401k Plan data: FARMERS MUTUAL FIRE INSURANCE COMPANY EMPLOYEES PENSION PLAN plan

FARMERS MUTUAL FIRE INSURANCE COMPANY EMPLOYEES PENSION PLAN 401k Plan overview

Plan Name	FARMERS MUTUAL FIRE INSURANCE COMPANY EMPLOYEES PENSION PLAN
Plan identification number	001

FARMERS MUTUAL FIRE INSURANCE COMPANY EMPLOYEES PENSION PLAN Benefits

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

401k Sponsoring company profile

FARMERS MUTUAL FIRE INSURANCE COMPANY OF OKARCHE, OKLAHOMA has sponsored the creation of one or more 401k plans.

Company Name: FARMERS MUTUAL FIRE INSURANCE COMPANY OF OKARCHE, OKLAHOMA

Employer identification number (EIN): 730255960

NAIC Classification: 524150

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FARMERS MUTUAL FIRE INSURANCE COMPANY EMPLOYEES PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-09-01 TERRY SCHWARZ 2023-10-30
001 2021-09-01 TERRY SCHWARZ 2022-12-05
001 2020-09-01 TERRY SCHWARZ 2021-11-12
001 2019-09-01 TERRRY SCHWARZ 2020-10-22
001 2018-09-01 STEVEN REESE 2019-10-15
001 2017-09-01 STEVEN REESE 2018-10-26
001 2015-09-01 STEVEN REESE 2017-05-08
001 2014-09-01 STEVEN REESE 2016-01-07
001 2013-09-01 STEVEN REESE 2015-01-08
001 2012-09-01 STEVEN REESE 2014-03-31
001 2011-09-01 STEVEN REESE 2013-02-20
001 2010-09-01 STEVEN REESE 2012-03-29
001 2009-09-01 STEVEN REESE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-09-01	TERRY SCHWARZ	2023-10-30
001	2021-09-01	TERRY SCHWARZ	2022-12-05
001	2020-09-01	TERRY SCHWARZ	2021-11-12
001	2019-09-01	TERRRY SCHWARZ	2020-10-22
001	2018-09-01	STEVEN REESE	2019-10-15
001	2017-09-01	STEVEN REESE	2018-10-26
001	2015-09-01	STEVEN REESE	2017-05-08
001	2014-09-01	STEVEN REESE	2016-01-07
001	2013-09-01	STEVEN REESE	2015-01-08
001	2012-09-01	STEVEN REESE	2014-03-31
001	2011-09-01	STEVEN REESE	2013-02-20
001	2010-09-01	STEVEN REESE	2012-03-29
001	2009-09-01	STEVEN REESE

Plan Statistics for FARMERS MUTUAL FIRE INSURANCE COMPANY EMPLOYEES PENSION PLAN

401k plan membership statisitcs for FARMERS MUTUAL FIRE INSURANCE COMPANY EMPLOYEES PENSION PLAN

