assets at end of year (total assets less liabilities)2022-11-30$2,851,465,426
Value of net assets at beginning of year (total assets less liabilities)2022-11-30$3,949,375,499
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-11-30No
Were any leases to which the plan was party in default or uncollectible2022-11-30No
Assets. partnership/joint venture interests at end of year2022-11-30$289,023,573
Assets. partnership/joint venture interests at beginning of year2022-11-30$254,751,381
Investment advisory and management fees2022-11-30$2,620,519
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-11-30$249,913,934
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-11-30$79,898,565
Value of interest in pooled separate accounts at end of year2022-11-30$0
Value of interest in pooled separate accounts at beginning of year2022-11-30$0
Interest on participant loans2022-11-30$0
Income. Interest from loans (other than to participants)2022-11-30$0
Interest earned on other investments2022-11-30$8,910,283
Income. Interest from US Government securities2022-11-30$21,185,721
Income. Interest from corporate debt instruments2022-11-30$72,635,203
Value of interest in master investment trust accounts at end of year2022-11-30$0
Value of interest in master investment trust accounts at beginning of year2022-11-30$0
Value of interest in common/collective trusts at end of year2022-11-30$68,712,398
Value of interest in common/collective trusts at beginning of year2022-11-30$218,708,414
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-11-30$11,085,647
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-11-30$9,951,984
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-11-30$9,951,984
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-11-30$0
Assets. Value of investments in 103.12 investment entities at end of year2022-11-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-11-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-11-30$167,932
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-11-30$197,531
Expenses. Payments to insurance carriers foe the provision of benefits2022-11-30$0
Asset value of US Government securities at end of year2022-11-30$624,717,180
Asset value of US Government securities at beginning of year2022-11-30$829,000,552
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-11-30$1,205,725
Net investment gain/loss from pooled separate accounts2022-11-30$0
Net investment gain or loss from common/collective trusts2022-11-30$-1,810,254
Net gain/loss from 103.12 investment entities2022-11-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-11-30Yes
Was there a failure to transmit to the plan any participant contributions2022-11-30No
Has the plan failed to provide any benefit when due under the plan2022-11-30No
Assets. Invements in employer securities at end of year2022-11-30$0
Assets. Invements in employer securities at beginning of year2022-11-30$0
Assets. Value of employer real property at end of year2022-11-30$0
Assets. Value of employer real property at beginning of year2022-11-30$0
Contributions received in cash from employer2022-11-30$76,370
Employer contributions (assets) at end of year2022-11-30$0
Employer contributions (assets) at beginning of year2022-11-30$0
Income. Dividends from preferred stock2022-11-30$-1,383
Income. Dividends from common stock2022-11-30$1,726,833
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-11-30$216,901,815
Asset. Corporate debt instrument preferred debt at end of year2022-11-30$855,522,781
Asset. Corporate debt instrument preferred debt at beginning of year2022-11-30$1,386,293,897
Asset. Corporate debt instrument debt (other) at end of year2022-11-30$494,164,751
Asset. Corporate debt instrument debt (other) at beginning of year2022-11-30$870,309,025
Contract administrator fees2022-11-30$0
Assets. Corporate common stocks other than exployer securities at end of year2022-11-30$22,776,876
Assets. Corporate common stocks other than exployer securities at beginning of year2022-11-30$96,934,424
Liabilities. Value of benefit claims payable at end of year2022-11-30$0
Liabilities. Value of benefit claims payable at beginning of year2022-11-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-11-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-11-30$0
Did the plan have assets held for investment2022-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-11-30No
Aggregate proceeds on sale of assets2022-11-30$2,727,136,235
Aggregate carrying amount (costs) on sale of assets2022-11-30$3,095,442,020
Liabilities. Value of acquisition indebtedness at end of year2022-11-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-11-30$0
Opinion of an independent qualified public accountant for this plan2022-11-30Unqualified
Accountancy firm name2022-11-30ERNST & YOUNG
Accountancy firm EIN2022-11-30346565596
2021 : FARMERS GROUP, INC. EMPLOYEES' PENSION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-11-30$-17,058,210
Total unrealized appreciation/depreciation of assets2021-11-30$-17,058,210
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-11-30$76,321,109
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-11-30$144,724,880
Total income from all sources (including contributions)2021-11-30$-3,880,036
Total loss/gain on sale of assets2021-11-30$-137,707,120
Total of all expenses incurred2021-11-30$404,128,657
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-11-30$394,900,349
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-11-30$0
Value of total assets at end of year2021-11-30$4,025,696,608
Value of total assets at beginning of year2021-11-30$4,502,109,072
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-11-30$9,228,308
Total interest from all sources2021-11-30$94,591,949
Total dividends received (eg from common stock, registered investment company shares)2021-11-30$3,050,029
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-11-30No
Assets. Real estate other than employer real property at end of year2021-11-30$0
Assets. Real estate other than employer real property at beginning of year2021-11-30$221,212,615
Administrative expenses professional fees incurred2021-11-30$4,806
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-11-30$4,156,794
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-11-30$4,270,304
Was this plan covered by a fidelity bond2021-11-30Yes
Value of fidelity bond cover2021-11-30$20,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-11-30$0
Were there any nonexempt tranactions with any party-in-interest2021-11-30No
Assets. Other investments not covered elsewhere at end of year2021-11-30$200,874,388
Assets. Other investments not covered elsewhere at beginning of year2021-11-30$173,611,973
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-11-30$68,275,396
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-11-30$116,769,249
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-11-30$76,321,109
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-11-30$144,724,880
Other income not declared elsewhere2021-11-30$2,326,999
Administrative expenses (other) incurred2021-11-30$5,613,427
Total non interest bearing cash at end of year2021-11-30$6,344,257
Total non interest bearing cash at beginning of year2021-11-30$4,086,410
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-11-30No
Value of net income/loss2021-11-30$-408,008,693
Value of net assets at end of year (total assets less liabilities)2021-11-30$3,949,375,499
Value of net assets at beginning of year (total assets less liabilities)2021-11-30$4,357,384,192
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-11-30No
Were any leases to which the plan was party in default or uncollectible2021-11-30No
Assets. partnership/joint venture interests at end of year2021-11-30$254,751,381
Assets. partnership/joint venture interests at beginning of year2021-11-30$15,226,390
Investment advisory and management fees2021-11-30$3,610,075
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-11-30$79,898,565
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-11-30$107,189,270
Interest earned on other investments2021-11-30$5,232,887
Income. Interest from US Government securities2021-11-30$23,346,546
Income. Interest from corporate debt instruments2021-11-30$66,012,516
Value of interest in common/collective trusts at end of year2021-11-30$218,708,414
Value of interest in common/collective trusts at beginning of year2021-11-30$311,544,106
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-11-30$9,951,984
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-11-30$7,597,407
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-11-30$7,597,407
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-11-30$197,531
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-11-30$361,906
Asset value of US Government securities at end of year2021-11-30$829,000,552
Asset value of US Government securities at beginning of year2021-11-30$1,567,692,970
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-11-30$33,913
Net investment gain or loss from common/collective trusts2021-11-30$50,882,404
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-11-30Yes
Was there a failure to transmit to the plan any participant contributions2021-11-30No
Has the plan failed to provide any benefit when due under the plan2021-11-30No
Income. Dividends from common stock2021-11-30$3,050,029
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-11-30$394,900,349
Asset. Corporate debt instrument preferred debt at end of year2021-11-30$1,386,293,897
Asset. Corporate debt instrument preferred debt at beginning of year2021-11-30$1,154,623,630
Asset. Corporate debt instrument debt (other) at end of year2021-11-30$870,309,025
Asset. Corporate debt instrument debt (other) at beginning of year2021-11-30$640,142,499
Assets. Corporate common stocks other than exployer securities at end of year2021-11-30$96,934,424
Assets. Corporate common stocks other than exployer securities at beginning of year2021-11-30$177,780,343
Did the plan have assets held for investment2021-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-11-30No
Aggregate proceeds on sale of assets2021-11-30$3,268,737,935
Aggregate carrying amount (costs) on sale of assets2021-11-30$3,406,445,055
Opinion of an independent qualified public accountant for this plan2021-11-30Disclaimer
Accountancy firm name2021-11-30ERNST & YOUNG
Accountancy firm EIN2021-11-30346565596
