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RETIREMENT PLAN OF TENNESSEE FARM BUREAU FEDERATION 401k Plan overview

Plan NameRETIREMENT PLAN OF TENNESSEE FARM BUREAU FEDERATION
Plan identification number 001

RETIREMENT PLAN OF TENNESSEE FARM BUREAU FEDERATION 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

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

Company Name:TENNESSEE FARM BUREAU FEDERATION
Employer identification number (EIN):620380840
NAIC Classification:524140

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN OF TENNESSEE FARM BUREAU FEDERATION

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JERRY COOK2024-10-15 ERIC MAYBERRY2024-10-15
0012022-01-01JERRY COOK2023-10-13 ERIC MAYBERRY2023-10-13
0012021-01-01JERRY COOK2022-10-04 ERIC MAYBERRY2022-10-10
0012020-01-01JERRY COOK2021-10-11 JEFFREY AIKEN2021-10-11
0012019-01-01JERRY COOK2020-10-13 JEFFREY AIKEN2020-10-13
0012018-01-01JERRY COOK2019-10-07 JEFFREY AIKEN2019-10-08
0012017-01-01
0012016-01-01WAYNE HARRIS JEFFREY AIKEN2017-10-12
0012015-01-01WAYNE HARRIS JEFFREY AIKEN2016-10-03
0012014-01-01WAYNE HARRIS W. LACY UPCHURCH2015-09-28
0012013-01-01WAYNE HARRIS W. LACY UPCHURCH2014-10-06
0012012-01-01WAYNE HARRIS W. LACY UPCHURCH2013-10-04
0012011-01-01WAYNE HARRIS W. LACY UPCHURCH2012-10-09
0012010-01-01WAYNE HARRIS W. LACY UPCHURCH2011-10-05
0012009-01-01WAYNE HARRIS W. LACY UPCHURCH2010-10-11

Plan Statistics for RETIREMENT PLAN OF TENNESSEE FARM BUREAU FEDERATION

401k plan membership statisitcs for RETIREMENT PLAN OF TENNESSEE FARM BUREAU FEDERATION

Measure Date Value
2023: RETIREMENT PLAN OF TENNESSEE FARM BUREAU FEDERATION 2023 401k membership
Total participants, beginning-of-year2023-01-01155
Total number of active participants reported on line 7a of the Form 55002023-01-0164
Number of retired or separated participants receiving benefits2023-01-0167
Number of other retired or separated participants entitled to future benefits2023-01-0113
Total of all active and inactive participants2023-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0113
Total participants2023-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: RETIREMENT PLAN OF TENNESSEE FARM BUREAU FEDERATION 2022 401k membership
Market value of plan assets2022-12-3158,884,592
Acturial value of plan assets2022-12-3156,153,814
Funding target for retired participants and beneficiaries receiving payment2022-12-3119,886,306
Number of terminated vested participants2022-12-3120
Fundng target for terminated vested participants2022-12-311,514,955
Active participant vested funding target2022-12-3111,076,370
Number of active participants2022-12-3164
Total funding liabilities for active participants2022-12-3111,979,081
Total participant count2022-12-31155
Total funding target for all participants2022-12-3133,380,342
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-3114,970,249
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 balance2022-12-310
Amount remaining of prefunding balance2022-12-3114,970,249
Present value of excess contributions2022-12-311,929,354
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-312,039,134
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 year2022-12-310
Balance of prefunding at beginning of current year2022-12-3116,374,458
Total employer contributions2022-12-312,000,000
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 date2022-12-311,931,270
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 cost2022-12-311,007,427
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 year2022-12-311,931,270
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01155
Total number of active participants reported on line 7a of the Form 55002022-01-0162
Number of retired or separated participants receiving benefits2022-01-0165
Number of other retired or separated participants entitled to future benefits2022-01-0116
Total of all active and inactive participants2022-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0112
Total participants2022-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: RETIREMENT PLAN OF TENNESSEE FARM BUREAU FEDERATION 2021 401k membership
Market value of plan assets2021-12-3153,552,937
Acturial value of plan assets2021-12-3149,095,094
Funding target for retired participants and beneficiaries receiving payment2021-12-3119,963,099
Number of terminated vested participants2021-12-3120
Fundng target for terminated vested participants2021-12-311,191,532
Active participant vested funding target2021-12-3110,379,128
Number of active participants2021-12-3168
Total funding liabilities for active participants2021-12-3111,127,661
Total participant count2021-12-31161
Total funding target for all participants2021-12-3132,282,292
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-3112,883,175
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 balance2021-12-310
Amount remaining of prefunding balance2021-12-3112,883,175
Present value of excess contributions2021-12-31539,637
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31569,371
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 year2021-12-310
Balance of prefunding at beginning of current year2021-12-3114,970,249
Total employer contributions2021-12-312,000,000
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 date2021-12-311,929,354
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 cost2021-12-31956,631
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 year2021-12-311,929,354
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01161
Total number of active participants reported on line 7a of the Form 55002021-01-0164
Number of retired or separated participants receiving benefits2021-01-0163
Number of other retired or separated participants entitled to future benefits2021-01-0117
Total of all active and inactive participants2021-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0111
Total participants2021-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: RETIREMENT PLAN OF TENNESSEE FARM BUREAU FEDERATION 2020 401k membership
Market value of plan assets2020-12-3146,048,438
Acturial value of plan assets2020-12-3144,483,330
Funding target for retired participants and beneficiaries receiving payment2020-12-3117,986,516
Number of terminated vested participants2020-12-3113
Fundng target for terminated vested participants2020-12-31851,948
Active participant vested funding target2020-12-3111,868,755
Number of active participants2020-12-3179