Measure Date Value
2023: FARMERS MUTUAL FIRE INSURANCE COMPANY EMPLOYEES PENSION PLAN 2023 401k membership
Market value of plan assets 2023-08-31 2,939,765
Acturial value of plan assets 2023-08-31 3,233,742
Funding target for retired participants and beneficiaries receiving payment 2023-08-31 0
Number of terminated vested participants 2023-08-31 3
Fundng target for terminated vested participants 2023-08-31 111,253
Active participant vested funding target 2023-08-31 2,765,394
Number of active participants 2023-08-31 14
Total funding liabilities for active participants 2023-08-31 2,769,613
Total participant count 2023-08-31 17
Total funding target for all participants 2023-08-31 2,880,866
Balance at beginning of prior year after applicable adjustments 2023-08-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2023-08-31 653,098
Carryover balanced portion elected for use to offset prior years funding requirement 2023-08-31 0
Prefunding balanced used to offset prior years funding requirement 2023-08-31 0
Amount remaining of carryover balance 2023-08-31 0
Amount remaining of prefunding balance 2023-08-31 653,098
Present value of excess contributions 2023-08-31 112,539
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2023-08-31 118,324
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2023-08-31 0
Reductions in caryover balances due to elections or deemed elections 2023-08-31 0
Reductions in prefunding balances due to elections or deemed elections 2023-08-31 0
Balance of carryovers at beginning of current year 2023-08-31 0
Balance of prefunding at beginning of current year 2023-08-31 558,333
Total employer contributions 2023-08-31 250,000
Total employee contributions 2023-08-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2023-08-31 0
Contributions made to avoid restrictions adjusted to valuation date 2023-08-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2023-08-31 245,532
Unpaid minimum required contributions for all prior years 2023-08-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2023-08-31 0
Remaining amount of unpaid minimum required contributions 2023-08-31 0
Minimum required contributions for current year target normal cost 2023-08-31 172,974
Net shortfall amortization installment of oustanding balance 2023-08-31 0
Waiver amortization installment 2023-08-31 0
Total funding amount beforereflecting carryover/prefunding balances 2023-08-31 172,974
Carryover balance elected to use to offset funding requirement 2023-08-31 0
Prefunding balance elected to use to offset funding requirement 2023-08-31 0
Additional cash requirement 2023-08-31 172,974
Contributions allocatedtoward minimum required contributions for current year 2023-08-31 245,532
Unpaid minimum required contributions for current year 2023-08-31 0
Unpaid minimum required contributions for all years 2023-08-31 0
2022: FARMERS MUTUAL FIRE INSURANCE COMPANY EMPLOYEES PENSION PLAN 2022 401k membership
Market value of plan assets 2022-08-31 3,167,502
Acturial value of plan assets 2022-08-31 2,876,440
Funding target for retired participants and beneficiaries receiving payment 2022-08-31 0
Number of terminated vested participants 2022-08-31 3
Fundng target for terminated vested participants 2022-08-31 110,333
Active participant vested funding target 2022-08-31 2,630,218
Number of active participants 2022-08-31 13
Total funding liabilities for active participants 2022-08-31 2,634,023
Total participant count 2022-08-31 16
Total funding target for all participants 2022-08-31 2,744,356
Balance at beginning of prior year after applicable adjustments 2022-08-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-08-31 541,990
Carryover balanced portion elected for use to offset prior years funding requirement 2022-08-31 0
Prefunding balanced used to offset prior years funding requirement 2022-08-31 0
Amount remaining of carryover balance 2022-08-31 0
Amount remaining of prefunding balance 2022-08-31 541,990
Present value of excess contributions 2022-08-31 113,657
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-08-31 119,999
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-08-31 0
Reductions in caryover balances due to elections or deemed elections 2022-08-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-08-31 0
Balance of carryovers at beginning of current year 2022-08-31 0
Balance of prefunding at beginning of current year 2022-08-31 653,098
Total employer contributions 2022-08-31 250,000
Total employee contributions 2022-08-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-08-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-08-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-08-31 245,681
Unpaid minimum required contributions for all prior years 2022-08-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-08-31 0
Remaining amount of unpaid minimum required contributions 2022-08-31 0
Minimum required contributions for current year target normal cost 2022-08-31 133,142
Net shortfall amortization installment of oustanding balance 2022-08-31 0
Waiver amortization installment 2022-08-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-08-31 133,142
Carryover balance elected to use to offset funding requirement 2022-08-31 0
Prefunding balance elected to use to offset funding requirement 2022-08-31 0
Additional cash requirement 2022-08-31 133,142
Contributions allocatedtoward minimum required contributions for current year 2022-08-31 245,681
Unpaid minimum required contributions for current year 2022-08-31 0
Unpaid minimum required contributions for all years 2022-08-31 0
2021: FARMERS MUTUAL FIRE INSURANCE COMPANY EMPLOYEES PENSION PLAN 2021 401k membership
Market value of plan assets 2021-08-31 2,441,040
Acturial value of plan assets 2021-08-31 2,401,106
Funding target for retired participants and beneficiaries receiving payment 2021-08-31 0
Number of terminated vested participants 2021-08-31 3
Fundng target for terminated vested participants 2021-08-31 99,095
Active participant vested funding target 2021-08-31 2,224,185
Number of active participants 2021-08-31 13
Total funding liabilities for active participants 2021-08-31 2,224,185
Total participant count 2021-08-31 16
Total funding target for all participants 2021-08-31 2,323,280
Balance at beginning of prior year after applicable adjustments 2021-08-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-08-31 544,890
Carryover balanced portion elected for use to offset prior years funding requirement 2021-08-31 0