2020 : FARMERS GROUP, INC. EMPLOYEES' PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-11-30$-7,066,373
Unrealized appreciation/depreciation of other (non real estate) assets2020-11-30$223,322,227
Total unrealized appreciation/depreciation of assets2020-11-30$216,255,854
Total transfer of assets to this plan2020-11-30$0
Total transfer of assets from this plan2020-11-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-11-30$144,724,880
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-11-30$17,673,867
Expenses. Interest paid2020-11-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-11-30$0
Total income from all sources (including contributions)2020-11-30$599,587,479
Total loss/gain on sale of assets2020-11-30$240,092,026
Total of all expenses incurred2020-11-30$231,804,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-11-30$223,452,134
Expenses. Certain deemed distributions of participant loans2020-11-30$0
Value of total corrective distributions2020-11-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-11-30$125,585
Value of total assets at end of year2020-11-30$4,502,109,072
Value of total assets at beginning of year2020-11-30$4,007,274,913
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-11-30$8,352,199
Total income from rents2020-11-30$0
Total interest from all sources2020-11-30$100,678,746
Total dividends received (eg from common stock, registered investment company shares)2020-11-30$10,375,461
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-11-30$80,878
Assets. Real estate other than employer real property at end of year2020-11-30$221,212,615
Assets. Real estate other than employer real property at beginning of year2020-11-30$250,485,769
Administrative expenses professional fees incurred2020-11-30$212,055
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-11-30$4,270,304
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-11-30$6,246,108
Was this plan covered by a fidelity bond2020-11-30Yes
Value of fidelity bond cover2020-11-30$20,000,000
Were there any nonexempt tranactions with any party-in-interest2020-11-30No
Contributions received from participants2020-11-30$0
Participant contributions at end of year2020-11-30$0
Participant contributions at beginning of year2020-11-30$0
Assets. Other investments not covered elsewhere at end of year2020-11-30$173,611,973
Assets. Other investments not covered elsewhere at beginning of year2020-11-30$51,481,135
Income. Received or receivable in cash from other sources (including rollovers)2020-11-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-11-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-11-30$116,769,249
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-11-30$41,275,931
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-11-30$144,724,880
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-11-30$17,673,867
Other income not declared elsewhere2020-11-30$629,020
Administrative expenses (other) incurred2020-11-30$5,193,384
Liabilities. Value of operating payables at end of year2020-11-30$0
Liabilities. Value of operating payables at beginning of year2020-11-30$0
Total non interest bearing cash at end of year2020-11-30$4,086,410
Total non interest bearing cash at beginning of year2020-11-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-11-30No
Income. Non cash contributions2020-11-30$0
Value of net income/loss2020-11-30$367,783,146
Value of net assets at end of year (total assets less liabilities)2020-11-30$4,357,384,192
Value of net assets at beginning of year (total assets less liabilities)2020-11-30$3,989,601,046
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-11-30No
Were any leases to which the plan was party in default or uncollectible2020-11-30No
Assets. partnership/joint venture interests at end of year2020-11-30$15,226,390
Assets. partnership/joint venture interests at beginning of year2020-11-30$4,067,245
Investment advisory and management fees2020-11-30$2,946,760
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-11-30$107,189,270
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-11-30$134,297,528
Interest on participant loans2020-11-30$0
Income. Interest from loans (other than to participants)2020-11-30$0
Interest earned on other investments2020-11-30$3,932,898
Income. Interest from US Government securities2020-11-30$27,676,039
Income. Interest from corporate debt instruments2020-11-30$69,069,809
Value of interest in common/collective trusts at end of year2020-11-30$311,544,106
Value of interest in common/collective trusts at beginning of year2020-11-30$118,301,383
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-11-30$7,597,407
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-11-30$6,312,961
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-11-30$6,312,961
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-11-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-11-30$361,906
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-11-30$391,923
Expenses. Payments to insurance carriers foe the provision of benefits2020-11-30$0
Asset value of US Government securities at end of year2020-11-30$1,567,692,970
Asset value of US Government securities at beginning of year2020-11-30$1,228,886,203
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-11-30$893,580
Net investment gain/loss from pooled separate accounts2020-11-30$0
Net investment gain or loss from common/collective trusts2020-11-30$30,537,207
Net gain/loss from 103.12 investment entities2020-11-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-11-30Yes
Was there a failure to transmit to the plan any participant contributions2020-11-30No
Has the plan failed to provide any benefit when due under the plan2020-11-30No
Contributions received in cash from employer2020-11-30$125,585
Employer contributions (assets) at end of year2020-11-30$0
Employer contributions (assets) at beginning of year2020-11-30$0
Income. Dividends from preferred stock2020-11-30$83,481
Income. Dividends from common stock2020-11-30$10,211,102
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-11-30$223,452,134
Asset. Corporate debt instrument preferred debt at end of year2020-11-30$1,154,623,630
Asset. Corporate debt instrument preferred debt at beginning of year2020-11-30$878,917,922
Asset. Corporate debt instrument debt (other) at end of year2020-11-30$640,142,499
Asset. Corporate debt instrument debt (other) at beginning of year2020-11-30$938,061,185
Contract administrator fees2020-11-30$0
Assets. Corporate common stocks other than exployer securities at end of year2020-11-30$177,780,343
Assets. Corporate common stocks other than exployer securities at beginning of year2020-11-30$348,549,620
Did the plan have assets held for investment2020-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-11-30No
Aggregate proceeds on sale of assets2020-11-30$5,724,706,456
Aggregate carrying amount (costs) on sale of assets2020-11-30$5,484,614,430
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-11-30Yes
Opinion of an independent qualified public accountant for this plan2020-11-30Disclaimer
Accountancy firm name2020-11-30ERNST & YOUNG
Accountancy firm EIN2020-11-30346565596
2019 : FARMERS GROUP, INC. EMPLOYEES' PENSION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-11-30$13,912,779
Unrealized appreciation/depreciation of other (non real estate) assets2019-11-30$463,613,297
Total unrealized appreciation/depreciation of assets2019-11-30$477,526,076
Total transfer of assets to this plan2019-11-30$0
Total transfer of assets from this plan2019-11-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-11-30$17,673,867
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-11-30$29,912,244
Expenses. Interest paid2019-11-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-11-30$0
Total income from all sources (including contributions)2019-11-30$807,589,961
Total loss/gain on sale of assets2019-11-30$209,485,152
Total of all expenses incurred2019-11-30$226,134,259
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-11-30$218,016,438
Expenses. Certain deemed distributions of participant loans2019-11-30$0
Value of total corrective distributions2019-11-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-11-30$78,827
Value of total assets at end of year2019-11-30$4,007,274,913
Value of total assets at beginning of year2019-11-30$3,438,057,588
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-11-30$8,117,821
Total income from rents2019-11-30$0
Total interest from all sources2019-11-30$110,541,209
Total dividends received (eg from common stock, registered investment company shares)2019-11-30$9,462,474
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-11-30$589,335
Assets. Real estate other than employer real property at end of year2019-11-30$250,485,769
Assets. Real estate other than employer real property at beginning of year2019-11-30$354,519,097
Administrative expenses professional fees incurred2019-11-30$1,230,089
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-11-30$6,246,108
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-11-30$5,326,548
Was this plan covered by a fidelity bond2019-11-30Yes
Value of fidelity bond cover2019-11-30$20,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-11-30$0
Were there any nonexempt tranactions with any party-in-interest2019-11-30No
Contributions received from participants2019-11-30$0
Participant contributions at end of year2019-11-30$0
Participant contributions at beginning of year2019-11-30$0
Assets. Other investments not covered elsewhere at end of year2019-11-30$51,481,135
Assets. Other investments not covered elsewhere at beginning of year2019-11-30$51,788,200
Income. Received or receivable in cash from other sources (including rollovers)2019-11-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-11-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-11-30$41,275,931
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-11-30$39,944,914
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-11-30$17,673,867
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-11-30$28,515,932
Other income not declared elsewhere2019-11-30$1,761,695
Administrative expenses (other) incurred2019-11-30$4,188,724
Liabilities. Value of operating payables at end of year2019-11-30$0
Liabilities. Value of operating payables at beginning of year2019-11-30$1,396,312
Total non interest bearing cash at end of year2019-11-30$0
