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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).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

FARMERS EDUCATIONAL & COOP UNION OF AMERICA NORTH DAKOTA DIVISION has sponsored the creation of one or more 401k plans.

Company Name:FARMERS EDUCATIONAL & COOP UNION OF AMERICA NORTH DAKOTA DIVISION
Employer identification number (EIN):450130613
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

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
0012023-01-01
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01TANIA FALK
0012016-01-01TANIA FALK
0012015-01-01MARK WATNE
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-year2023-01-01125
Total number of active participants reported on line 7a of the Form 55002023-01-0143
Number of retired or separated participants receiving benefits2023-01-0150
Number of other retired or separated participants entitled to future benefits2023-01-0129
Total of all active and inactive participants2023-01-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0110
Total participants2023-01-01132
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 assets2022-12-3114,868,564
Acturial value of plan assets2022-12-3114,584,728
Funding target for retired participants and beneficiaries receiving payment2022-12-316,921,060
Number of terminated vested participants2022-12-3127
Fundng target for terminated vested participants2022-12-31887,181
Active participant vested funding target2022-12-313,485,032
Number of active participants2022-12-3139
Total funding liabilities for active participants2022-12-313,633,906
Total participant count2022-12-31125
Total funding target for all participants2022-12-3111,442,147
Balance at beginning of prior year after applicable adjustments2022-12-31817,558
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 balance2022-12-31817,558
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-31937,627
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31990,040
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 year2022-12-31868,001
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-31800,000
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 date2022-12-31746,760
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 cost2022-12-31512,182
Net shortfall amortization installment of oustanding balance2022-12-310
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 year2022-12-31746,760
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01125
Total number of active participants reported on line 7a of the Form 55002022-01-0137
Number of retired or separated participants receiving benefits2022-01-0152
Number of other retired or separated participants entitled to future benefits2022-01-0128
Total of all active and inactive participants2022-01-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-018
Total participants2022-01-01125
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 assets2021-12-3113,836,008
Acturial value of plan assets2021-12-3113,140,974
Funding target for retired participants and beneficiaries receiving payment2021-12-317,037,380
Number of terminated vested participants2021-12-3123
Fundng target for terminated vested participants2021-12-31663,451
Active participant vested funding target2021-12-313,091,022
Number of active participants2021-12-3142
Total funding liabilities for active participants2021-12-313,223,575
Total participant count2021-12-31124
Total funding target for all participants2021-12-3110,924,406
Balance at beginning of prior year after applicable adjustments2021-12-31748,405
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 balance2021-12-31748,405
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-31563,191
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31593,434
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 year2021-12-31817,558
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-311,000,000
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 date2021-12-31937,627
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 cost2021-12-31429,801
Net shortfall amortization installment of oustanding balance2021-12-310
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 year2021-12-31937,627
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01124
Total number of active participants reported on line 7a of the Form 55002021-01-0139
Number of retired or separated participants receiving benefits2021-01-0151
Number of other retired or separated participants entitled to future benefits2021-01-0127
Total of all active and inactive participants2021-01-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-018
Total participants2021-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-3112,873,333
Acturial value of plan assets2020-12-3112,436,929
Funding target for retired participants and beneficiaries receiving payment2020-12-316,993,849
Number of terminated vested participants2020-12-3123
Fundng target for terminated vested participants2020-12-31670,387
Active participant vested funding target2020-12-313,030,113
Number of active participants2020-12-3138
Total funding liabilities for active participants2020-12-313,129,282
Total participant count2020-12-31119
Total funding target for all participants2020-12-3110,793,518
Balance at beginning of prior year after applicable adjustments2020-12-31633,490
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 balance2020-12-31633,490
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-31744,267
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31785,276
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 year2020-12-31748,405
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-31600,000
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 date2020-12-31563,191
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 cost2020-12-31359,826
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 year2020-12-31563,191
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01119
Total number of active participants reported on line 7a of the Form 55002020-01-0139
Number of retired or separated participants receiving benefits2020-01-0152
