Logo

NATIONAL FARMERS UNION UNIFORM PENSION PLAN 401k Plan overview

Plan NameNATIONAL FARMERS UNION UNIFORM PENSION PLAN
Plan identification number 001

NATIONAL FARMERS UNION UNIFORM PENSION PLAN Benefits

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

401k Sponsoring company profile

MIDWEST AGENCY, LLP has sponsored the creation of one or more 401k plans.

Company Name:MIDWEST AGENCY, LLP
Employer identification number (EIN):391933489
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NATIONAL FARMERS UNION UNIFORM PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ROB LAREW2024-09-30
0012022-01-01ROB LAREW2023-08-28
0012021-01-01ROB LAREW2022-07-10
0012020-01-01ROB LAREW2021-07-30
0012019-01-01ROB LAREW2020-05-20
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01LAURIE HARMON, AS PRACTITIONER
0012013-01-01LAURIE HARMON, AS PRACTITIONER
0012012-01-01LAURIE HARMON, AS PRACTITIONER
0012011-01-01ELOISE OWENS
0012010-01-01ELOISE OWENS
0012009-01-01ELOISE OWENS

Plan Statistics for NATIONAL FARMERS UNION UNIFORM PENSION PLAN

401k plan membership statisitcs for NATIONAL FARMERS UNION UNIFORM PENSION PLAN

Measure Date Value
2023: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0116
Total number of active participants reported on line 7a of the Form 55002023-01-015
Number of retired or separated participants receiving benefits2023-01-019
Number of other retired or separated participants entitled to future benefits2023-01-012
Total of all active and inactive participants2023-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-315,617,595
Acturial value of plan assets2022-12-315,617,595
Funding target for retired participants and beneficiaries receiving payment2022-12-312,182,312
Number of terminated vested participants2022-12-313
Fundng target for terminated vested participants2022-12-31101,187
Active participant vested funding target2022-12-311,122,575
Number of active participants2022-12-316
Total funding liabilities for active participants2022-12-311,122,575
Total participant count2022-12-3116
Total funding target for all participants2022-12-313,406,074
Balance at beginning of prior year after applicable adjustments2022-12-31722,407
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-31722,407
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-31241,946
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31255,205
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-31787,424
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-31126,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31121,794
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31177,113
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-31121,794
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-0116
Total number of active participants reported on line 7a of the Form 55002022-01-016
Number of retired or separated participants receiving benefits2022-01-017
Number of other retired or separated participants entitled to future benefits2022-01-013
Total of all active and inactive participants2022-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0116
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-315,085,800
Acturial value of plan assets2021-12-315,085,800
Funding target for retired participants and beneficiaries receiving payment2021-12-312,126,697
Number of terminated vested participants2021-12-313
Fundng target for terminated vested participants2021-12-31174,216
Active participant vested funding target2021-12-31921,390
Number of active participants2021-12-317
Total funding liabilities for active participants2021-12-31921,390
Total participant count2021-12-3116
Total funding target for all participants2021-12-313,222,303
Balance at beginning of prior year after applicable adjustments2021-12-31655,244
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-31655,244
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-31242,168
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31254,882
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-31722,407
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-31250,000
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31241,946
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31137,162
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-31241,946
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-0116
Total number of active participants reported on line 7a of the Form 55002021-01-017
Number of retired or separated participants receiving benefits2021-01-016
Number of other retired or separated participants entitled to future benefits2021-01-013
Total of all active and inactive participants2021-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-314,740,518
Acturial value of plan assets2020-12-314,740,518
Funding target for retired participants and beneficiaries receiving payment2020-12-312,240,462
Number of terminated vested participants2020-12-312
Fundng target for terminated vested participants2020-12-3169,709
Active participant vested funding target2020-12-311,109,980
Number of active participants2020-12-318
Total funding liabilities for active participants2020-12-311,109,980
Total participant count2020-12-3116
Total funding target for all participants2020-12-313,420,151
Balance at beginning of prior year after applicable adjustments2020-12-31571,716
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-31571,716
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-31242,255
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31255,385
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-31655,244
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-31250,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31242,168
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31129,169
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-31242,168
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-0116
Total number of active participants reported on line 7a of the Form 55002020-01-017
Number of retired or separated participants receiving benefits2020-01-016
Number of other retired or separated participants entitled to future benefits2020-01-013
Total of all active and inactive participants2020-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-314,188,201
Acturial value of plan assets2019-12-314,454,077
Funding target for retired participants and beneficiaries receiving payment2019-12-312,521,415
Number of terminated vested participants2019-12-312
Fundng target for terminated vested participants2019-12-3164,037
Active participant vested funding target2019-12-31671,712
Number of active participants2019-12-319
Total funding liabilities for active participants2019-12-31708,230
Total participant count2019-12-3117
Total funding target for all participants2019-12-313,293,682