Total funding liabilities for active participants2020-12-3112,592,182
Total participant count2020-12-31162
Total funding target for all participants2020-12-3131,430,646
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-3111,093,753
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 balance2020-12-310
Amount remaining of prefunding balance2020-12-3111,093,753
Present value of excess contributions2020-12-31915,917
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31967,758
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 year2020-12-310
Balance of prefunding at beginning of current year2020-12-3112,883,175
Total employer contributions2020-12-311,500,000
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 date2020-12-311,442,495
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 cost2020-12-311,072,367
Net shortfall amortization installment of oustanding balance2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-31902,858
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-31902,858
Contributions allocatedtoward minimum required contributions for current year2020-12-311,442,495
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01162
Total number of active participants reported on line 7a of the Form 55002020-01-0168
Number of retired or separated participants receiving benefits2020-01-0163
Number of other retired or separated participants entitled to future benefits2020-01-0117
Total of all active and inactive participants2020-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0113
Total participants2020-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-014
2019: RETIREMENT PLAN OF TENNESSEE FARM BUREAU FEDERATION 2019 401k membership
Market value of plan assets2019-12-3139,992,212
Acturial value of plan assets2019-12-3141,323,946
Funding target for retired participants and beneficiaries receiving payment2019-12-3115,588,018
Number of terminated vested participants2019-12-3112
Fundng target for terminated vested participants2019-12-31760,983
Active participant vested funding target2019-12-3111,968,683
Number of active participants2019-12-3183
Total funding liabilities for active participants2019-12-3112,686,516
Total participant count2019-12-31162
Total funding target for all participants2019-12-3129,035,517
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3111,285,608
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-3111,285,608
Present value of excess contributions2019-12-31867,603
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31918,184
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 year2019-12-310
Balance of prefunding at beginning of current year2019-12-3111,093,753
Total employer contributions2019-12-31950,000
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 date2019-12-31915,917
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 cost2019-12-31941,294
Net shortfall amortization installment of oustanding balance2019-12-310
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 year2019-12-31915,917
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01162
Total number of active participants reported on line 7a of the Form 55002019-01-0179
Number of retired or separated participants receiving benefits2019-01-0161
Number of other retired or separated participants entitled to future benefits2019-01-0110
Total of all active and inactive participants2019-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0112
Total participants2019-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: RETIREMENT PLAN OF TENNESSEE FARM BUREAU FEDERATION 2018 401k membership
Market value of plan assets2018-12-3141,101,693
Acturial value of plan assets2018-12-3139,465,920
Funding target for retired participants and beneficiaries receiving payment2018-12-3115,444,144
Number of terminated vested participants2018-12-3112
Fundng target for terminated vested participants2018-12-31643,800
Active participant vested funding target2018-12-3110,474,034
Number of active participants2018-12-3187
Total funding liabilities for active participants2018-12-3111,210,961
Total participant count2018-12-31169
Total funding target for all participants2018-12-3127,298,905
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3112,273,952
Amount remaining of prefunding balance2018-12-3112,273,952
Present value of excess contributions2018-12-31818,200
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31867,210
Reductions in prefunding balances due to elections or deemed elections2018-12-312,614,643
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-3111,285,608
Total employer contributions2018-12-31900,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31867,603
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31881,407
Contributions allocatedtoward minimum required contributions for current year2018-12-31867,603
Unpaid minimum required contributions for current year2018-12-310
Total participants, beginning-of-year2018-01-01169
Total number of active participants reported on line 7a of the Form 55002018-01-0183
Number of retired or separated participants receiving benefits2018-01-0158
Number of other retired or separated participants entitled to future benefits2018-01-0111
Total of all active and inactive participants2018-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0110
Total participants2018-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: RETIREMENT PLAN OF TENNESSEE FARM BUREAU FEDERATION 2017 401k membership
Market value of plan assets2017-12-3137,613,062
Acturial value of plan assets2017-12-3138,165,770
Funding target for retired participants and beneficiaries receiving payment2017-12-3114,383,504
Number of terminated vested participants2017-12-3110
Fundng target for terminated vested participants2017-12-31506,213
Active participant vested funding target2017-12-319,521,974
Number of active participants2017-12-3187
Total funding liabilities for active participants2017-12-3110,225,261
Total participant count2017-12-31168
Total funding target for all participants2017-12-3125,114,978
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3112,598,011
Amount remaining of prefunding balance2017-12-3112,598,011
Present value of excess contributions2017-12-31769,556
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31817,038
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-311,112,694
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-3112,273,952
Total employer contributions2017-12-31850,000