Number of other retired or separated participants entitled to future benefits2020-01-0123
Total of all active and inactive participants2020-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-017
Total participants2020-01-01121
Number of participants with account balances2020-01-010
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 assets2019-12-3110,938,359
Acturial value of plan assets2019-12-3111,525,304
Funding target for retired participants and beneficiaries receiving payment2019-12-316,972,242
Number of terminated vested participants2019-12-3124
Fundng target for terminated vested participants2019-12-31452,424
Active participant vested funding target2019-12-312,774,318
Number of active participants2019-12-3139
Total funding liabilities for active participants2019-12-312,891,693
Total participant count2019-12-31119
Total funding target for all participants2019-12-3110,316,359
Balance at beginning of prior year after applicable adjustments2019-12-31669,439
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 balance2019-12-31669,439
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-31742,904
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31785,101
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 year2019-12-31633,490
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-31800,000
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 date2019-12-31744,267
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 cost2019-12-31432,678
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 year2019-12-31744,267
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01119
Total number of active participants reported on line 7a of the Form 55002019-01-0138
Number of retired or separated participants receiving benefits2019-01-0151
Number of other retired or separated participants entitled to future benefits2019-01-0123
Total of all active and inactive participants2019-01-01112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-017
Total participants2019-01-01119
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-3111,417,636
Acturial value of plan assets2018-12-3110,921,726
Funding target for retired participants and beneficiaries receiving payment2018-12-315,981,843
Number of terminated vested participants2018-12-3127
Fundng target for terminated vested participants2018-12-31747,069
Active participant vested funding target2018-12-312,899,110
Number of active participants2018-12-3136
Total funding liabilities for active participants2018-12-312,915,337
Total participant count2018-12-31114
Total funding target for all participants2018-12-319,644,249
Balance at beginning of prior year after applicable adjustments2018-12-31584,255
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 balance2018-12-31584,255
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-31739,980
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31783,417
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 year2018-12-31669,439
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-31800,000
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 date2018-12-31742,904
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 cost2018-12-31300,910
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 year2018-12-31742,904
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01114
Total number of active participants reported on line 7a of the Form 55002018-01-0137
Number of retired or separated participants receiving benefits2018-01-0148
Number of other retired or separated participants entitled to future benefits2018-01-0124
Total of all active and inactive participants2018-01-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-018
Total participants2018-01-01117
Number of participants with account balances2018-01-010
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 assets2017-12-319,902,072
Acturial value of plan assets2017-12-3110,239,946
Funding target for retired participants and beneficiaries receiving payment2017-12-315,677,789
Number of terminated vested participants2017-12-3126
Fundng target for terminated vested participants2017-12-31690,271
Active participant vested funding target2017-12-312,825,133
Number of active participants2017-12-3134
Total funding liabilities for active participants2017-12-312,842,532
Total participant count2017-12-31111
Total funding target for all participants2017-12-319,210,592
Balance at beginning of prior year after applicable adjustments2017-12-31549,060
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 balance2017-12-31549,060
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-31820,951
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31870,619
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 year2017-12-31584,255
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-31800,000
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 date2017-12-31739,980
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
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 cost2017-12-31328,834
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 year2017-12-31739,980
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01111
Total number of active participants reported on line 7a of the Form 55002017-01-0136
Number of retired or separated participants receiving benefits2017-01-0144
Number of other retired or separated participants entitled to future benefits2017-01-0127
Total of all active and inactive participants2017-01-01107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-017
Total participants2017-01-01114
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 assets2016-12-318,637,145
Acturial value of plan assets2016-12-319,407,977
Funding target for retired participants and beneficiaries receiving payment2016-12-315,926,317
Number of terminated vested participants2016-12-3121
Fundng target for terminated vested participants2016-12-31522,464
Active participant vested funding target2016-12-312,669,582
Number of active participants2016-12-3139
Total funding liabilities for active participants2016-12-312,739,141
Total participant count2016-12-31112