Balance at beginning of prior year after applicable adjustments2019-12-31605,631
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-31605,631
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-31242,104
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31255,662
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-31571,716
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-31250,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31242,255
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31116,756
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-31242,255
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-0117
Total number of active participants reported on line 7a of the Form 55002019-01-018
Number of retired or separated participants receiving benefits2019-01-016
Number of other retired or separated participants entitled to future benefits2019-01-012
Total of all active and inactive participants2019-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-314,431,402
Acturial value of plan assets2018-12-314,256,149
Funding target for retired participants and beneficiaries receiving payment2018-12-312,554,261
Number of terminated vested participants2018-12-312
Fundng target for terminated vested participants2018-12-3158,954
Active participant vested funding target2018-12-31521,275
Number of active participants2018-12-319
Total funding liabilities for active participants2018-12-31542,790
Total participant count2018-12-3117
Total funding target for all participants2018-12-313,156,005
Balance at beginning of prior year after applicable adjustments2018-12-31536,669
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-31536,669
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-31161,830
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31171,119
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-31605,631
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-31250,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31242,104
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31146,471
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-31242,104
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-0117
Total number of active participants reported on line 7a of the Form 55002018-01-019
Number of retired or separated participants receiving benefits2018-01-016
Number of other retired or separated participants entitled to future benefits2018-01-012
Total of all active and inactive participants2018-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-314,006,250
Acturial value of plan assets2017-12-314,134,478
Funding target for retired participants and beneficiaries receiving payment2017-12-312,486,696
Number of terminated vested participants2017-12-312
Fundng target for terminated vested participants2017-12-3152,349
Active participant vested funding target2017-12-31304,431
Number of active participants2017-12-318
Total funding liabilities for active participants2017-12-31380,572
Total participant count2017-12-3116
Total funding target for all participants2017-12-312,919,617
Balance at beginning of prior year after applicable adjustments2017-12-31500,251
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-31500,251
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-31121,882
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31129,110
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-31536,669
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-31167,500
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31161,830
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31140,004
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-31161,830
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-0116
Total number of active participants reported on line 7a of the Form 55002017-01-017
Number of retired or separated participants receiving benefits2017-01-016
Number of other retired or separated participants entitled to future benefits2017-01-013
Total of all active and inactive participants2017-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-313,802,458
Acturial value of plan assets2016-12-314,145,070
Funding target for retired participants and beneficiaries receiving payment2016-12-312,169,095
Number of terminated vested participants2016-12-312
Fundng target for terminated vested participants2016-12-3147,763
Active participant vested funding target2016-12-31445,259
Number of active participants2016-12-319
Total funding liabilities for active participants2016-12-31491,211
Total participant count2016-12-3117
Total funding target for all participants2016-12-312,708,069
Balance at beginning of prior year after applicable adjustments2016-12-31522,074
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-31522,074
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-31241,217
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31256,004
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-31500,251
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-31125,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31121,882
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31142,696
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-31121,882
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
2015: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0117
Total number of active participants reported on line 7a of the Form 55002015-01-019
Number of retired or separated participants receiving benefits2015-01-016
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0116
Total number of active participants reported on line 7a of the Form 55002014-01-019
Number of retired or separated participants receiving benefits2014-01-016
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0112
Total number of active participants reported on line 7a of the Form 55002013-01-017
Number of retired or separated participants receiving benefits2013-01-016
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0112
Total number of active participants reported on line 7a of the Form 55002012-01-016
Number of retired or separated participants receiving benefits2012-01-015
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0112
Total number of active participants reported on line 7a of the Form 55002011-01-018
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0112
Total number of active participants reported on line 7a of the Form 55002010-01-018
Number of retired or separated participants receiving benefits2010-01-013
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0112
2009: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0110
Total number of active participants reported on line 7a of the Form 55002009-01-019
Number of retired or separated participants receiving benefits2009-01-013
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on NATIONAL FARMERS UNION UNIFORM PENSION PLAN