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 date2017-12-31818,200
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31776,840
Contributions allocatedtoward minimum required contributions for current year2017-12-31818,200
Unpaid minimum required contributions for current year2017-12-310
Total participants, beginning-of-year2017-01-01168
Total number of active participants reported on line 7a of the Form 55002017-01-0187
Number of retired or separated participants receiving benefits2017-01-0162
Number of other retired or separated participants entitled to future benefits2017-01-018
Total of all active and inactive participants2017-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0112
Total participants2017-01-01169
2016: RETIREMENT PLAN OF TENNESSEE FARM BUREAU FEDERATION 2016 401k membership
Market value of plan assets2016-12-3135,663,043
Acturial value of plan assets2016-12-3136,569,261
Funding target for retired participants and beneficiaries receiving payment2016-12-3111,989,944
Number of terminated vested participants2016-12-3110
Fundng target for terminated vested participants2016-12-31624,856
Active participant vested funding target2016-12-319,862,242
Number of active participants2016-12-3193
Total funding liabilities for active participants2016-12-3110,481,076
Total participant count2016-12-31171
Total funding target for all participants2016-12-3123,095,876
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3111,455,621
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-3111,455,621
Present value of excess contributions2016-12-31768,859
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31817,682
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-31817,050
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 year2016-12-310
Balance of prefunding at beginning of current year2016-12-3112,598,011
Total employer contributions2016-12-31800,000
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 date2016-12-31769,556
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 cost2016-12-31875,374
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 year2016-12-31769,556
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01171
Total number of active participants reported on line 7a of the Form 55002016-01-0187
Number of retired or separated participants receiving benefits2016-01-0164
Number of other retired or separated participants entitled to future benefits2016-01-019
Total of all active and inactive participants2016-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-018
Total participants2016-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: RETIREMENT PLAN OF TENNESSEE FARM BUREAU FEDERATION 2015 401k membership
Total participants, beginning-of-year2015-01-01167
Total number of active participants reported on line 7a of the Form 55002015-01-0193
Number of retired or separated participants receiving benefits2015-01-0160
Number of other retired or separated participants entitled to future benefits2015-01-019
Total of all active and inactive participants2015-01-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-019
Total participants2015-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: RETIREMENT PLAN OF TENNESSEE FARM BUREAU FEDERATION 2014 401k membership
Total participants, beginning-of-year2014-01-01163
Total number of active participants reported on line 7a of the Form 55002014-01-0188
Number of retired or separated participants receiving benefits2014-01-0161
Number of other retired or separated participants entitled to future benefits2014-01-0111
Total of all active and inactive participants2014-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-017
Total participants2014-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: RETIREMENT PLAN OF TENNESSEE FARM BUREAU FEDERATION 2013 401k membership
Total participants, beginning-of-year2013-01-01158
Total number of active participants reported on line 7a of the Form 55002013-01-0185
Number of retired or separated participants receiving benefits2013-01-0160
Number of other retired or separated participants entitled to future benefits2013-01-0111
Total of all active and inactive participants2013-01-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-017
Total participants2013-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: RETIREMENT PLAN OF TENNESSEE FARM BUREAU FEDERATION 2012 401k membership
Total participants, beginning-of-year2012-01-01159
Total number of active participants reported on line 7a of the Form 55002012-01-0186
Number of retired or separated participants receiving benefits2012-01-0154
Number of other retired or separated participants entitled to future benefits2012-01-0111
Total of all active and inactive participants2012-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-017
Total participants2012-01-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: RETIREMENT PLAN OF TENNESSEE FARM BUREAU FEDERATION 2011 401k membership
Total participants, beginning-of-year2011-01-01150
Total number of active participants reported on line 7a of the Form 55002011-01-0189
Number of retired or separated participants receiving benefits2011-01-0151
Number of other retired or separated participants entitled to future benefits2011-01-0111
Total of all active and inactive participants2011-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-018
Total participants2011-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: RETIREMENT PLAN OF TENNESSEE FARM BUREAU FEDERATION 2010 401k membership
Total participants, beginning-of-year2010-01-01150
Total number of active participants reported on line 7a of the Form 55002010-01-0184
Number of retired or separated participants receiving benefits2010-01-0147
Number of other retired or separated participants entitled to future benefits2010-01-0112
Total of all active and inactive participants2010-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-017
Total participants2010-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: RETIREMENT PLAN OF TENNESSEE FARM BUREAU FEDERATION 2009 401k membership
Total participants, beginning-of-year2009-01-01147
Total number of active participants reported on line 7a of the Form 55002009-01-0186
Number of retired or separated participants receiving benefits2009-01-0146
Number of other retired or separated participants entitled to future benefits2009-01-0111
Total of all active and inactive participants2009-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-017