Total non interest bearing cash at beginning of year2019-11-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-11-30No
Income. Non cash contributions2019-11-30$0
Value of net income/loss2019-11-30$581,455,702
Value of net assets at end of year (total assets less liabilities)2019-11-30$3,989,601,046
Value of net assets at beginning of year (total assets less liabilities)2019-11-30$3,408,145,344
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-11-30No
Were any leases to which the plan was party in default or uncollectible2019-11-30No
Assets. partnership/joint venture interests at end of year2019-11-30$4,067,245
Assets. partnership/joint venture interests at beginning of year2019-11-30$0
Investment advisory and management fees2019-11-30$2,699,008
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-11-30$134,297,528
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-11-30$129,046,443
Interest earned on other investments2019-11-30$5,965,108
Income. Interest from US Government securities2019-11-30$22,853,490
Income. Interest from corporate debt instruments2019-11-30$81,722,540
Value of interest in common/collective trusts at end of year2019-11-30$118,301,383
Value of interest in common/collective trusts at beginning of year2019-11-30$124,434,423
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-11-30$6,312,961
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-11-30$5,332,973
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-11-30$5,332,973
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-11-30$71
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-11-30$391,923
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-11-30$428,676
Expenses. Payments to insurance carriers foe the provision of benefits2019-11-30$0
Asset value of US Government securities at end of year2019-11-30$1,228,886,203
Asset value of US Government securities at beginning of year2019-11-30$686,206,488
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-11-30$1,776,709
Net investment gain/loss from pooled separate accounts2019-11-30$0
Net investment gain or loss from common/collective trusts2019-11-30$-3,042,181
Net gain/loss from 103.12 investment entities2019-11-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-11-30Yes
Was there a failure to transmit to the plan any participant contributions2019-11-30No
Has the plan failed to provide any benefit when due under the plan2019-11-30No
Contributions received in cash from employer2019-11-30$78,827
Employer contributions (assets) at end of year2019-11-30$0
Employer contributions (assets) at beginning of year2019-11-30$72,000,000
Income. Dividends from preferred stock2019-11-30$1,126
Income. Dividends from common stock2019-11-30$8,872,013
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-11-30$218,016,438
Asset. Corporate debt instrument preferred debt at end of year2019-11-30$878,917,922
Asset. Corporate debt instrument preferred debt at beginning of year2019-11-30$852,137,087
Asset. Corporate debt instrument debt (other) at end of year2019-11-30$938,061,185
Asset. Corporate debt instrument debt (other) at beginning of year2019-11-30$879,206,790
Contract administrator fees2019-11-30$0
Assets. Corporate common stocks other than exployer securities at end of year2019-11-30$348,549,620
Assets. Corporate common stocks other than exployer securities at beginning of year2019-11-30$237,685,949
Did the plan have assets held for investment2019-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-11-30No
Aggregate proceeds on sale of assets2019-11-30$4,449,409,945
Aggregate carrying amount (costs) on sale of assets2019-11-30$4,239,924,793
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-11-30Yes
Opinion of an independent qualified public accountant for this plan2019-11-30Disclaimer
Accountancy firm name2019-11-30PRICEWATERHOUSECOOPERS
Accountancy firm EIN2019-11-30134008324
2018 : FARMERS GROUP, INC. EMPLOYEES' PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-11-30$33,149,215
Unrealized appreciation/depreciation of other (non real estate) assets2018-11-30$-258,361,099
Total unrealized appreciation/depreciation of assets2018-11-30$-225,211,884
Total transfer of assets to this plan2018-11-30$83,355
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-11-30$29,912,244
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-11-30$50,411,797
Total income from all sources (including contributions)2018-11-30$-123,837,819
Total loss/gain on sale of assets2018-11-30$-90,157,904
Total of all expenses incurred2018-11-30$200,164,497
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-11-30$188,645,789
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-11-30$72,327,647
Value of total assets at end of year2018-11-30$3,438,057,588
Value of total assets at beginning of year2018-11-30$3,782,476,102
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-11-30$11,518,708
Total income from rents2018-11-30$0
Total interest from all sources2018-11-30$103,100,919
Total dividends received (eg from common stock, registered investment company shares)2018-11-30$7,379,047
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-11-30$82,513
Assets. Real estate other than employer real property at end of year2018-11-30$354,519,097
Assets. Real estate other than employer real property at beginning of year2018-11-30$539,222,392
Administrative expenses professional fees incurred2018-11-30$1,530,430
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-11-30$5,326,548
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-11-30$474,923
Was this plan covered by a fidelity bond2018-11-30Yes
Value of fidelity bond cover2018-11-30$20,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-11-30$0
Were there any nonexempt tranactions with any party-in-interest2018-11-30No
Contributions received from participants2018-11-30$0
Assets. Other investments not covered elsewhere at end of year2018-11-30$51,788,200
Assets. Other investments not covered elsewhere at beginning of year2018-11-30$46,195,315
Income. Received or receivable in cash from other sources (including rollovers)2018-11-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-11-30$39,944,914
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-11-30$60,309,893
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-11-30$28,515,932
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-11-30$47,327,797
Other income not declared elsewhere2018-11-30$3,947,013
Administrative expenses (other) incurred2018-11-30$4,638,536
Liabilities. Value of operating payables at end of year2018-11-30$1,396,312
Liabilities. Value of operating payables at beginning of year2018-11-30$3,084,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-11-30No
Income. Non cash contributions2018-11-30$0
Value of net income/loss2018-11-30$-324,002,316
Value of net assets at end of year (total assets less liabilities)2018-11-30$3,408,145,344
Value of net assets at beginning of year (total assets less liabilities)2018-11-30$3,732,064,305
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-11-30No
Were any leases to which the plan was party in default or uncollectible2018-11-30No
Investment advisory and management fees2018-11-30$5,349,742
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-11-30$129,046,443
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-11-30$123,694,816
Interest on participant loans2018-11-30$0
Income. Interest from loans (other than to participants)2018-11-30$0
Interest earned on other investments2018-11-30$7,830,695
Income. Interest from US Government securities2018-11-30$13,489,539
Income. Interest from corporate debt instruments2018-11-30$81,756,336
Value of interest in common/collective trusts at end of year2018-11-30$124,434,423
Value of interest in common/collective trusts at beginning of year2018-11-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-11-30$5,332,973
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-11-30$6,117,168
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-11-30$6,117,168
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-11-30$24,349
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-11-30$428,676
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-11-30$485,362
Asset value of US Government securities at end of year2018-11-30$686,206,488
Asset value of US Government securities at beginning of year2018-11-30$449,213,751
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-11-30$1,505,056
Net investment gain or loss from common/collective trusts2018-11-30$3,272,287
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-11-30Yes
Was there a failure to transmit to the plan any participant contributions2018-11-30No
Has the plan failed to provide any benefit when due under the plan2018-11-30No
Contributions received in cash from employer2018-11-30$72,327,647
Employer contributions (assets) at end of year2018-11-30$72,000,000
Employer contributions (assets) at beginning of year2018-11-30$466,000,000
Income. Dividends from preferred stock2018-11-30$5,246
Income. Dividends from common stock2018-11-30$7,291,288
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-11-30$188,645,789
Asset. Corporate debt instrument preferred debt at end of year2018-11-30$852,137,087
Asset. Corporate debt instrument preferred debt at beginning of year2018-11-30$800,122,433
Asset. Corporate debt instrument debt (other) at end of year2018-11-30$879,206,790
Asset. Corporate debt instrument debt (other) at beginning of year2018-11-30$928,302,081
Contract administrator fees2018-11-30$0
Assets. Corporate common stocks other than exployer securities at end of year2018-11-30$237,685,949
Assets. Corporate common stocks other than exployer securities at beginning of year2018-11-30$362,337,968
Did the plan have assets held for investment2018-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-11-30No
Aggregate proceeds on sale of assets2018-11-30$2,772,249,041
Aggregate carrying amount (costs) on sale of assets2018-11-30$2,862,406,945
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-11-30No
Opinion of an independent qualified public accountant for this plan2018-11-30Unqualified
Accountancy firm name2018-11-30PRICEWATERHOUSECOOPERS
Accountancy firm EIN2018-11-30134008324
2017 : FARMERS GROUP, INC. EMPLOYEES' PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-11-30$25,529,037
Unrealized appreciation/depreciation of other (non real estate) assets2017-11-30$95,442,452