Prefunding balanced used to offset prior years funding requirement 2021-08-31 85
Amount remaining of carryover balance 2021-08-31 0
Amount remaining of prefunding balance 2021-08-31 544,805
Present value of excess contributions 2021-08-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-08-31 0
Reductions in caryover balances due to elections or deemed elections 2021-08-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-08-31 61,000
Balance of carryovers at beginning of current year 2021-08-31 0
Balance of prefunding at beginning of current year 2021-08-31 541,990
Total employer contributions 2021-08-31 205,117
Total employee contributions 2021-08-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-08-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-08-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-08-31 201,251
Unpaid minimum required contributions for all prior years 2021-08-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-08-31 0
Remaining amount of unpaid minimum required contributions 2021-08-31 0
Minimum required contributions for current year target normal cost 2021-08-31 87,594
Net shortfall amortization installment of oustanding balance 2021-08-31 0
Waiver amortization installment 2021-08-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-08-31 87,594
Carryover balance elected to use to offset funding requirement 2021-08-31 0
Prefunding balance elected to use to offset funding requirement 2021-08-31 0
Additional cash requirement 2021-08-31 87,594
Contributions allocatedtoward minimum required contributions for current year 2021-08-31 201,251
Unpaid minimum required contributions for current year 2021-08-31 0
Unpaid minimum required contributions for all years 2021-08-31 0
2020: FARMERS MUTUAL FIRE INSURANCE COMPANY EMPLOYEES PENSION PLAN 2020 401k membership
Market value of plan assets 2020-08-31 3,457,844
Acturial value of plan assets 2020-08-31 3,536,768
Funding target for retired participants and beneficiaries receiving payment 2020-08-31 0
Number of terminated vested participants 2020-08-31 3
Fundng target for terminated vested participants 2020-08-31 91,568
Active participant vested funding target 2020-08-31 3,091,625
Number of active participants 2020-08-31 13
Total funding liabilities for active participants 2020-08-31 3,091,625
Total participant count 2020-08-31 16
Total funding target for all participants 2020-08-31 3,183,193
Balance at beginning of prior year after applicable adjustments 2020-08-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-08-31 535,624
Carryover balanced portion elected for use to offset prior years funding requirement 2020-08-31 0
Prefunding balanced used to offset prior years funding requirement 2020-08-31 0
Amount remaining of carryover balance 2020-08-31 0
Amount remaining of prefunding balance 2020-08-31 535,624
Present value of excess contributions 2020-08-31 73,564
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-08-31 77,867
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-08-31 0
Reductions in caryover balances due to elections or deemed elections 2020-08-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-08-31 0
Balance of carryovers at beginning of current year 2020-08-31 0
Balance of prefunding at beginning of current year 2020-08-31 544,890
Total employer contributions 2020-08-31 84,522
Total employee contributions 2020-08-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-08-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-08-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-08-31 82,873
Unpaid minimum required contributions for all prior years 2020-08-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-08-31 0
Remaining amount of unpaid minimum required contributions 2020-08-31 0
Minimum required contributions for current year target normal cost 2020-08-31 82,958
Net shortfall amortization installment of oustanding balance 2020-08-31 0
Waiver amortization installment 2020-08-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-08-31 82,958
Carryover balance elected to use to offset funding requirement 2020-08-31 0
Prefunding balance elected to use to offset funding requirement 2020-08-31 85
Additional cash requirement 2020-08-31 82,873
Contributions allocatedtoward minimum required contributions for current year 2020-08-31 82,873
Unpaid minimum required contributions for current year 2020-08-31 0
Unpaid minimum required contributions for all years 2020-08-31 0
2019: FARMERS MUTUAL FIRE INSURANCE COMPANY EMPLOYEES PENSION PLAN 2019 401k membership
Market value of plan assets 2019-08-31 3,246,879
Acturial value of plan assets 2019-08-31 3,186,178
Funding target for retired participants and beneficiaries receiving payment 2019-08-31 0
Number of terminated vested participants 2019-08-31 3
Fundng target for terminated vested participants 2019-08-31 84,080
Active participant vested funding target 2019-08-31 2,724,387
Number of active participants 2019-08-31 13
Total funding liabilities for active participants 2019-08-31 2,724,387
Total participant count 2019-08-31 16
Total funding target for all participants 2019-08-31 2,808,467
Balance at beginning of prior year after applicable adjustments 2019-08-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-08-31 498,735
Carryover balanced portion elected for use to offset prior years funding requirement 2019-08-31 0
Prefunding balanced used to offset prior years funding requirement 2019-08-31 4,298
Amount remaining of carryover balance 2019-08-31 0
Amount remaining of prefunding balance 2019-08-31 494,437
Present value of excess contributions 2019-08-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-08-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-08-31 0
Reductions in caryover balances due to elections or deemed elections 2019-08-31 0
Balance of carryovers at beginning of current year 2019-08-31 0
Balance of prefunding at beginning of current year 2019-08-31 535,624
Total employer contributions 2019-08-31 153,422
Total employee contributions 2019-08-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-08-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-08-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-08-31 150,466
Unpaid minimum required contributions for all prior years 2019-08-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-08-31 0
Remaining amount of unpaid minimum required contributions 2019-08-31 0
Minimum required contributions for current year target normal cost 2019-08-31 76,902
Net shortfall amortization installment of oustanding balance 2019-08-31 0