Total participants2009-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on RETIREMENT PLAN OF TENNESSEE FARM BUREAU FEDERATION

Measure Date Value
2023 : RETIREMENT PLAN OF TENNESSEE FARM BUREAU FEDERATION 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$-753,329
Total unrealized appreciation/depreciation of assets2023-12-31$-753,329
Total transfer of assets from this plan2023-12-31$1,426,384
Total income from all sources (including contributions)2023-12-31$7,597,786
Total loss/gain on sale of assets2023-12-31$315,545
Total of all expenses incurred2023-12-31$1,872,992
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,872,992
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$2,000,000
Value of total assets at end of year2023-12-31$55,090,245
Value of total assets at beginning of year2023-12-31$50,791,835
Total interest from all sources2023-12-31$35,441
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$1,100,186
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$1,100,186
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,500,000
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$45,249
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$120,610
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$5,724,794
Value of net assets at end of year (total assets less liabilities)2023-12-31$55,090,245
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$50,791,835
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$49,514,032
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$43,612,271
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$218,514
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$993,175
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$993,175
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$35,441
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$4,899,943
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
Assets. Invements in employer securities at end of year2023-12-31$4,812,450
Assets. Invements in employer securities at beginning of year2023-12-31$5,565,779
Contributions received in cash from employer2023-12-31$2,000,000
Employer contributions (assets) at end of year2023-12-31$500,000
Employer contributions (assets) at beginning of year2023-12-31$500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,872,992
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31No
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$9,210,416
Aggregate carrying amount (costs) on sale of assets2023-12-31$8,894,871
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31JOHNSON LAMBERT LLP
Accountancy firm EIN2023-12-31521446779
2022 : RETIREMENT PLAN OF TENNESSEE FARM BUREAU FEDERATION 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-10,511,363
Total unrealized appreciation/depreciation of assets2022-12-31$-10,511,363
Total transfer of assets from this plan2022-12-31$114,349
Total income from all sources (including contributions)2022-12-31$-6,460,628
Total loss/gain on sale of assets2022-12-31$882,271
Total of all expenses incurred2022-12-31$1,633,038
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,633,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,000,000
Value of total assets at end of year2022-12-31$50,791,835
Value of total assets at beginning of year2022-12-31$58,999,850
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,168,464
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$1,168,464
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,500,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$120,610
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$40,224
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-8,093,666
Value of net assets at end of year (total assets less liabilities)2022-12-31$50,791,835
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$58,999,850
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$43,612,271
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$51,812,535
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$993,175
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,219,732
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,219,732
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
Assets. Invements in employer securities at end of year2022-12-31$5,565,779
Assets. Invements in employer securities at beginning of year2022-12-31$5,427,359
Contributions received in cash from employer2022-12-31$2,000,000
Employer contributions (assets) at end of year2022-12-31$500,000
Employer contributions (assets) at beginning of year2022-12-31$500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,633,038
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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$6,520,626
Aggregate carrying amount (costs) on sale of assets2022-12-31$5,638,355
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31JOHNSON LAMBERT LLP
Accountancy firm EIN2022-12-31521446779
2021 : RETIREMENT PLAN OF TENNESSEE FARM BUREAU FEDERATION 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$1,967,439
Total unrealized appreciation/depreciation of assets2021-12-31$1,967,439
Total income from all sources (including contributions)2021-12-31$7,017,063
Total loss/gain on sale of assets2021-12-31$2,339,506
Total of all expenses incurred2021-12-31$1,571,103
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,568,029
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,004,139
Value of total assets at end of year2021-12-31$58,999,850
Value of total assets at beginning of year2021-12-31$53,553,890
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$3,074
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$705,979
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$705,979
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
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$4,139
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$40,224
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$128,289
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
Value of net income/loss2021-12-31$5,445,960
Value of net assets at end of year (total assets less liabilities)2021-12-31$58,999,850
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$53,553,890
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$3,074
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$51,812,535
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$47,102,410
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,219,732