Total unrealized appreciation/depreciation of assets2017-11-30$120,971,489
Total transfer of assets to this plan2017-11-30$0
Total transfer of assets from this plan2017-11-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-11-30$50,411,797
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-11-30$41,664,515
Total income from all sources (including contributions)2017-11-30$775,328,898
Total loss/gain on sale of assets2017-11-30$77,402,589
Total of all expenses incurred2017-11-30$189,916,593
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-11-30$176,508,659
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-11-30$466,253,598
Value of total assets at end of year2017-11-30$3,782,476,102
Value of total assets at beginning of year2017-11-30$3,188,316,515
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-11-30$13,407,934
Total income from rents2017-11-30$0
Total interest from all sources2017-11-30$96,990,272
Total dividends received (eg from common stock, registered investment company shares)2017-11-30$6,868,834
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-11-30$53,984
Assets. Real estate other than employer real property at end of year2017-11-30$539,222,392
Assets. Real estate other than employer real property at beginning of year2017-11-30$513,645,163
Administrative expenses professional fees incurred2017-11-30$2,341,630
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-11-30$474,923
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-11-30$10,163,650
Was this plan covered by a fidelity bond2017-11-30Yes
Value of fidelity bond cover2017-11-30$20,000,000
Were there any nonexempt tranactions with any party-in-interest2017-11-30No
Contributions received from participants2017-11-30$0
Assets. Other investments not covered elsewhere at end of year2017-11-30$46,195,315
Assets. Other investments not covered elsewhere at beginning of year2017-11-30$71,069,545
Income. Received or receivable in cash from other sources (including rollovers)2017-11-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-11-30$60,309,893
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-11-30$61,923,199
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-11-30$47,327,797
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-11-30$39,280,655
Other income not declared elsewhere2017-11-30$5,687,826
Administrative expenses (other) incurred2017-11-30$3,498,149
Liabilities. Value of operating payables at end of year2017-11-30$3,084,000
Liabilities. Value of operating payables at beginning of year2017-11-30$2,383,860
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-11-30No
Income. Non cash contributions2017-11-30$0
Value of net income/loss2017-11-30$585,412,305
Value of net assets at end of year (total assets less liabilities)2017-11-30$3,732,064,305
Value of net assets at beginning of year (total assets less liabilities)2017-11-30$3,146,652,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-11-30No
Were any leases to which the plan was party in default or uncollectible2017-11-30No
Assets. partnership/joint venture interests at end of year2017-11-30$0
Assets. partnership/joint venture interests at beginning of year2017-11-30$0
Investment advisory and management fees2017-11-30$7,568,155
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-11-30$123,694,816
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-11-30$72,190,205
Interest on participant loans2017-11-30$0
Income. Interest from loans (other than to participants)2017-11-30$0
Interest earned on other investments2017-11-30$8,763,402
Income. Interest from US Government securities2017-11-30$7,784,850
Income. Interest from corporate debt instruments2017-11-30$80,442,010
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-11-30$6,117,168
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-11-30$2,213,219
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-11-30$2,213,219
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-11-30$10
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-11-30$485,362
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-11-30$512,074
Asset value of US Government securities at end of year2017-11-30$449,213,751
Asset value of US Government securities at beginning of year2017-11-30$270,358,242
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-11-30$1,154,290
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-11-30Yes
Was there a failure to transmit to the plan any participant contributions2017-11-30No
Has the plan failed to provide any benefit when due under the plan2017-11-30No
Contributions received in cash from employer2017-11-30$466,253,598
Employer contributions (assets) at end of year2017-11-30$466,000,000
Employer contributions (assets) at beginning of year2017-11-30$225,000,000
Income. Dividends from preferred stock2017-11-30$0
Income. Dividends from common stock2017-11-30$6,814,850
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-11-30$176,508,659
Asset. Corporate debt instrument preferred debt at end of year2017-11-30$800,122,433
Asset. Corporate debt instrument preferred debt at beginning of year2017-11-30$877,181,491
Asset. Corporate debt instrument debt (other) at end of year2017-11-30$928,302,081
Asset. Corporate debt instrument debt (other) at beginning of year2017-11-30$779,702,595
Contract administrator fees2017-11-30$0
Assets. Corporate common stocks other than exployer securities at end of year2017-11-30$362,337,968
Assets. Corporate common stocks other than exployer securities at beginning of year2017-11-30$304,357,132
Did the plan have assets held for investment2017-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-11-30No
Aggregate proceeds on sale of assets2017-11-30$3,315,400,154
Aggregate carrying amount (costs) on sale of assets2017-11-30$3,237,997,565
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-11-30No
Opinion of an independent qualified public accountant for this plan2017-11-30Unqualified
Accountancy firm name2017-11-30PRICEWATERHOUSECOOPERS
Accountancy firm EIN2017-11-30134008324
2016 : FARMERS GROUP, INC. EMPLOYEES' PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-11-30$20,587,827
Unrealized appreciation/depreciation of other (non real estate) assets2016-11-30$5,612,728
Total unrealized appreciation/depreciation of assets2016-11-30$26,200,555
Total transfer of assets to this plan2016-11-30$0
Total transfer of assets from this plan2016-11-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-11-30$41,664,515
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-11-30$32,117,921
Expenses. Interest paid2016-11-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-11-30$0
Total income from all sources (including contributions)2016-11-30$366,726,579
Total loss/gain on sale of assets2016-11-30$8,068,676
Total of all expenses incurred2016-11-30$166,519,143
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-11-30$155,062,802
Expenses. Certain deemed distributions of participant loans2016-11-30$0
Value of total corrective distributions2016-11-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-11-30$225,000,000
Value of total assets at end of year2016-11-30$3,188,316,515
Value of total assets at beginning of year2016-11-30$2,978,562,485
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-11-30$11,456,341
Total income from rents2016-11-30$0
Total interest from all sources2016-11-30$91,155,392
Total dividends received (eg from common stock, registered investment company shares)2016-11-30$11,338,652
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-11-30$16,893
Assets. Real estate other than employer real property at end of year2016-11-30$513,645,163
Assets. Real estate other than employer real property at beginning of year2016-11-30$190,532,619
Administrative expenses professional fees incurred2016-11-30$1,594,893
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-11-30$10,163,650
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-11-30$10,139,713
Was this plan covered by a fidelity bond2016-11-30Yes
Value of fidelity bond cover2016-11-30$20,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-11-30$0
Were there any nonexempt tranactions with any party-in-interest2016-11-30No
Contributions received from participants2016-11-30$0
Participant contributions at end of year2016-11-30$0
Participant contributions at beginning of year2016-11-30$0
Participant contributions at end of year2016-11-30$0
Participant contributions at beginning of year2016-11-30$0
Assets. Other investments not covered elsewhere at end of year2016-11-30$71,069,545
Assets. Other investments not covered elsewhere at beginning of year2016-11-30$40,910,250
Income. Received or receivable in cash from other sources (including rollovers)2016-11-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-11-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-11-30$61,923,199
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-11-30$53,547,531
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-11-30$39,280,655
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-11-30$29,850,704
Other income not declared elsewhere2016-11-30$4,593,172
Administrative expenses (other) incurred2016-11-30$4,892,432
Liabilities. Value of operating payables at end of year2016-11-30$2,383,860
Liabilities. Value of operating payables at beginning of year2016-11-30$2,267,217
Total non interest bearing cash at end of year2016-11-30$0
Total non interest bearing cash at beginning of year2016-11-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-11-30No
Income. Non cash contributions2016-11-30$0
Value of net income/loss2016-11-30$200,207,436
Value of net assets at end of year (total assets less liabilities)2016-11-30$3,146,652,000
Value of net assets at beginning of year (total assets less liabilities)2016-11-30$2,946,444,564
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-11-30No
Were any leases to which the plan was party in default or uncollectible2016-11-30No
Assets. partnership/joint venture interests at end of year2016-11-30$0
Assets. partnership/joint venture interests at beginning of year2016-11-30$60,411
Investment advisory and management fees2016-11-30$4,969,016
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-11-30$72,190,205
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-11-30$61,633,231
Value of interest in pooled separate accounts at end of year2016-11-30$0
Value of interest in pooled separate accounts at beginning of year2016-11-30$0