Waiver amortization installment 2019-08-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-08-31 76,902
Carryover balance elected to use to offset funding requirement 2019-08-31 0
Prefunding balance elected to use to offset funding requirement 2019-08-31 0
Additional cash requirement 2019-08-31 76,902
Contributions allocatedtoward minimum required contributions for current year 2019-08-31 150,466
Unpaid minimum required contributions for current year 2019-08-31 0
Unpaid minimum required contributions for all years 2019-08-31 0
2018: FARMERS MUTUAL FIRE INSURANCE COMPANY EMPLOYEES PENSION PLAN 2018 401k membership
Market value of plan assets 2018-08-31 2,871,407
Acturial value of plan assets 2018-08-31 2,798,984
Funding target for retired participants and beneficiaries receiving payment 2018-08-31 0
Number of terminated vested participants 2018-08-31 2
Fundng target for terminated vested participants 2018-08-31 75,166
Active participant vested funding target 2018-08-31 2,242,118
Number of active participants 2018-08-31 13
Total funding liabilities for active participants 2018-08-31 2,242,118
Total participant count 2018-08-31 15
Total funding target for all participants 2018-08-31 2,317,284
Balance at beginning of prior year after applicable adjustments 2018-08-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-08-31 456,174
Carryover balanced portion elected for use to offset prior years funding requirement 2018-08-31 0
Prefunding balanced used to offset prior years funding requirement 2018-08-31 0
Amount remaining of carryover balance 2018-08-31 0
Amount remaining of prefunding balance 2018-08-31 456,174
Present value of excess contributions 2018-08-31 84,101
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-08-31 89,450
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-08-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-08-31 0
Balance of carryovers at beginning of current year 2018-08-31 0
Balance of prefunding at beginning of current year 2018-08-31 498,735
Total employer contributions 2018-08-31 130,865
Total employee contributions 2018-08-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-08-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-08-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-08-31 126,567
Unpaid minimum required contributions for all prior years 2018-08-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-08-31 0
Remaining amount of unpaid minimum required contributions 2018-08-31 0
Minimum required contributions for current year target normal cost 2018-08-31 130,865
Net shortfall amortization installment of oustanding balance 2018-08-31 0
Waiver amortization installment 2018-08-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-08-31 130,865
Carryover balance elected to use to offset funding requirement 2018-08-31 0
Prefunding balance elected to use to offset funding requirement 2018-08-31 4,298
Additional cash requirement 2018-08-31 126,567
Contributions allocatedtoward minimum required contributions for current year 2018-08-31 126,567
Unpaid minimum required contributions for current year 2018-08-31 0
Unpaid minimum required contributions for all years 2018-08-31 0
2017: FARMERS MUTUAL FIRE INSURANCE COMPANY EMPLOYEES PENSION PLAN 2017 401k membership
Market value of plan assets 2017-08-31 2,530,675
Acturial value of plan assets 2017-08-31 2,558,198
Funding target for retired participants and beneficiaries receiving payment 2017-08-31 0
Number of terminated vested participants 2017-08-31 2
Fundng target for terminated vested participants 2017-08-31 68,511
Active participant vested funding target 2017-08-31 1,926,764
Number of active participants 2017-08-31 13
Total funding liabilities for active participants 2017-08-31 1,926,764
Total participant count 2017-08-31 15
Total funding target for all participants 2017-08-31 1,995,275
Balance at beginning of prior year after applicable adjustments 2017-08-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-08-31 283,026
Carryover balanced portion elected for use to offset prior years funding requirement 2017-08-31 0
Prefunding balanced used to offset prior years funding requirement 2017-08-31 0
Amount remaining of carryover balance 2017-08-31 0
Amount remaining of prefunding balance 2017-08-31 283,026
Present value of excess contributions 2017-08-31 136,667
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-08-31 145,468
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-08-31 145,468
Reductions in caryover balances due to elections or deemed elections 2017-08-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-08-31 0
Balance of carryovers at beginning of current year 2017-08-31 0
Balance of prefunding at beginning of current year 2017-08-31 456,174
Total employer contributions 2017-08-31 100,000
Total employee contributions 2017-08-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-08-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-08-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-08-31 95,050
Unpaid minimum required contributions for all prior years 2017-08-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-08-31 0
Remaining amount of unpaid minimum required contributions 2017-08-31 0
Minimum required contributions for current year target normal cost 2017-08-31 117,698
Net shortfall amortization installment of oustanding balance 2017-08-31 0
Waiver amortization installment 2017-08-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-08-31 10,949
Carryover balance elected to use to offset funding requirement 2017-08-31 0
Prefunding balance elected to use to offset funding requirement 2017-08-31 0
Additional cash requirement 2017-08-31 10,949
Contributions allocatedtoward minimum required contributions for current year 2017-08-31 95,050
Unpaid minimum required contributions for current year 2017-08-31 0
Unpaid minimum required contributions for all years 2017-08-31 0
2009: FARMERS MUTUAL FIRE INSURANCE COMPANY EMPLOYEES PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-09-01 15
Total number of active participants reported on line 7a of the Form 5500 2009-09-01 13
Number of retired or separated participants receiving benefits 2009-09-01 0
Number of other retired or separated participants entitled to future benefits 2009-09-01 2
Total of all active and inactive participants 2009-09-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-09-01 0
Total participants 2009-09-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-09-01 0