Total funding target for all participants2016-12-319,187,922
Balance at beginning of prior year after applicable adjustments2016-12-31573,251
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 balance2016-12-31573,251
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-31696,141
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31738,884
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 year2016-12-31549,060
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-311,335,494
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 date2016-12-311,260,554
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
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 cost2016-12-31356,943
Net shortfall amortization installment of oustanding balance2016-12-31112,095
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31439,603
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31439,603
Contributions allocatedtoward minimum required contributions for current year2016-12-311,260,554
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01116
Total number of active participants reported on line 7a of the Form 55002016-01-0139
Number of retired or separated participants receiving benefits2016-01-0142
Number of other retired or separated participants entitled to future benefits2016-01-0121
Total of all active and inactive participants2016-01-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0110
Total participants2016-01-01112
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01113
Total number of active participants reported on line 7a of the Form 55002015-01-0141
Number of retired or separated participants receiving benefits2015-01-0146
Number of other retired or separated participants entitled to future benefits2015-01-0120
Total of all active and inactive participants2015-01-01107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-018
Total participants2015-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01111
Total number of active participants reported on line 7a of the Form 55002014-01-0136
Number of retired or separated participants receiving benefits2014-01-0144
Number of other retired or separated participants entitled to future benefits2014-01-0124
Total of all active and inactive participants2014-01-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-018
Total participants2014-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01112
Total number of active participants reported on line 7a of the Form 55002013-01-0132
Number of retired or separated participants receiving benefits2013-01-0143
Number of other retired or separated participants entitled to future benefits2013-01-0125
Total of all active and inactive participants2013-01-01100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0110
Total participants2013-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01116
Total number of active participants reported on line 7a of the Form 55002012-01-0130
Number of retired or separated participants receiving benefits2012-01-0146
Number of other retired or separated participants entitled to future benefits2012-01-0124
Total of all active and inactive participants2012-01-01100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0112
Total participants2012-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015
2011: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01114
Total number of active participants reported on line 7a of the Form 55002011-01-0145
Number of retired or separated participants receiving benefits2011-01-0142
Number of other retired or separated participants entitled to future benefits2011-01-0118
Total of all active and inactive participants2011-01-01105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0112
Total participants2011-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01114
Total number of active participants reported on line 7a of the Form 55002010-01-0142
Number of retired or separated participants receiving benefits2010-01-0143
Number of other retired or separated participants entitled to future benefits2010-01-0118
Total of all active and inactive participants2010-01-01103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0110
Total participants2010-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-013
2009: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01112
Total number of active participants reported on line 7a of the Form 55002009-01-0148
Number of retired or separated participants receiving benefits2009-01-0139
Number of other retired or separated participants entitled to future benefits2009-01-0117
Total of all active and inactive participants2009-01-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0110
Total participants2009-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on NATIONAL FARMERS UNION UNIFORM PENSION PLAN

Measure Date Value
2023 : NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$165,545
Total unrealized appreciation/depreciation of assets2023-12-31$165,545
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$14,079
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$2,227,934
Total loss/gain on sale of assets2023-12-31$55,597
Total of all expenses incurred2023-12-31$796,287
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$649,789
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$800,000
Value of total assets at end of year2023-12-31$12,866,996
Value of total assets at beginning of year2023-12-31$11,421,270
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$146,498
Total interest from all sources2023-12-31$114,300
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$222,725
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$222,725
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$23,087
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$14,079
Administrative expenses (other) incurred2023-12-31$47,296
Total non interest bearing cash at end of year2023-12-31$6,773
Total non interest bearing cash at beginning of year2023-12-31$13,212
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$1,431,647
Value of net assets at end of year (total assets less liabilities)2023-12-31$12,852,917