Interest on participant loans2016-11-30$0
Income. Interest from loans (other than to participants)2016-11-30$0
Interest earned on other investments2016-11-30$10,184,978
Income. Interest from US Government securities2016-11-30$2,722,298
Income. Interest from corporate debt instruments2016-11-30$78,248,108
Value of interest in master investment trust accounts at end of year2016-11-30$0
Value of interest in master investment trust accounts at beginning of year2016-11-30$0
Value of interest in common/collective trusts at end of year2016-11-30$0
Value of interest in common/collective trusts at beginning of year2016-11-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-11-30$2,213,219
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-11-30$928,076
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-11-30$928,076
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-11-30$8
Assets. Value of investments in 103.12 investment entities at end of year2016-11-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2016-11-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-11-30$512,074
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-11-30$646,928
Expenses. Payments to insurance carriers foe the provision of benefits2016-11-30$0
Asset value of US Government securities at end of year2016-11-30$270,358,242
Asset value of US Government securities at beginning of year2016-11-30$225,982,857
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-11-30$370,132
Net investment gain/loss from pooled separate accounts2016-11-30$0
Net gain/loss from 103.12 investment entities2016-11-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-11-30Yes
Was there a failure to transmit to the plan any participant contributions2016-11-30No
Has the plan failed to provide any benefit when due under the plan2016-11-30No
Assets. Invements in employer securities at end of year2016-11-30$0
Assets. Invements in employer securities at beginning of year2016-11-30$0
Assets. Value of employer real property at end of year2016-11-30$0
Assets. Value of employer real property at beginning of year2016-11-30$0
Contributions received in cash from employer2016-11-30$225,000,000
Employer contributions (assets) at end of year2016-11-30$225,000,000
Employer contributions (assets) at beginning of year2016-11-30$225,000,000
Income. Dividends from preferred stock2016-11-30$39,817
Income. Dividends from common stock2016-11-30$11,281,942
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-11-30$155,062,802
Asset. Corporate debt instrument preferred debt at end of year2016-11-30$877,181,491
Asset. Corporate debt instrument preferred debt at beginning of year2016-11-30$853,954,592
Asset. Corporate debt instrument debt (other) at end of year2016-11-30$779,702,595
Asset. Corporate debt instrument debt (other) at beginning of year2016-11-30$807,140,854
Contract administrator fees2016-11-30$0
Assets. Corporate common stocks other than exployer securities at end of year2016-11-30$304,357,132
Assets. Corporate common stocks other than exployer securities at beginning of year2016-11-30$508,085,423
Liabilities. Value of benefit claims payable at end of year2016-11-30$0
Liabilities. Value of benefit claims payable at beginning of year2016-11-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2016-11-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-11-30$0
Did the plan have assets held for investment2016-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-11-30No
Aggregate proceeds on sale of assets2016-11-30$2,871,616,433
Aggregate carrying amount (costs) on sale of assets2016-11-30$2,863,547,757
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-11-30No
Opinion of an independent qualified public accountant for this plan2016-11-30Unqualified
Accountancy firm name2016-11-30PRICEWATERHOUSECOOPERS
Accountancy firm EIN2016-11-30134008324
2015 : FARMERS GROUP, INC. EMPLOYEES' PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-11-30$8,482,034
Unrealized appreciation/depreciation of other (non real estate) assets2015-11-30$-75,797,188
Total unrealized appreciation/depreciation of assets2015-11-30$-67,315,154
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-11-30$32,117,921
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-11-30$11,721,358
Expenses. Interest paid2015-11-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-11-30$0
Total income from all sources (including contributions)2015-11-30$246,382,718
Total loss/gain on sale of assets2015-11-30$-12,670,967
Total of all expenses incurred2015-11-30$509,246,080
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-11-30$497,902,755
Expenses. Certain deemed distributions of participant loans2015-11-30$0
Value of total corrective distributions2015-11-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-11-30$225,000,000
Value of total assets at end of year2015-11-30$2,978,562,485
Value of total assets at beginning of year2015-11-30$3,221,029,284
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-11-30$11,343,325
Total interest from all sources2015-11-30$81,796,711
Total dividends received (eg from common stock, registered investment company shares)2015-11-30$15,510,547
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-11-30$45,150
Assets. Real estate other than employer real property at end of year2015-11-30$190,532,619
Assets. Real estate other than employer real property at beginning of year2015-11-30$78,588,850
Administrative expenses professional fees incurred2015-11-30$2,109,156
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-11-30$10,139,713
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-11-30$14,911,470
Was this plan covered by a fidelity bond2015-11-30Yes
Value of fidelity bond cover2015-11-30$20,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-11-30$0
Were there any nonexempt tranactions with any party-in-interest2015-11-30No
Contributions received from participants2015-11-30$0
Participant contributions at end of year2015-11-30$0
Participant contributions at beginning of year2015-11-30$0
Participant contributions at end of year2015-11-30$0
Participant contributions at beginning of year2015-11-30$0
Assets. Other investments not covered elsewhere at end of year2015-11-30$40,910,250
Assets. Other investments not covered elsewhere at beginning of year2015-11-30$4,042,334
Income. Received or receivable in cash from other sources (including rollovers)2015-11-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-11-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-11-30$53,547,531
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-11-30$36,295,829
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-11-30$29,850,704
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-11-30$10,279,358
Other income not declared elsewhere2015-11-30$4,338,694
Administrative expenses (other) incurred2015-11-30$4,370,272
Liabilities. Value of operating payables at end of year2015-11-30$2,267,217
Liabilities. Value of operating payables at beginning of year2015-11-30$1,442,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-11-30No
Income. Non cash contributions2015-11-30$0
Value of net income/loss2015-11-30$-262,863,362
Value of net assets at end of year (total assets less liabilities)2015-11-30$2,946,444,564
Value of net assets at beginning of year (total assets less liabilities)2015-11-30$3,209,307,926
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-11-30No
Were any leases to which the plan was party in default or uncollectible2015-11-30No
Assets. partnership/joint venture interests at end of year2015-11-30$60,411
Assets. partnership/joint venture interests at beginning of year2015-11-30$0
Investment advisory and management fees2015-11-30$4,863,897
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-11-30$61,633,231
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-11-30$136,325,114
Value of interest in pooled separate accounts at end of year2015-11-30$0
Value of interest in pooled separate accounts at beginning of year2015-11-30$0
Interest on participant loans2015-11-30$0
Income. Interest from loans (other than to participants)2015-11-30$0
Interest earned on other investments2015-11-30$3,139,946
Income. Interest from US Government securities2015-11-30$1,886,893
Income. Interest from corporate debt instruments2015-11-30$76,769,870
Value of interest in master investment trust accounts at end of year2015-11-30$0
Value of interest in master investment trust accounts at beginning of year2015-11-30$0
Value of interest in common/collective trusts at end of year2015-11-30$0
Value of interest in common/collective trusts at beginning of year2015-11-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-11-30$928,076
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-11-30$1,043,197
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-11-30$1,043,197
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-11-30$2
Assets. Value of investments in 103.12 investment entities at end of year2015-11-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2015-11-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-11-30$646,928
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-11-30$690,511
Expenses. Payments to insurance carriers foe the provision of benefits2015-11-30$0
Asset value of US Government securities at end of year2015-11-30$225,982,857
Asset value of US Government securities at beginning of year2015-11-30$533,826,311
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-11-30$-277,113
Net investment gain/loss from pooled separate accounts2015-11-30$0
Net investment gain or loss from common/collective trusts2015-11-30$0
Net gain/loss from 103.12 investment entities2015-11-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-11-30Yes
Was there a failure to transmit to the plan any participant contributions2015-11-30No
Has the plan failed to provide any benefit when due under the plan2015-11-30No
Assets. Invements in employer securities at end of year2015-11-30$0
Assets. Invements in employer securities at beginning of year2015-11-30$0
Assets. Value of employer real property at end of year2015-11-30$0
Assets. Value of employer real property at beginning of year2015-11-30$0
Contributions received in cash from employer2015-11-30$225,000,000
Employer contributions (assets) at end of year2015-11-30$225,000,000
Employer contributions (assets) at beginning of year2015-11-30$200,000,000
Income. Dividends from preferred stock2015-11-30$146,474