Measure	Date	Value
2023: FARMERS MUTUAL FIRE INSURANCE COMPANY EMPLOYEES PENSION PLAN 2023 401k membership
Market value of plan assets	2023-08-31	2,939,765
Acturial value of plan assets	2023-08-31	3,233,742
Funding target for retired participants and beneficiaries receiving payment	2023-08-31	0
Number of terminated vested participants	2023-08-31	3
Fundng target for terminated vested participants	2023-08-31	111,253
Active participant vested funding target	2023-08-31	2,765,394
Number of active participants	2023-08-31	14
Total funding liabilities for active participants	2023-08-31	2,769,613
Total participant count	2023-08-31	17
Total funding target for all participants	2023-08-31	2,880,866
Balance at beginning of prior year after applicable adjustments	2023-08-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2023-08-31	653,098
Carryover balanced portion elected for use to offset prior years funding requirement	2023-08-31	0
Prefunding balanced used to offset prior years funding requirement	2023-08-31	0
Amount remaining of carryover balance	2023-08-31	0
Amount remaining of prefunding balance	2023-08-31	653,098
Present value of excess contributions	2023-08-31	112,539
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2023-08-31	118,324
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2023-08-31	0
Reductions in caryover balances due to elections or deemed elections	2023-08-31	0
Reductions in prefunding balances due to elections or deemed elections	2023-08-31	0
Balance of carryovers at beginning of current year	2023-08-31	0
Balance of prefunding at beginning of current year	2023-08-31	558,333
Total employer contributions	2023-08-31	250,000
Total employee contributions	2023-08-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2023-08-31	0
Contributions made to avoid restrictions adjusted to valuation date	2023-08-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2023-08-31	245,532
Unpaid minimum required contributions for all prior years	2023-08-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2023-08-31	0
Remaining amount of unpaid minimum required contributions	2023-08-31	0
Minimum required contributions for current year target normal cost	2023-08-31	172,974
Net shortfall amortization installment of oustanding balance	2023-08-31	0
Waiver amortization installment	2023-08-31	0
Total funding amount beforereflecting carryover/prefunding balances	2023-08-31	172,974
Carryover balance elected to use to offset funding requirement	2023-08-31	0
Prefunding balance elected to use to offset funding requirement	2023-08-31	0
Additional cash requirement	2023-08-31	172,974
Contributions allocatedtoward minimum required contributions for current year	2023-08-31	245,532
Unpaid minimum required contributions for current year	2023-08-31	0
Unpaid minimum required contributions for all years	2023-08-31	0
2022: FARMERS MUTUAL FIRE INSURANCE COMPANY EMPLOYEES PENSION PLAN 2022 401k membership
Market value of plan assets	2022-08-31	3,167,502
Acturial value of plan assets	2022-08-31	2,876,440
Funding target for retired participants and beneficiaries receiving payment	2022-08-31	0
Number of terminated vested participants	2022-08-31	3
Fundng target for terminated vested participants	2022-08-31	110,333
Active participant vested funding target	2022-08-31	2,630,218
Number of active participants	2022-08-31	13
Total funding liabilities for active participants	2022-08-31	2,634,023
Total participant count	2022-08-31	16
Total funding target for all participants	2022-08-31	2,744,356
Balance at beginning of prior year after applicable adjustments	2022-08-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-08-31	541,990
Carryover balanced portion elected for use to offset prior years funding requirement	2022-08-31	0
Prefunding balanced used to offset prior years funding requirement	2022-08-31	0
Amount remaining of carryover balance	2022-08-31	0
Amount remaining of prefunding balance	2022-08-31	541,990
Present value of excess contributions	2022-08-31	113,657
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-08-31	119,999
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-08-31	0
Reductions in caryover balances due to elections or deemed elections	2022-08-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-08-31	0
Balance of carryovers at beginning of current year	2022-08-31	0
Balance of prefunding at beginning of current year	2022-08-31	653,098
Total employer contributions	2022-08-31	250,000
Total employee contributions	2022-08-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-08-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-08-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-08-31	245,681
Unpaid minimum required contributions for all prior years	2022-08-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-08-31	0
Remaining amount of unpaid minimum required contributions	2022-08-31	0
Minimum required contributions for current year target normal cost	2022-08-31	133,142