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$11,421,270
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$14,781
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$5,918,831
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$5,737,128
Income. Interest from corporate debt instruments2023-12-31$113,547
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$300,128
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$152,643
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$152,643
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$753
Asset value of US Government securities at end of year2023-12-31$3,212,661
Asset value of US Government securities at beginning of year2023-12-31$2,003,137
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$869,767
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31Yes
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$800,000
Employer contributions (assets) at end of year2023-12-31$600,000
Employer contributions (assets) at beginning of year2023-12-31$600,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$649,789
Asset. Corporate debt instrument preferred debt at end of year2023-12-31$1,860,579
Asset. Corporate debt instrument preferred debt at beginning of year2023-12-31$2,290,054
Asset. Corporate debt instrument debt (other) at end of year2023-12-31$944,937
Asset. Corporate debt instrument debt (other) at beginning of year2023-12-31$625,096
Contract administrator fees2023-12-31$66,071
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$2,301,301
Aggregate carrying amount (costs) on sale of assets2023-12-31$2,245,704
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31BRADY MARTZ AND ASSOCIATES
Accountancy firm EIN2023-12-31450310328
2022 : NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-1,304,738
Total unrealized appreciation/depreciation of assets2022-12-31$-1,304,738
Total transfer of assets to this plan2022-12-31$232,799
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,835,055
Total loss/gain on sale of assets2022-12-31$-995,495
Total of all expenses incurred2022-12-31$859,202
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$753,056
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$800,000
Value of total assets at end of year2022-12-31$11,421,270
Value of total assets at beginning of year2022-12-31$14,882,728
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$106,146
Total interest from all sources2022-12-31$101,205
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$584,768
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$584,768
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$0
Administrative expenses (other) incurred2022-12-31$36,032
Total non interest bearing cash at end of year2022-12-31$13,212
Total non interest bearing cash at beginning of year2022-12-31$65,892
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-3,694,257
Value of net assets at end of year (total assets less liabilities)2022-12-31$11,421,270
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$14,882,728
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$14,097
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$5,737,128
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$7,359,659
Income. Interest from corporate debt instruments2022-12-31$100,895
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$152,643
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$270,713
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$270,713
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$310
Asset value of US Government securities at end of year2022-12-31$2,003,137
Asset value of US Government securities at beginning of year2022-12-31$2,902,426
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,020,795
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$800,000
Employer contributions (assets) at end of year2022-12-31$600,000
Employer contributions (assets) at beginning of year2022-12-31$600,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$753,056
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$2,290,054
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$3,081,577
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$625,096
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$602,461
Contract administrator fees2022-12-31$56,017
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$3,178,133
Aggregate carrying amount (costs) on sale of assets2022-12-31$4,173,628
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BRADY MARTZ AND ASSOCIATES
Accountancy firm EIN2022-12-31450310328
2021 : NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$68,139
Total unrealized appreciation/depreciation of assets2021-12-31$68,139
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Expenses. Interest paid2021-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,822,406
Total loss/gain on sale of assets2021-12-31$-505,487
Total of all expenses incurred2021-12-31$787,084
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$698,747
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,000,000
Value of total assets at end of year2021-12-31$14,882,728
Value of total assets at beginning of year2021-12-31$13,847,406
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$88,337
Total income from rents2021-12-31$0
Total interest from all sources2021-12-31$58,948
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$669,526
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$669,526
Administrative expenses professional fees incurred2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$10,526
Total non interest bearing cash at end of year2021-12-31$65,892
Total non interest bearing cash at beginning of year2021-12-31$66,365
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$1,035,322
Value of net assets at end of year (total assets less liabilities)2021-12-31$14,882,728
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$13,847,406
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$16,076
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$7,359,659
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$6,936,267