Measure Date Value
2023 : NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2023 401k financial data
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$563,036
Expenses. Total of all expenses incurred2023-12-31$277,435
Benefits paid (including direct rollovers)2023-12-31$244,867
Total plan assets at end of year2023-12-31$5,397,774
Total plan assets at beginning of year2023-12-31$5,112,173
Value of fidelity bond covering the plan2023-12-31$3,000,000
Other income received2023-12-31$563,036
Net income (gross income less expenses)2023-12-31$285,601
Net plan assets at end of year (total assets less liabilities)2023-12-31$5,397,774
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$5,112,173
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$32,568
2022 : NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-380,020
Expenses. Total of all expenses incurred2022-12-31$273,290
Benefits paid (including direct rollovers)2022-12-31$243,054
Total plan assets at end of year2022-12-31$5,112,173
Total plan assets at beginning of year2022-12-31$5,765,483
Value of fidelity bond covering the plan2022-12-31$3,000,000
Other income received2022-12-31$-506,020
Net income (gross income less expenses)2022-12-31$-653,310
Net plan assets at end of year (total assets less liabilities)2022-12-31$5,112,173
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$5,765,483
Total contributions received or receivable from employer(s)2022-12-31$126,000
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$30,236
2021 : NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$733,712
Expenses. Total of all expenses incurred2021-12-31$265,328
Benefits paid (including direct rollovers)2021-12-31$233,607
Total plan assets at end of year2021-12-31$5,765,483
Total plan assets at beginning of year2021-12-31$5,297,099
Value of fidelity bond covering the plan2021-12-31$3,000,000
Total contributions received or receivable from participants2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$483,712
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$468,384
Net plan assets at end of year (total assets less liabilities)2021-12-31$5,765,483
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$5,297,099
Total contributions received or receivable from employer(s)2021-12-31$250,000
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$31,721
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$738,789
Expenses. Total of all expenses incurred2020-12-31$244,134
Benefits paid (including direct rollovers)2020-12-31$215,632
Total plan assets at end of year2020-12-31$5,297,099
Total plan assets at beginning of year2020-12-31$4,802,444
Value of fidelity bond covering the plan2020-12-31$3,000,000
Total contributions received or receivable from participants2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$488,789
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$494,655
Net plan assets at end of year (total assets less liabilities)2020-12-31$5,297,099
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$4,802,444
Total contributions received or receivable from employer(s)2020-12-31$250,000
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$28,502
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2019 401k financial data
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$859,456
Expenses. Total of all expenses incurred2019-12-31$245,228
Benefits paid (including direct rollovers)2019-12-31$215,632
Total plan assets at end of year2019-12-31$4,802,444
Total plan assets at beginning of year2019-12-31$4,188,216
Value of fidelity bond covering the plan2019-12-31$3,000,000
Expenses. Other expenses not covered elsewhere2019-12-31$29,596
Other income received2019-12-31$609,456
Net income (gross income less expenses)2019-12-31$614,228
Net plan assets at end of year (total assets less liabilities)2019-12-31$4,802,444
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$4,188,216
Total contributions received or receivable from employer(s)2019-12-31$250,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$3,065
Expenses. Total of all expenses incurred2018-12-31$246,251
Benefits paid (including direct rollovers)2018-12-31$215,632
Total plan assets at end of year2018-12-31$4,188,216
Total plan assets at beginning of year2018-12-31$4,431,402
Value of fidelity bond covering the plan2018-12-31$3,000,000
Expenses. Other expenses not covered elsewhere2018-12-31$30,619
Other income received2018-12-31$-246,935
Net income (gross income less expenses)2018-12-31$-243,186
Net plan assets at end of year (total assets less liabilities)2018-12-31$4,188,216
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$4,431,402
Total contributions received or receivable from employer(s)2018-12-31$250,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2017 401k financial data
Total income from all sources2017-12-31$674,278
Expenses. Total of all expenses incurred2017-12-31$249,126
Benefits paid (including direct rollovers)2017-12-31$215,632
Total plan assets at end of year2017-12-31$4,431,402
Total plan assets at beginning of year2017-12-31$4,006,250
Value of fidelity bond covering the plan2017-12-31$3,000,000
Expenses. Other expenses not covered elsewhere2017-12-31$33,494
Other income received2017-12-31$506,778
Net income (gross income less expenses)2017-12-31$425,152