Net shortfall amortization installment of oustanding balance	2022-08-31	0
Waiver amortization installment	2022-08-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-08-31	133,142
Carryover balance elected to use to offset funding requirement	2022-08-31	0
Prefunding balance elected to use to offset funding requirement	2022-08-31	0
Additional cash requirement	2022-08-31	133,142
Contributions allocatedtoward minimum required contributions for current year	2022-08-31	245,681
Unpaid minimum required contributions for current year	2022-08-31	0
Unpaid minimum required contributions for all years	2022-08-31	0
2021: FARMERS MUTUAL FIRE INSURANCE COMPANY EMPLOYEES PENSION PLAN 2021 401k membership
Market value of plan assets	2021-08-31	2,441,040
Acturial value of plan assets	2021-08-31	2,401,106
Funding target for retired participants and beneficiaries receiving payment	2021-08-31	0
Number of terminated vested participants	2021-08-31	3
Fundng target for terminated vested participants	2021-08-31	99,095
Active participant vested funding target	2021-08-31	2,224,185
Number of active participants	2021-08-31	13
Total funding liabilities for active participants	2021-08-31	2,224,185
Total participant count	2021-08-31	16
Total funding target for all participants	2021-08-31	2,323,280
Balance at beginning of prior year after applicable adjustments	2021-08-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-08-31	544,890
Carryover balanced portion elected for use to offset prior years funding requirement	2021-08-31	0
Prefunding balanced used to offset prior years funding requirement	2021-08-31	85
Amount remaining of carryover balance	2021-08-31	0
Amount remaining of prefunding balance	2021-08-31	544,805
Present value of excess contributions	2021-08-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-08-31	0
Reductions in caryover balances due to elections or deemed elections	2021-08-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-08-31	61,000
Balance of carryovers at beginning of current year	2021-08-31	0
Balance of prefunding at beginning of current year	2021-08-31	541,990
Total employer contributions	2021-08-31	205,117
Total employee contributions	2021-08-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-08-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-08-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-08-31	201,251
Unpaid minimum required contributions for all prior years	2021-08-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-08-31	0
Remaining amount of unpaid minimum required contributions	2021-08-31	0
Minimum required contributions for current year target normal cost	2021-08-31	87,594
Net shortfall amortization installment of oustanding balance	2021-08-31	0
Waiver amortization installment	2021-08-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-08-31	87,594
Carryover balance elected to use to offset funding requirement	2021-08-31	0
Prefunding balance elected to use to offset funding requirement	2021-08-31	0
Additional cash requirement	2021-08-31	87,594
Contributions allocatedtoward minimum required contributions for current year	2021-08-31	201,251
Unpaid minimum required contributions for current year	2021-08-31	0
Unpaid minimum required contributions for all years	2021-08-31	0
2020: FARMERS MUTUAL FIRE INSURANCE COMPANY EMPLOYEES PENSION PLAN 2020 401k membership
Market value of plan assets	2020-08-31	3,457,844
Acturial value of plan assets	2020-08-31	3,536,768
Funding target for retired participants and beneficiaries receiving payment	2020-08-31	0
Number of terminated vested participants	2020-08-31	3
Fundng target for terminated vested participants	2020-08-31	91,568
Active participant vested funding target	2020-08-31	3,091,625
Number of active participants	2020-08-31	13
Total funding liabilities for active participants	2020-08-31	3,091,625
Total participant count	2020-08-31	16
Total funding target for all participants	2020-08-31	3,183,193
Balance at beginning of prior year after applicable adjustments	2020-08-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-08-31	535,624
Carryover balanced portion elected for use to offset prior years funding requirement	2020-08-31	0
Prefunding balanced used to offset prior years funding requirement	2020-08-31	0
Amount remaining of carryover balance	2020-08-31	0
Amount remaining of prefunding balance	2020-08-31	535,624
Present value of excess contributions	2020-08-31	73,564
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-08-31	77,867
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-08-31	0
Reductions in caryover balances due to elections or deemed elections	2020-08-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-08-31	0
Balance of carryovers at beginning of current year	2020-08-31	0
Balance of prefunding at beginning of current year	2020-08-31	544,890
Total employer contributions	2020-08-31	84,522
Total employee contributions	2020-08-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-08-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-08-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-08-31	82,873