Interest on participant loans2021-12-31$0
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$0
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$58,918
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$270,713
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$480,028
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$480,028
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$30
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Asset value of US Government securities at end of year2021-12-31$2,902,426
Asset value of US Government securities at beginning of year2021-12-31$4,477,008
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$531,280
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$0
Net gain/loss from 103.12 investment entities2021-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,000,000
Employer contributions (assets) at end of year2021-12-31$600,000
Employer contributions (assets) at beginning of year2021-12-31$400,000
Income. Dividends from preferred stock2021-12-31$0
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$698,747
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$3,081,577
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$1,004,878
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$602,461
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$482,860
Contract administrator fees2021-12-31$61,735
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$4,691,491
Aggregate carrying amount (costs) on sale of assets2021-12-31$5,196,978
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31BRADY MARTZ AND ASSOCIATES
Accountancy firm EIN2021-12-31450310328
2020 : NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2020 401k financial data
Total income from all sources2020-12-31$1,730,468
Expenses. Total of all expenses incurred2020-12-31$771,944
Benefits paid (including direct rollovers)2020-12-31$698,002
Total plan assets at end of year2020-12-31$13,847,406
Total plan assets at beginning of year2020-12-31$12,888,882
Value of fidelity bond covering the plan2020-12-31$1,500,000
Expenses. Other expenses not covered elsewhere2020-12-31$9,917
Contributions received from other sources (not participants or employers)2020-12-31$794,274
Other income received2020-12-31$331,268
Net income (gross income less expenses)2020-12-31$958,524
Net plan assets at end of year (total assets less liabilities)2020-12-31$13,847,406
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$12,888,882
Total contributions received or receivable from employer(s)2020-12-31$604,926
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$64,025
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 income from all sources2019-12-31$2,712,200
Expenses. Total of all expenses incurred2019-12-31$777,212
Benefits paid (including direct rollovers)2019-12-31$672,598
Total plan assets at end of year2019-12-31$12,888,882
Total plan assets at beginning of year2019-12-31$10,953,894
Value of fidelity bond covering the plan2019-12-31$1,500,000
Expenses. Other expenses not covered elsewhere2019-12-31$57,047
Other income received2019-12-31$1,912,200
Net income (gross income less expenses)2019-12-31$1,934,988
Net plan assets at end of year (total assets less liabilities)2019-12-31$12,888,882
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$10,953,894
Total contributions received or receivable from employer(s)2019-12-31$800,000
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$47,567
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 income from all sources2018-12-31$222,138
Expenses. Total of all expenses incurred2018-12-31$703,119
Benefits paid (including direct rollovers)2018-12-31$642,734
Total plan assets at end of year2018-12-31$10,353,894
Total plan assets at beginning of year2018-12-31$10,834,875
Value of fidelity bond covering the plan2018-12-31$1,500,000
Expenses. Other expenses not covered elsewhere2018-12-31$12,350
Other income received2018-12-31$-581,502
Noncash contributions received2018-12-31$3,640
Net income (gross income less expenses)2018-12-31$-480,981
Net plan assets at end of year (total assets less liabilities)2018-12-31$10,353,894
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$10,834,875
Total contributions received or receivable from employer(s)2018-12-31$800,000
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$48,035
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$2,159,698
Expenses. Total of all expenses incurred2017-12-31$642,682
Benefits paid (including direct rollovers)2017-12-31$550,945
Total plan assets at end of year2017-12-31$10,834,875
Total plan assets at beginning of year2017-12-31$9,317,859
Value of fidelity bond covering the plan2017-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2017-12-31$49,615
Other income received2017-12-31$1,359,698
Net income (gross income less expenses)2017-12-31$1,517,016
Net plan assets at end of year (total assets less liabilities)2017-12-31$10,834,875
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$9,317,859
Total contributions received or receivable from employer(s)2017-12-31$800,000
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$42,122
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2016 401k financial data
Total income from all sources2016-12-31$1,288,544
Expenses. Total of all expenses incurred2016-12-31$607,830
Benefits paid (including direct rollovers)2016-12-31$526,941
Total plan assets at end of year2016-12-31$9,317,859
Total plan assets at beginning of year2016-12-31$8,637,145
Value of fidelity bond covering the plan2016-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2016-12-31$64,860
Other income received2016-12-31$553,050
Net income (gross income less expenses)2016-12-31$680,714
Net plan assets at end of year (total assets less liabilities)2016-12-31$9,317,859
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$8,637,145
Total contributions received or receivable from employer(s)2016-12-31$735,494
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$16,029
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2015 401k financial data
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$435,062