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$837,386
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$837,386
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$2,000,000
Employer contributions (assets) at end of year2021-12-31$500,000
Employer contributions (assets) at beginning of year2021-12-31$500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,568,029
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$5,427,359
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$4,985,805
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$7,142,372
Aggregate carrying amount (costs) on sale of assets2021-12-31$4,802,866
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31JOHNSON LAMBERT LLP
Accountancy firm EIN2021-12-31521446779
2020 : RETIREMENT PLAN OF TENNESSEE FARM BUREAU FEDERATION 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$4,724,958
Total unrealized appreciation/depreciation of assets2020-12-31$4,724,958
Total income from all sources (including contributions)2020-12-31$8,956,828
Total loss/gain on sale of assets2020-12-31$1,827,498
Total of all expenses incurred2020-12-31$1,451,716
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,411,359
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,522,013
Value of total assets at end of year2020-12-31$53,553,890
Value of total assets at beginning of year2020-12-31$46,048,778
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$40,357
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$882,359
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$882,359
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$22,013
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$128,289
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$33,106
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$7,505,112
Value of net assets at end of year (total assets less liabilities)2020-12-31$53,553,890
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$46,048,778
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$40,357
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$47,102,410
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$31,866,342
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$837,386
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$9,475,291
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$9,475,291
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,500,000
Employer contributions (assets) at end of year2020-12-31$500,000
Employer contributions (assets) at beginning of year2020-12-31$250,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,411,359
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$4,985,805
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$4,424,039
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$17,607,303
Aggregate carrying amount (costs) on sale of assets2020-12-31$15,779,805
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31JOHNSON LAMBERT LLP
Accountancy firm EIN2020-12-31521446779
2019 : RETIREMENT PLAN OF TENNESSEE FARM BUREAU FEDERATION 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$3,920,259
Total unrealized appreciation/depreciation of assets2019-12-31$3,920,259
Total income from all sources (including contributions)2019-12-31$7,407,412
Total of all expenses incurred2019-12-31$1,351,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,295,324
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,016,718
Value of total assets at end of year2019-12-31$46,048,778
Value of total assets at beginning of year2019-12-31$39,992,701
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$56,011
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$804,483
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$66,718
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$20,432
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$33,106
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$46,245
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$6,056,077
Value of net assets at end of year (total assets less liabilities)2019-12-31$46,048,778
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$39,992,701
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$56,011
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$31,866,342
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$34,336,848
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$9,475,291
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,161,019
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,161,019
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,665,952
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$950,000
Employer contributions (assets) at end of year2019-12-31$250,000
Employer contributions (assets) at beginning of year2019-12-31$225,000
Income. Dividends from common stock2019-12-31$804,483
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,274,892
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$4,424,039
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$4,223,589
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31JOHNSON LAMBERT LLP
Accountancy firm EIN2019-12-31521446779
2018 : RETIREMENT PLAN OF TENNESSEE FARM BUREAU FEDERATION 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-3,763,076
Total unrealized appreciation/depreciation of assets2018-12-31$-3,763,076
Total income from all sources (including contributions)2018-12-31$347,729
Total of all expenses incurred2018-12-31$2,475,826
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,333,336
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,049,008
Value of total assets at end of year2018-12-31$39,992,701
Value of total assets at beginning of year2018-12-31$42,120,798
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$142,490
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$712,777
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$149,008
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$1,018,746
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$46,245
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$63,601
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,128,097
Value of net assets at end of year (total assets less liabilities)2018-12-31$39,992,701
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$42,120,798
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$142,490
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$34,336,848
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$35,702,370