Income. Dividends from common stock2015-11-30$15,318,923
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-11-30$497,902,755
Asset. Corporate debt instrument preferred debt at end of year2015-11-30$853,954,592
Asset. Corporate debt instrument preferred debt at beginning of year2015-11-30$973,698,807
Asset. Corporate debt instrument debt (other) at end of year2015-11-30$807,140,854
Asset. Corporate debt instrument debt (other) at beginning of year2015-11-30$577,645,730
Contract administrator fees2015-11-30$0
Assets. Corporate common stocks other than exployer securities at end of year2015-11-30$508,085,423
Assets. Corporate common stocks other than exployer securities at beginning of year2015-11-30$663,961,131
Liabilities. Value of benefit claims payable at end of year2015-11-30$0
Liabilities. Value of benefit claims payable at beginning of year2015-11-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2015-11-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-11-30$0
Did the plan have assets held for investment2015-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-11-30No
Aggregate proceeds on sale of assets2015-11-30$3,094,193,794
Aggregate carrying amount (costs) on sale of assets2015-11-30$3,106,864,761
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-11-30No
Opinion of an independent qualified public accountant for this plan2015-11-30Unqualified
Accountancy firm name2015-11-30PRICEWATERHOUSECOOPERS
Accountancy firm EIN2015-11-30134008324
2014 : FARMERS GROUP, INC. EMPLOYEES' PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-11-30$6,260,408
Unrealized appreciation/depreciation of other (non real estate) assets2014-11-30$129,477,424
Total unrealized appreciation/depreciation of assets2014-11-30$135,737,832
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-11-30$11,721,358
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-11-30$100,730,847
Total income from all sources (including contributions)2014-11-30$559,021,841
Total loss/gain on sale of assets2014-11-30$131,397,955
Total of all expenses incurred2014-11-30$248,676,188
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-11-30$237,963,944
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-11-30$200,000,000
Value of total assets at end of year2014-11-30$3,221,029,284
Value of total assets at beginning of year2014-11-30$2,999,693,120
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-11-30$10,712,244
Total income from rents2014-11-30$1,243,745
Total interest from all sources2014-11-30$74,879,660
Total dividends received (eg from common stock, registered investment company shares)2014-11-30$15,345,020
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-11-30$65,458
Assets. Real estate other than employer real property at end of year2014-11-30$78,588,850
Assets. Real estate other than employer real property at beginning of year2014-11-30$72,605,691
Administrative expenses professional fees incurred2014-11-30$1,891,578
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-11-30$14,911,470
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-11-30$5,150,089
Was this plan covered by a fidelity bond2014-11-30Yes
Value of fidelity bond cover2014-11-30$20,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-11-30$0
Were there any nonexempt tranactions with any party-in-interest2014-11-30No
Assets. Other investments not covered elsewhere at end of year2014-11-30$4,042,334
Assets. Other investments not covered elsewhere at beginning of year2014-11-30$68,668,981
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-11-30$36,295,829
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-11-30$58,291,923
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-11-30$10,279,358
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-11-30$98,993,847
Other income not declared elsewhere2014-11-30$266,331
Administrative expenses (other) incurred2014-11-30$5,455,979
Liabilities. Value of operating payables at end of year2014-11-30$1,442,000
Liabilities. Value of operating payables at beginning of year2014-11-30$1,737,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-11-30No
Value of net income/loss2014-11-30$310,345,653
Value of net assets at end of year (total assets less liabilities)2014-11-30$3,209,307,926
Value of net assets at beginning of year (total assets less liabilities)2014-11-30$2,898,962,273
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-11-30No
Were any leases to which the plan was party in default or uncollectible2014-11-30No
Investment advisory and management fees2014-11-30$3,364,687
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-11-30$136,325,114
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-11-30$54,745,387
Interest earned on other investments2014-11-30$4,951,478
Income. Interest from US Government securities2014-11-30$8,613,039
Income. Interest from corporate debt instruments2014-11-30$61,303,979
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-11-30$1,043,197
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-11-30$1,137,291
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-11-30$1,137,291
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-11-30$11,164
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-11-30$690,511
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-11-30$777,312
Asset value of US Government securities at end of year2014-11-30$533,826,311
Asset value of US Government securities at beginning of year2014-11-30$664,016,538
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-11-30$151,298
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-11-30Yes
Was there a failure to transmit to the plan any participant contributions2014-11-30No
Has the plan failed to provide any benefit when due under the plan2014-11-30No
Contributions received in cash from employer2014-11-30$200,000,000
Employer contributions (assets) at end of year2014-11-30$200,000,000
Employer contributions (assets) at beginning of year2014-11-30$225,000,000
Income. Dividends from preferred stock2014-11-30$105,308
Income. Dividends from common stock2014-11-30$15,174,254
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-11-30$237,963,944
Asset. Corporate debt instrument preferred debt at end of year2014-11-30$973,698,807
Asset. Corporate debt instrument preferred debt at beginning of year2014-11-30$921,895,541
Asset. Corporate debt instrument debt (other) at end of year2014-11-30$577,645,730
Asset. Corporate debt instrument debt (other) at beginning of year2014-11-30$284,909,199
Assets. Corporate common stocks other than exployer securities at end of year2014-11-30$663,961,131
Assets. Corporate common stocks other than exployer securities at beginning of year2014-11-30$642,495,168
Did the plan have assets held for investment2014-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-11-30No
Aggregate proceeds on sale of assets2014-11-30$6,191,497,725
Aggregate carrying amount (costs) on sale of assets2014-11-30$6,060,099,770
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-11-30No
Opinion of an independent qualified public accountant for this plan2014-11-30Unqualified
Accountancy firm name2014-11-30PRICEWATERHOUSECOOPERS
Accountancy firm EIN2014-11-30134008324
2013 : FARMERS GROUP, INC. EMPLOYEES' PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-11-30$3,905,222
Unrealized appreciation/depreciation of other (non real estate) assets2013-11-30$-70,106,912
Total unrealized appreciation/depreciation of assets2013-11-30$-66,201,690
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-11-30$100,730,847
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-11-30$248,513,117
Total income from all sources (including contributions)2013-11-30$320,050,337
Total loss/gain on sale of assets2013-11-30$14,957,390
Total of all expenses incurred2013-11-30$113,578,887
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-11-30$104,793,716
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-11-30$288,700,000
Value of total assets at end of year2013-11-30$2,999,693,120
Value of total assets at beginning of year2013-11-30$2,941,003,940
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-11-30$8,785,171
Total income from rents2013-11-30$1,083,082
Total interest from all sources2013-11-30$65,342,691
Total dividends received (eg from common stock, registered investment company shares)2013-11-30$15,782,521
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-11-30$65,206
Assets. Real estate other than employer real property at end of year2013-11-30$72,605,691
Assets. Real estate other than employer real property at beginning of year2013-11-30$68,104,647
Administrative expenses professional fees incurred2013-11-30$2,530,167
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-11-30$5,150,089
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-11-30$3,760,066
Was this plan covered by a fidelity bond2013-11-30Yes
Value of fidelity bond cover2013-11-30$20,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-11-30$0
Were there any nonexempt tranactions with any party-in-interest2013-11-30No
Assets. Other investments not covered elsewhere at end of year2013-11-30$68,668,981
Assets. Other investments not covered elsewhere at beginning of year2013-11-30$94,667,636
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-11-30$58,291,923
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-11-30$186,502,932
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-11-30$98,993,847
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-11-30$248,513,117
Other income not declared elsewhere2013-11-30$148,551
Administrative expenses (other) incurred2013-11-30$2,077,017
Liabilities. Value of operating payables at end of year2013-11-30$1,737,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-11-30No
Value of net income/loss2013-11-30$206,471,450
Value of net assets at end of year (total assets less liabilities)2013-11-30$2,898,962,273
Value of net assets at beginning of year (total assets less liabilities)2013-11-30$2,692,490,823
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-11-30No
Were any leases to which the plan was party in default or uncollectible2013-11-30No
Investment advisory and management fees2013-11-30$4,177,987
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-11-30$54,745,387
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-11-30$156,734,422
Interest earned on other investments2013-11-30$7,719,126