Expenses. Total of all expenses incurred2015-12-31$649,624
Benefits paid (including direct rollovers)2015-12-31$538,088
Total plan assets at end of year2015-12-31$8,637,145
Total plan assets at beginning of year2015-12-31$8,851,707
Value of fidelity bond covering the plan2015-12-31$3,000,000
Expenses. Other expenses not covered elsewhere2015-12-31$111,536
Other income received2015-12-31$-371,938
Net income (gross income less expenses)2015-12-31$-214,562
Net plan assets at end of year (total assets less liabilities)2015-12-31$8,637,145
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$8,851,707
Total contributions received or receivable from employer(s)2015-12-31$807,000
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 plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$2,557
Total income from all sources2014-12-31$918,155
Expenses. Total of all expenses incurred2014-12-31$605,953
Benefits paid (including direct rollovers)2014-12-31$537,141
Total plan assets at end of year2014-12-31$8,851,707
Total plan assets at beginning of year2014-12-31$8,542,062
Value of fidelity bond covering the plan2014-12-31$3,000,000
Other income received2014-12-31$246,155
Net income (gross income less expenses)2014-12-31$312,202
Net plan assets at end of year (total assets less liabilities)2014-12-31$8,851,707
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$8,539,505
Total contributions received or receivable from employer(s)2014-12-31$672,000
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$68,812
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 end of year2013-12-31$2,557
Total plan liabilities at beginning of year2013-12-31$64
Total income from all sources2013-12-31$1,537,018
Expenses. Total of all expenses incurred2013-12-31$597,819
Benefits paid (including direct rollovers)2013-12-31$539,041
Total plan assets at end of year2013-12-31$8,542,062
Total plan assets at beginning of year2013-12-31$7,600,370
Value of fidelity bond covering the plan2013-12-31$3,000,000
Expenses. Other expenses not covered elsewhere2013-12-31$58,778
Other income received2013-12-31$955,018
Net income (gross income less expenses)2013-12-31$939,199
Net plan assets at end of year (total assets less liabilities)2013-12-31$8,539,505
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$7,600,306
Total contributions received or receivable from employer(s)2013-12-31$582,000
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$64
Total plan liabilities at beginning of year2012-12-31$1,185
Total income from all sources2012-12-31$1,165,771
Expenses. Total of all expenses incurred2012-12-31$533,753
Benefits paid (including direct rollovers)2012-12-31$477,645
Total plan assets at end of year2012-12-31$7,600,370
Total plan assets at beginning of year2012-12-31$6,969,473
Value of fidelity bond covering the plan2012-12-31$3,000,000
Expenses. Other expenses not covered elsewhere2012-12-31$56,108
Other income received2012-12-31$769,771
Net income (gross income less expenses)2012-12-31$632,018
Net plan assets at end of year (total assets less liabilities)2012-12-31$7,600,306
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$6,968,288
Total contributions received or receivable from employer(s)2012-12-31$396,000
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$1,185
Total plan liabilities at beginning of year2011-12-31$3,902
Total income from all sources2011-12-31$1,080,103
Expenses. Total of all expenses incurred2011-12-31$1,183,015
Benefits paid (including direct rollovers)2011-12-31$377,719
Total plan assets at end of year2011-12-31$6,969,473
Total plan assets at beginning of year2011-12-31$7,075,102
Value of fidelity bond covering the plan2011-12-31$3,000,000
Other income received2011-12-31$616,999
Net income (gross income less expenses)2011-12-31$-102,912
Net plan assets at end of year (total assets less liabilities)2011-12-31$6,968,288
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$7,071,200
Total contributions received or receivable from employer(s)2011-12-31$463,104
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$805,296
2010 : NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$3,902
Total plan liabilities at beginning of year2010-12-31$3,517
Total income from all sources2010-12-31$1,058,982
Expenses. Total of all expenses incurred2010-12-31$321,202
Benefits paid (including direct rollovers)2010-12-31$277,368
Total plan assets at end of year2010-12-31$7,075,102
Total plan assets at beginning of year2010-12-31$6,336,937
Value of fidelity bond covering the plan2010-12-31$3,000,000
Other income received2010-12-31$706,982
Net income (gross income less expenses)2010-12-31$737,780
Net plan assets at end of year (total assets less liabilities)2010-12-31$7,071,200
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$6,333,420
Total contributions received or receivable from employer(s)2010-12-31$352,000
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$43,834

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 – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
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 – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
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 – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
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 – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan 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

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number13174
Policy instance 1
Insurance contract or identification number13174
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number13174
Policy instance 1
Insurance contract or identification number13174
Number of Individuals Covered119
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number13174
Policy instance 1
Insurance contract or identification number13174
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number13146
Policy instance 1
Insurance contract or identification number13146
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker name

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