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,161,019
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$2,227,897
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$2,227,897
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$2,349,020
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$900,000
Employer contributions (assets) at end of year2018-12-31$225,000
Employer contributions (assets) at beginning of year2018-12-31$225,000
Income. Dividends from common stock2018-12-31$712,777
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,314,590
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$4,223,589
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$3,901,930
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31JOHNSON LAMBERT LLP
Accountancy firm EIN2018-12-31521446779
2017 : RETIREMENT PLAN OF TENNESSEE FARM BUREAU FEDERATION 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$1,928,121
Total unrealized appreciation/depreciation of assets2017-12-31$1,928,121
Total income from all sources (including contributions)2017-12-31$5,887,520
Total of all expenses incurred2017-12-31$1,379,947
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,280,721
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$955,191
Value of total assets at end of year2017-12-31$42,120,798
Value of total assets at beginning of year2017-12-31$37,613,225
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$99,226
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$658,056
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$105,191
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$63,601
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$56,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,507,573
Value of net assets at end of year (total assets less liabilities)2017-12-31$42,120,798
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$37,613,225
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$99,226
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$35,702,370
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$32,802,594
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$2,227,897
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,059,903
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,059,903
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,346,152
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$850,000
Employer contributions (assets) at end of year2017-12-31$225,000
Employer contributions (assets) at beginning of year2017-12-31$200,000
Income. Dividends from common stock2017-12-31$658,056
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,280,721
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$3,901,930
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$3,494,228
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31JOHNSON LAMBERT LLP
Accountancy firm EIN2017-12-31521446779
2016 : RETIREMENT PLAN OF TENNESSEE FARM BUREAU FEDERATION 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$359,354
Total unrealized appreciation/depreciation of assets2016-12-31$359,354
Total transfer of assets from this plan2016-12-31$113,738
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,016,160
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,065,109
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,065,109
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$800,000
Value of total assets at end of year2016-12-31$37,613,225
Value of total assets at beginning of year2016-12-31$35,775,912
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$267
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$651,174
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$651,174
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$56,500
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$28,453
Other income not declared elsewhere2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,951,051
Value of net assets at end of year (total assets less liabilities)2016-12-31$37,613,225
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$35,775,912
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$32,802,594
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$31,123,825
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,059,903
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,257,177
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,257,177
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$267
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,205,365
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$800,000
Employer contributions (assets) at end of year2016-12-31$200,000
Employer contributions (assets) at beginning of year2016-12-31$200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,065,109
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$3,494,228
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$3,166,457
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31JOHNSON LAMBERT, LLP
Accountancy firm EIN2016-12-31521446779
2015 : RETIREMENT PLAN OF TENNESSEE FARM BUREAU FEDERATION 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$338,238
Total unrealized appreciation/depreciation of assets2015-12-31$338,238
Total transfer of assets to this plan2015-12-31$799
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,652,293
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,042,165
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,042,165
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$800,000
Value of total assets at end of year2015-12-31$35,775,912
Value of total assets at beginning of year2015-12-31$35,164,985
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$4,642
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$541,992
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$541,992
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$28,453
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$73,157
Other income not declared elsewhere2015-12-31$7,847
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$610,128
Value of net assets at end of year (total assets less liabilities)2015-12-31$35,775,912
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$35,164,985
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$31,123,825
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$31,310,918
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,257,177
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$752,690