Income. Interest from US Government securities2013-11-30$6,863,382
Income. Interest from corporate debt instruments2013-11-30$50,760,183
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-11-30$1,137,291
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-11-30$1,931,527
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-11-30$1,931,527
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-11-30$777,312
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-11-30$867,272
Asset value of US Government securities at end of year2013-11-30$664,016,538
Asset value of US Government securities at beginning of year2013-11-30$719,507,711
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-11-30$237,792
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-11-30Yes
Was there a failure to transmit to the plan any participant contributions2013-11-30No
Has the plan failed to provide any benefit when due under the plan2013-11-30No
Contributions received in cash from employer2013-11-30$288,700,000
Employer contributions (assets) at end of year2013-11-30$225,000,000
Employer contributions (assets) at beginning of year2013-11-30$136,300,000
Income. Dividends from preferred stock2013-11-30$232,925
Income. Dividends from common stock2013-11-30$15,484,390
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-11-30$104,793,716
Asset. Corporate debt instrument preferred debt at end of year2013-11-30$921,895,541
Asset. Corporate debt instrument preferred debt at beginning of year2013-11-30$822,754,751
Asset. Corporate debt instrument debt (other) at end of year2013-11-30$284,909,199
Asset. Corporate debt instrument debt (other) at beginning of year2013-11-30$256,356,555
Assets. Corporate common stocks other than exployer securities at end of year2013-11-30$642,495,168
Assets. Corporate common stocks other than exployer securities at beginning of year2013-11-30$493,516,421
Did the plan have assets held for investment2013-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-11-30No
Aggregate proceeds on sale of assets2013-11-30$4,621,929,868
Aggregate carrying amount (costs) on sale of assets2013-11-30$4,606,972,478
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-11-30No
Opinion of an independent qualified public accountant for this plan2013-11-30Unqualified
Accountancy firm name2013-11-30PRICEWATERHOUSECOOPERS
Accountancy firm EIN2013-11-30134008324
2012 : FARMERS GROUP, INC. EMPLOYEES' PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-11-30$5,446,689
Unrealized appreciation/depreciation of other (non real estate) assets2012-11-30$166,244,728
Total unrealized appreciation/depreciation of assets2012-11-30$171,691,417
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-11-30$248,513,117
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-11-30$131,798,741
Total income from all sources (including contributions)2012-11-30$516,878,037
Total loss/gain on sale of assets2012-11-30$61,097,644
Total of all expenses incurred2012-11-30$382,709,625
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-11-30$373,141,569
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-11-30$205,300,000
Value of total assets at end of year2012-11-30$2,941,003,940
Value of total assets at beginning of year2012-11-30$2,690,121,152
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-11-30$9,568,056
Total income from rents2012-11-30$1,017,661
Total interest from all sources2012-11-30$62,378,626
Total dividends received (eg from common stock, registered investment company shares)2012-11-30$15,654,066
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-11-30$157,385
Assets. Real estate other than employer real property at end of year2012-11-30$68,104,647
Assets. Real estate other than employer real property at beginning of year2012-11-30$63,167,706
Administrative expenses professional fees incurred2012-11-30$195,785
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-11-30$3,760,066
Was this plan covered by a fidelity bond2012-11-30Yes
Value of fidelity bond cover2012-11-30$30,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-11-30$0
Were there any nonexempt tranactions with any party-in-interest2012-11-30No
Assets. Other investments not covered elsewhere at end of year2012-11-30$94,667,636
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-11-30$186,502,932
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-11-30$61,650,886
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-11-30$248,513,117
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-11-30$131,645,812
Administrative expenses (other) incurred2012-11-30$6,971,912
Liabilities. Value of operating payables at beginning of year2012-11-30$152,929
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-11-30No
Value of net income/loss2012-11-30$134,168,412
Value of net assets at end of year (total assets less liabilities)2012-11-30$2,692,490,823
Value of net assets at beginning of year (total assets less liabilities)2012-11-30$2,558,322,411
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-11-30No
Were any leases to which the plan was party in default or uncollectible2012-11-30No
Investment advisory and management fees2012-11-30$2,400,359
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-11-30$156,734,422
Interest earned on other investments2012-11-30$5,225,861
Income. Interest from US Government securities2012-11-30$7,970,272
Income. Interest from corporate debt instruments2012-11-30$49,076,277
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-11-30$1,931,527
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-11-30$155,337,543
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-11-30$155,337,543
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-11-30$106,216
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-11-30$867,272
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-11-30$975,051
Asset value of US Government securities at end of year2012-11-30$719,507,711
Asset value of US Government securities at beginning of year2012-11-30$741,326,521
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-11-30$-261,377
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-11-30Yes
Was there a failure to transmit to the plan any participant contributions2012-11-30No
Has the plan failed to provide any benefit when due under the plan2012-11-30No
Contributions received in cash from employer2012-11-30$205,300,000
Employer contributions (assets) at end of year2012-11-30$136,300,000
Employer contributions (assets) at beginning of year2012-11-30$132,600,000
Income. Dividends from preferred stock2012-11-30$185,669
Income. Dividends from common stock2012-11-30$15,311,012
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-11-30$373,141,569
Asset. Corporate debt instrument preferred debt at end of year2012-11-30$822,754,751
Asset. Corporate debt instrument preferred debt at beginning of year2012-11-30$918,297,004
Asset. Corporate debt instrument debt (other) at end of year2012-11-30$256,356,555
Asset. Corporate debt instrument debt (other) at beginning of year2012-11-30$215,696,819
Assets. Corporate common stocks other than exployer securities at end of year2012-11-30$493,516,421
Assets. Corporate common stocks other than exployer securities at beginning of year2012-11-30$401,069,622
Did the plan have assets held for investment2012-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-11-30No
Aggregate proceeds on sale of assets2012-11-30$4,698,812,427
Aggregate carrying amount (costs) on sale of assets2012-11-30$4,637,714,783
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-11-30No
Opinion of an independent qualified public accountant for this plan2012-11-30Unqualified
Accountancy firm name2012-11-30PRICEWATERHOUSECOOPERS
Accountancy firm EIN2012-11-30134008324
2011 : FARMERS GROUP, INC. EMPLOYEES' PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-11-30$128,238,479
Total unrealized appreciation/depreciation of assets2011-11-30$128,238,479
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-11-30$131,798,741
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-11-30$142,633,500
Total income from all sources (including contributions)2011-11-30$441,598,217
Total loss/gain on sale of assets2011-11-30$52,920,707
Total of all expenses incurred2011-11-30$97,372,438
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-11-30$89,816,020
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-11-30$178,000,000
Value of total assets at end of year2011-11-30$2,690,121,152
Value of total assets at beginning of year2011-11-30$2,356,730,132
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-11-30$7,556,418
Total income from rents2011-11-30$1,203,518
Total interest from all sources2011-11-30$70,099,720
Total dividends received (eg from common stock, registered investment company shares)2011-11-30$11,135,793
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-11-30No
Assets. Real estate other than employer real property at end of year2011-11-30$63,167,706
Assets. Real estate other than employer real property at beginning of year2011-11-30$55,532,004
Administrative expenses professional fees incurred2011-11-30$189,200
Was this plan covered by a fidelity bond2011-11-30Yes
Value of fidelity bond cover2011-11-30$30,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-11-30$0
Were there any nonexempt tranactions with any party-in-interest2011-11-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-11-30$61,650,886
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-11-30$49,621,967
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-11-30$131,645,812
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-11-30$142,450,973
Administrative expenses (other) incurred2011-11-30$4,735,962
Liabilities. Value of operating payables at end of year2011-11-30$152,929
Liabilities. Value of operating payables at beginning of year2011-11-30$182,527
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-11-30No
Value of net income/loss2011-11-30$344,225,779
Value of net assets at end of year (total assets less liabilities)2011-11-30$2,558,322,411
Value of net assets at beginning of year (total assets less liabilities)2011-11-30$2,214,096,632
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-11-30No
Were any leases to which the plan was party in default or uncollectible2011-11-30No
Investment advisory and management fees2011-11-30$2,631,256
Interest earned on other investments2011-11-30$54,077