Net plan assets at end of year (total assets less liabilities)2017-12-31$4,431,402
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$4,006,250
Total contributions received or receivable from employer(s)2017-12-31$167,500
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2015 : NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2015 401k financial data
Total income from all sources2015-12-31$85,563
Expenses. Total of all expenses incurred2015-12-31$225,357
Total plan assets at end of year2015-12-31$3,802,458
Total plan assets at beginning of year2015-12-31$3,942,252
Value of fidelity bond covering the plan2015-12-31$3,000,000
Other income received2015-12-31$-164,437
Net income (gross income less expenses)2015-12-31$-139,794
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,802,458
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,942,252
Total contributions received or receivable from employer(s)2015-12-31$250,000
Value of corrective distributions2015-12-31$188,752
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$36,605
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2014 401k financial data
Total income from all sources2014-12-31$357,125
Expenses. Total of all expenses incurred2014-12-31$211,896
Benefits paid (including direct rollovers)2014-12-31$188,752
Total plan assets at end of year2014-12-31$3,942,252
Total plan assets at beginning of year2014-12-31$3,797,023
Value of fidelity bond covering the plan2014-12-31$3,000,000
Other income received2014-12-31$109,525
Net income (gross income less expenses)2014-12-31$145,229
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,942,252
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,797,023
Total contributions received or receivable from employer(s)2014-12-31$247,600
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$23,144
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2013 401k financial data
Total plan liabilities at beginning of year2013-12-31$28
Total income from all sources2013-12-31$672,095
Expenses. Total of all expenses incurred2013-12-31$208,580
Benefits paid (including direct rollovers)2013-12-31$179,729
Total plan assets at end of year2013-12-31$3,797,023
Total plan assets at beginning of year2013-12-31$3,333,536
Value of fidelity bond covering the plan2013-12-31$3,000,000
Expenses. Other expenses not covered elsewhere2013-12-31$28,851
Other income received2013-12-31$422,095
Net income (gross income less expenses)2013-12-31$463,515
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,797,023
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,333,508
Total contributions received or receivable from employer(s)2013-12-31$250,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$28
Total plan liabilities at beginning of year2012-12-31$487
Total income from all sources2012-12-31$577,052
Expenses. Total of all expenses incurred2012-12-31$105,820
Benefits paid (including direct rollovers)2012-12-31$88,020
Total plan assets at end of year2012-12-31$3,333,536
Total plan assets at beginning of year2012-12-31$2,862,763
Value of fidelity bond covering the plan2012-12-31$3,000,000
Expenses. Other expenses not covered elsewhere2012-12-31$17,800
Other income received2012-12-31$327,052
Net income (gross income less expenses)2012-12-31$471,232
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,333,508
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,862,276
Total contributions received or receivable from employer(s)2012-12-31$250,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$487
Total plan liabilities at beginning of year2011-12-31$1,528
Total income from all sources2011-12-31$446,139
Expenses. Total of all expenses incurred2011-12-31$351,796
Benefits paid (including direct rollovers)2011-12-31$31,698
Total plan assets at end of year2011-12-31$2,862,763
Total plan assets at beginning of year2011-12-31$2,769,461
Value of fidelity bond covering the plan2011-12-31$3,000,000
Other income received2011-12-31$246,139
Net income (gross income less expenses)2011-12-31$94,343
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,862,276
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,767,933
Total contributions received or receivable from employer(s)2011-12-31$200,000
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$320,098
2010 : NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$1,528
Total plan liabilities at beginning of year2010-12-31$1,226
Total income from all sources2010-12-31$613,547
Expenses. Total of all expenses incurred2010-12-31$52,997
Benefits paid (including direct rollovers)2010-12-31$31,698
Total plan assets at end of year2010-12-31$2,769,461
Total plan assets at beginning of year2010-12-31$2,208,609
Value of fidelity bond covering the plan2010-12-31$3,000,000
Other income received2010-12-31$263,547
Net income (gross income less expenses)2010-12-31$560,550
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,767,933
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,207,383
Total contributions received or receivable from employer(s)2010-12-31$350,000
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$21,299

Form 5500 Responses for NATIONAL FARMERS UNION UNIFORM PENSION PLAN

2023: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2015: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1