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$752,690
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$4,642
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-40,426
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$800,000
Employer contributions (assets) at end of year2015-12-31$200,000
Employer contributions (assets) at beginning of year2015-12-31$200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,042,165
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$3,166,457
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$2,828,220
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31JOHNSON LAMBERT, LLP
Accountancy firm EIN2015-12-31521446779
2014 : RETIREMENT PLAN OF TENNESSEE FARM BUREAU FEDERATION 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$301,686
Total unrealized appreciation/depreciation of assets2014-12-31$301,686
Total transfer of assets to this plan2014-12-31$514
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,268,139
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,133,048
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,133,048
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$800,000
Value of total assets at end of year2014-12-31$35,164,985
Value of total assets at beginning of year2014-12-31$33,029,380
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$2,398
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$553,947
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$553,947
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$73,157
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$10,299
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,135,091
Value of net assets at end of year (total assets less liabilities)2014-12-31$35,164,985
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$33,029,380
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$31,310,918
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$17,466,648
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$12,586,576
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$752,690
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$239,323
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$239,323
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$2,398
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$919,009
Net investment gain or loss from common/collective trusts2014-12-31$691,099
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$800,000
Employer contributions (assets) at end of year2014-12-31$200,000
Employer contributions (assets) at beginning of year2014-12-31$200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,133,048
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$2,828,220
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$2,526,534
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31JOHNSON LAMBERT, LLP
Accountancy firm EIN2014-12-31521446779
2013 : RETIREMENT PLAN OF TENNESSEE FARM BUREAU FEDERATION 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$199,071
Total unrealized appreciation/depreciation of assets2013-12-31$199,071
Total transfer of assets from this plan2013-12-31$909
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$4,967,286
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$749,108
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$749,108
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$800,000
Value of total assets at end of year2013-12-31$33,029,380
Value of total assets at beginning of year2013-12-31$28,812,111
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$28
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$248,182
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$248,182
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$10,299
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$8,495
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,218,178
Value of net assets at end of year (total assets less liabilities)2013-12-31$33,029,380
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$28,812,111
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$17,466,648
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$13,487,397
Value of interest in common/collective trusts at end of year2013-12-31$12,586,576
Value of interest in common/collective trusts at beginning of year2013-12-31$10,743,143
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$239,323
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$98,152
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$98,152
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$28
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,876,572
Net investment gain or loss from common/collective trusts2013-12-31$1,843,433
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$800,000
Employer contributions (assets) at end of year2013-12-31$200,000
Employer contributions (assets) at beginning of year2013-12-31$2,147,461
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$749,108
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$2,526,534
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$2,327,463
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31JOHNSON LAMBERT, LLP
Accountancy firm EIN2013-12-31521446779
2012 : RETIREMENT PLAN OF TENNESSEE FARM BUREAU FEDERATION 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$59,388
Total unrealized appreciation/depreciation of assets2012-12-31$59,388
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$4,900,766
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$697,605
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$697,605
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,614,006
Value of total assets at end of year2012-12-31$28,812,111
Value of total assets at beginning of year2012-12-31$24,608,950
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$233,507
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$233,507
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$8,495
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$14,139
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$4,203,161
Value of net assets at end of year (total assets less liabilities)2012-12-31$28,812,111
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$24,608,950
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$13,487,397
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$19,862,575
Value of interest in common/collective trusts at end of year2012-12-31$10,743,143
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$98,152