Income. Interest from US Government securities2011-11-30$20,499,744
Income. Interest from corporate debt instruments2011-11-30$49,482,195
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-11-30$155,337,543
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-11-30$245,334,424
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-11-30$245,334,424
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-11-30$63,704
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-11-30$975,051
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-11-30$1,081,799
Asset value of US Government securities at end of year2011-11-30$741,326,521
Asset value of US Government securities at beginning of year2011-11-30$607,623,896
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-11-30Yes
Was there a failure to transmit to the plan any participant contributions2011-11-30No
Has the plan failed to provide any benefit when due under the plan2011-11-30No
Contributions received in cash from employer2011-11-30$178,000,000
Employer contributions (assets) at end of year2011-11-30$132,600,000
Employer contributions (assets) at beginning of year2011-11-30$185,300,000
Income. Dividends from common stock2011-11-30$11,135,793
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-11-30$89,816,020
Asset. Corporate debt instrument preferred debt at end of year2011-11-30$918,297,004
Asset. Corporate debt instrument preferred debt at beginning of year2011-11-30$545,224,765
Asset. Corporate debt instrument debt (other) at end of year2011-11-30$215,696,819
Asset. Corporate debt instrument debt (other) at beginning of year2011-11-30$245,592,081
Assets. Corporate common stocks other than exployer securities at end of year2011-11-30$401,069,622
Assets. Corporate common stocks other than exployer securities at beginning of year2011-11-30$421,419,196
Did the plan have assets held for investment2011-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-11-30No
Aggregate proceeds on sale of assets2011-11-30$6,969,683,231
Aggregate carrying amount (costs) on sale of assets2011-11-30$6,916,762,524
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-11-30No
Opinion of an independent qualified public accountant for this plan2011-11-30Unqualified
Accountancy firm name2011-11-30PRICEWATERHOUSECOOPERS
Accountancy firm EIN2011-11-30134008324
2010 : FARMERS GROUP, INC. EMPLOYEES' PENSION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-11-30$0

Form 5500 Responses for FARMERS GROUP, INC. EMPLOYEES' PENSION PLAN

2022: FARMERS GROUP, INC. EMPLOYEES' PENSION PLAN 2022 form 5500 responses
2022-12-01Type of plan entitySingle employer plan
2022-12-01Submission has been amendedNo
2022-12-01This submission is the final filingNo
2022-12-01This return/report is a short plan year return/report (less than 12 months)No
2022-12-01Plan is a collectively bargained planNo
2022-12-01Plan funding arrangement – InsuranceYes
2022-12-01Plan funding arrangement – TrustYes
2022-12-01Plan benefit arrangement – InsuranceYes
2022-12-01Plan benefit arrangement - TrustYes
2021: FARMERS GROUP, INC. EMPLOYEES' PENSION PLAN 2021 form 5500 responses
2021-12-01Type of plan entitySingle employer plan
2021-12-01Submission has been amendedNo
2021-12-01This submission is the final filingNo
2021-12-01This return/report is a short plan year return/report (less than 12 months)No
2021-12-01Plan is a collectively bargained planNo
2021-12-01Plan funding arrangement – InsuranceYes
2021-12-01Plan funding arrangement – TrustYes
2021-12-01Plan benefit arrangement – InsuranceYes
2021-12-01Plan benefit arrangement - TrustYes
2020: FARMERS GROUP, INC. EMPLOYEES' PENSION PLAN 2020 form 5500 responses
2020-12-01Type of plan entitySingle employer plan
2020-12-01Submission has been amendedNo
2020-12-01This submission is the final filingNo
2020-12-01This return/report is a short plan year return/report (less than 12 months)No
2020-12-01Plan is a collectively bargained planNo
2020-12-01Plan funding arrangement – InsuranceYes
2020-12-01Plan funding arrangement – TrustYes
2020-12-01Plan benefit arrangement – InsuranceYes
2020-12-01Plan benefit arrangement - TrustYes
2019: FARMERS GROUP, INC. EMPLOYEES' PENSION PLAN 2019 form 5500 responses
2019-12-01Type of plan entitySingle employer plan
2019-12-01Submission has been amendedNo
2019-12-01This submission is the final filingNo
2019-12-01This return/report is a short plan year return/report (less than 12 months)No
2019-12-01Plan is a collectively bargained planNo
2019-12-01Plan funding arrangement – InsuranceYes
2019-12-01Plan funding arrangement – TrustYes
2019-12-01Plan benefit arrangement – InsuranceYes
2019-12-01Plan benefit arrangement - TrustYes
2018: FARMERS GROUP, INC. EMPLOYEES' PENSION PLAN 2018 form 5500 responses
2018-12-01Type of plan entitySingle employer plan
2018-12-01Submission has been amendedNo
2018-12-01This submission is the final filingNo
2018-12-01This return/report is a short plan year return/report (less than 12 months)No
2018-12-01Plan is a collectively bargained planNo
2018-12-01Plan funding arrangement – InsuranceYes
2018-12-01Plan funding arrangement – TrustYes
2018-12-01Plan benefit arrangement – InsuranceYes
2018-12-01Plan benefit arrangement - TrustYes
2017: FARMERS GROUP, INC. EMPLOYEES' PENSION PLAN 2017 form 5500 responses
2017-12-01Type of plan entitySingle employer plan
2017-12-01Submission has been amendedNo
2017-12-01This submission is the final filingNo
2017-12-01This return/report is a short plan year return/report (less than 12 months)No
2017-12-01Plan is a collectively bargained planNo
2017-12-01Plan funding arrangement – InsuranceYes
2017-12-01Plan funding arrangement – TrustYes
2017-12-01Plan benefit arrangement – InsuranceYes
2017-12-01Plan benefit arrangement - TrustYes
2016: FARMERS GROUP, INC. EMPLOYEES' PENSION PLAN 2016 form 5500 responses
2016-12-01Type of plan entitySingle employer plan
2016-12-01Submission has been amendedNo
2016-12-01This submission is the final filingNo
2016-12-01This return/report is a short plan year return/report (less than 12 months)No
2016-12-01Plan is a collectively bargained planNo
2016-12-01Plan funding arrangement – InsuranceYes
2016-12-01Plan funding arrangement – TrustYes
2016-12-01Plan benefit arrangement – InsuranceYes
2016-12-01Plan benefit arrangement - TrustYes
2015: FARMERS GROUP, INC. EMPLOYEES' PENSION PLAN 2015 form 5500 responses
2015-12-01Type of plan entitySingle employer plan
2015-12-01Submission has been amendedNo
2015-12-01This submission is the final filingNo
2015-12-01This return/report is a short plan year return/report (less than 12 months)No
2015-12-01Plan is a collectively bargained planNo
2015-12-01Plan funding arrangement – InsuranceYes
2015-12-01Plan funding arrangement – TrustYes
2015-12-01Plan benefit arrangement – InsuranceYes
2015-12-01Plan benefit arrangement - TrustYes
2014: FARMERS GROUP, INC. EMPLOYEES' PENSION PLAN 2014 form 5500 responses
2014-12-01Type of plan entitySingle employer plan
2014-12-01Submission has been amendedNo
2014-12-01This submission is the final filingNo
2014-12-01This return/report is a short plan year return/report (less than 12 months)No
2014-12-01Plan is a collectively bargained planNo
2014-12-01Plan funding arrangement – InsuranceYes
2014-12-01Plan funding arrangement – TrustYes
2014-12-01Plan benefit arrangement – InsuranceYes
2014-12-01Plan benefit arrangement - TrustYes
2013: FARMERS GROUP, INC. EMPLOYEES' PENSION PLAN 2013 form 5500 responses
2013-12-01Type of plan entitySingle employer plan
2013-12-01Submission has been amendedNo
2013-12-01This submission is the final filingNo
2013-12-01This return/report is a short plan year return/report (less than 12 months)No
2013-12-01Plan is a collectively bargained planNo
2013-12-01Plan funding arrangement – InsuranceYes
2013-12-01Plan funding arrangement – TrustYes
2013-12-01Plan benefit arrangement – InsuranceYes
2013-12-01Plan benefit arrangement - TrustYes
2012: FARMERS GROUP, INC. EMPLOYEES' PENSION PLAN 2012 form 5500 responses
2012-12-01Type of plan entitySingle employer plan
2012-12-01Submission has been amendedNo
2012-12-01This submission is the final filingNo
2012-12-01This return/report is a short plan year return/report (less than 12 months)No
2012-12-01Plan is a collectively bargained planNo
2012-12-01Plan funding arrangement – InsuranceYes
2012-12-01Plan funding arrangement – TrustYes
2012-12-01Plan benefit arrangement – InsuranceYes
2012-12-01Plan benefit arrangement - TrustYes
2011: FARMERS GROUP, INC. EMPLOYEES' PENSION PLAN 2011 form 5500 responses
2011-12-01Type of plan entitySingle employer plan
2011-12-01Submission has been amendedNo
2011-12-01This submission is the final filingNo
2011-12-01This return/report is a short plan year return/report (less than 12 months)No
2011-12-01Plan is a collectively bargained planNo
2011-12-01Plan funding arrangement – InsuranceYes
2011-12-01Plan funding arrangement – TrustYes
2011-12-01Plan benefit arrangement – InsuranceYes
2011-12-01Plan benefit arrangement - TrustYes
2009: FARMERS GROUP, INC. EMPLOYEES' PENSION PLAN 2009 form 5500 responses
2009-12-01Type of plan entitySingle employer plan
2009-12-01Submission has been amendedNo
2009-12-01This submission is the final filingNo
2009-12-01This return/report is a short plan year return/report (less than 12 months)No
2009-12-01Plan is a collectively bargained planNo
2009-12-01Plan funding arrangement – InsuranceYes
2009-12-01Plan funding arrangement – TrustYes
2009-12-01Plan benefit arrangement – InsuranceYes
2009-12-01Plan benefit arrangement - TrustYes
2008: FARMERS GROUP, INC. EMPLOYEES' PENSION PLAN 2008 form 5500 responses
2008-12-01Type of plan entitySingle employer plan
2008-12-01Submission has been amendedNo
2008-12-01This submission is the final filingNo
2008-12-01This return/report is a short plan year return/report (less than 12 months)No
2008-12-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract numberAC502
Policy instance 1
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract numberAC502
Policy instance 1
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract numberAC502
Policy instance 1
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract numberAC502
Policy instance 1
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract numberAC502
Policy instance 1
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract numberAC502
Policy instance 1

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