Unpaid minimum required contributions for all prior years	2020-08-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-08-31	0
Remaining amount of unpaid minimum required contributions	2020-08-31	0
Minimum required contributions for current year target normal cost	2020-08-31	82,958
Net shortfall amortization installment of oustanding balance	2020-08-31	0
Waiver amortization installment	2020-08-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-08-31	82,958
Carryover balance elected to use to offset funding requirement	2020-08-31	0
Prefunding balance elected to use to offset funding requirement	2020-08-31	85
Additional cash requirement	2020-08-31	82,873
Contributions allocatedtoward minimum required contributions for current year	2020-08-31	82,873
Unpaid minimum required contributions for current year	2020-08-31	0
Unpaid minimum required contributions for all years	2020-08-31	0
2019: FARMERS MUTUAL FIRE INSURANCE COMPANY EMPLOYEES PENSION PLAN 2019 401k membership
Market value of plan assets	2019-08-31	3,246,879
Acturial value of plan assets	2019-08-31	3,186,178
Funding target for retired participants and beneficiaries receiving payment	2019-08-31	0
Number of terminated vested participants	2019-08-31	3
Fundng target for terminated vested participants	2019-08-31	84,080
Active participant vested funding target	2019-08-31	2,724,387
Number of active participants	2019-08-31	13
Total funding liabilities for active participants	2019-08-31	2,724,387
Total participant count	2019-08-31	16
Total funding target for all participants	2019-08-31	2,808,467
Balance at beginning of prior year after applicable adjustments	2019-08-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-08-31	498,735
Carryover balanced portion elected for use to offset prior years funding requirement	2019-08-31	0
Prefunding balanced used to offset prior years funding requirement	2019-08-31	4,298
Amount remaining of carryover balance	2019-08-31	0
Amount remaining of prefunding balance	2019-08-31	494,437
Present value of excess contributions	2019-08-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-08-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-08-31	0
Reductions in caryover balances due to elections or deemed elections	2019-08-31	0
Balance of carryovers at beginning of current year	2019-08-31	0
Balance of prefunding at beginning of current year	2019-08-31	535,624
Total employer contributions	2019-08-31	153,422
Total employee contributions	2019-08-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-08-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-08-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-08-31	150,466
Unpaid minimum required contributions for all prior years	2019-08-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-08-31	0
Remaining amount of unpaid minimum required contributions	2019-08-31	0
Minimum required contributions for current year target normal cost	2019-08-31	76,902
Net shortfall amortization installment of oustanding balance	2019-08-31	0
Waiver amortization installment	2019-08-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-08-31	76,902
Carryover balance elected to use to offset funding requirement	2019-08-31	0
Prefunding balance elected to use to offset funding requirement	2019-08-31	0
Additional cash requirement	2019-08-31	76,902
Contributions allocatedtoward minimum required contributions for current year	2019-08-31	150,466
Unpaid minimum required contributions for current year	2019-08-31	0
Unpaid minimum required contributions for all years	2019-08-31	0
2018: FARMERS MUTUAL FIRE INSURANCE COMPANY EMPLOYEES PENSION PLAN 2018 401k membership
Market value of plan assets	2018-08-31	2,871,407
Acturial value of plan assets	2018-08-31	2,798,984
Funding target for retired participants and beneficiaries receiving payment	2018-08-31	0
Number of terminated vested participants	2018-08-31	2
Fundng target for terminated vested participants	2018-08-31	75,166
Active participant vested funding target	2018-08-31	2,242,118
Number of active participants	2018-08-31	13
Total funding liabilities for active participants	2018-08-31	2,242,118
Total participant count	2018-08-31	15
Total funding target for all participants	2018-08-31	2,317,284
Balance at beginning of prior year after applicable adjustments	2018-08-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-08-31	456,174
Carryover balanced portion elected for use to offset prior years funding requirement	2018-08-31	0
Prefunding balanced used to offset prior years funding requirement	2018-08-31	0
Amount remaining of carryover balance	2018-08-31	0
Amount remaining of prefunding balance	2018-08-31	456,174
Present value of excess contributions	2018-08-31	84,101
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-08-31	89,450
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-08-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-08-31	0