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$245,316
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$245,316
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$857,142
Net investment gain or loss from common/collective trusts2012-12-31$1,136,723
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,614,006
Employer contributions (assets) at end of year2012-12-31$2,147,461
Employer contributions (assets) at beginning of year2012-12-31$2,218,845
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$697,605
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$2,327,463
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$2,268,075
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31JOHNSON LAMBERT, LLP
Accountancy firm EIN2012-12-31521446779
2011 : RETIREMENT PLAN OF TENNESSEE FARM BUREAU FEDERATION 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets from this plan2011-12-31$912,247
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$3,390,444
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$569,639
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$569,639
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,697,671
Value of total assets at end of year2011-12-31$24,608,950
Value of total assets at beginning of year2011-12-31$22,700,392
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$153,088
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$153,088
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$14,139
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$25,003
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$2,820,805
Value of net assets at end of year (total assets less liabilities)2011-12-31$24,608,950
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$22,700,392
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$19,862,575
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$17,567,230
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$245,316
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$944,481
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$944,481
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$539,685
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,697,671
Employer contributions (assets) at end of year2011-12-31$2,218,845
Employer contributions (assets) at beginning of year2011-12-31$2,147,782
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$569,639
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$2,268,075
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$2,015,896
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31JOHNSON LAMBERT & COMPANY LLP
Accountancy firm EIN2011-12-31521446779
2010 : RETIREMENT PLAN OF TENNESSEE FARM BUREAU FEDERATION 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$4,755,746
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$540,029
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$540,029
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,700,714
Value of total assets at end of year2010-12-31$22,700,392
Value of total assets at beginning of year2010-12-31$18,484,675
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$846
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$162,509
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$162,509
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$25,003
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$9,438
Total non interest bearing cash at beginning of year2010-12-31$8,092
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$4,215,717
Value of net assets at end of year (total assets less liabilities)2010-12-31$22,700,392
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$18,484,675
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$17,567,230
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$16,217,616
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$944,481
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$200,936
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$200,936
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$846
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,891,677
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,700,714
Employer contributions (assets) at end of year2010-12-31$2,147,782
Employer contributions (assets) at beginning of year2010-12-31$248,593
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$540,029
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$2,015,896
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$1,800,000
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31JOHNSON LAMBERT & COMPANY LLP
Accountancy firm EIN2010-12-31521446779
2009 : RETIREMENT PLAN OF TENNESSEE FARM BUREAU FEDERATION 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for RETIREMENT PLAN OF TENNESSEE FARM BUREAU FEDERATION

2023: RETIREMENT PLAN OF TENNESSEE FARM BUREAU FEDERATION 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: RETIREMENT PLAN OF TENNESSEE FARM BUREAU FEDERATION 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: RETIREMENT PLAN OF TENNESSEE FARM BUREAU FEDERATION 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: RETIREMENT PLAN OF TENNESSEE FARM BUREAU FEDERATION 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RETIREMENT PLAN OF TENNESSEE FARM BUREAU FEDERATION 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RETIREMENT PLAN OF TENNESSEE FARM BUREAU FEDERATION 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RETIREMENT PLAN OF TENNESSEE FARM BUREAU FEDERATION 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RETIREMENT PLAN OF TENNESSEE FARM BUREAU FEDERATION 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: RETIREMENT PLAN OF TENNESSEE FARM BUREAU FEDERATION 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: RETIREMENT PLAN OF TENNESSEE FARM BUREAU FEDERATION 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: RETIREMENT PLAN OF TENNESSEE FARM BUREAU FEDERATION 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: RETIREMENT PLAN OF TENNESSEE FARM BUREAU FEDERATION 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: RETIREMENT PLAN OF TENNESSEE FARM BUREAU FEDERATION 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: RETIREMENT PLAN OF TENNESSEE FARM BUREAU FEDERATION 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: RETIREMENT PLAN OF TENNESSEE FARM BUREAU FEDERATION 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

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