Balance of carryovers at beginning of current year	2018-08-31	0
Balance of prefunding at beginning of current year	2018-08-31	498,735
Total employer contributions	2018-08-31	130,865
Total employee contributions	2018-08-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-08-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-08-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-08-31	126,567
Unpaid minimum required contributions for all prior years	2018-08-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-08-31	0
Remaining amount of unpaid minimum required contributions	2018-08-31	0
Minimum required contributions for current year target normal cost	2018-08-31	130,865
Net shortfall amortization installment of oustanding balance	2018-08-31	0
Waiver amortization installment	2018-08-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-08-31	130,865
Carryover balance elected to use to offset funding requirement	2018-08-31	0
Prefunding balance elected to use to offset funding requirement	2018-08-31	4,298
Additional cash requirement	2018-08-31	126,567
Contributions allocatedtoward minimum required contributions for current year	2018-08-31	126,567
Unpaid minimum required contributions for current year	2018-08-31	0
Unpaid minimum required contributions for all years	2018-08-31	0
2017: FARMERS MUTUAL FIRE INSURANCE COMPANY EMPLOYEES PENSION PLAN 2017 401k membership
Market value of plan assets	2017-08-31	2,530,675
Acturial value of plan assets	2017-08-31	2,558,198
Funding target for retired participants and beneficiaries receiving payment	2017-08-31	0
Number of terminated vested participants	2017-08-31	2
Fundng target for terminated vested participants	2017-08-31	68,511
Active participant vested funding target	2017-08-31	1,926,764
Number of active participants	2017-08-31	13
Total funding liabilities for active participants	2017-08-31	1,926,764
Total participant count	2017-08-31	15
Total funding target for all participants	2017-08-31	1,995,275
Balance at beginning of prior year after applicable adjustments	2017-08-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-08-31	283,026
Carryover balanced portion elected for use to offset prior years funding requirement	2017-08-31	0
Prefunding balanced used to offset prior years funding requirement	2017-08-31	0
Amount remaining of carryover balance	2017-08-31	0
Amount remaining of prefunding balance	2017-08-31	283,026
Present value of excess contributions	2017-08-31	136,667
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-08-31	145,468
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-08-31	145,468
Reductions in caryover balances due to elections or deemed elections	2017-08-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-08-31	0
Balance of carryovers at beginning of current year	2017-08-31	0
Balance of prefunding at beginning of current year	2017-08-31	456,174
Total employer contributions	2017-08-31	100,000
Total employee contributions	2017-08-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-08-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-08-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-08-31	95,050
Unpaid minimum required contributions for all prior years	2017-08-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-08-31	0
Remaining amount of unpaid minimum required contributions	2017-08-31	0
Minimum required contributions for current year target normal cost	2017-08-31	117,698
Net shortfall amortization installment of oustanding balance	2017-08-31	0
Waiver amortization installment	2017-08-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-08-31	10,949
Carryover balance elected to use to offset funding requirement	2017-08-31	0
Prefunding balance elected to use to offset funding requirement	2017-08-31	0
Additional cash requirement	2017-08-31	10,949
Contributions allocatedtoward minimum required contributions for current year	2017-08-31	95,050
Unpaid minimum required contributions for current year	2017-08-31	0
Unpaid minimum required contributions for all years	2017-08-31	0
2009: FARMERS MUTUAL FIRE INSURANCE COMPANY EMPLOYEES PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-09-01	15
Total number of active participants reported on line 7a of the Form 5500	2009-09-01	13
Number of retired or separated participants receiving benefits	2009-09-01	0
Number of other retired or separated participants entitled to future benefits	2009-09-01	2
Total of all active and inactive participants	2009-09-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-09-01	0
Total participants	2009-09-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-09-01	0

Financial Data on FARMERS MUTUAL FIRE INSURANCE COMPANY EMPLOYEES PENSION PLAN

Measure	Date	Value
2010 : FARMERS MUTUAL FIRE INSURANCE COMPANY EMPLOYEES PENSION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-08-31	$0

Form 5500 Responses for FARMERS MUTUAL FIRE INSURANCE COMPANY EMPLOYEES PENSION PLAN

2009: FARMERS MUTUAL FIRE INSURANCE COMPANY EMPLOYEES PENSION PLAN 2009 form 5500 responses
2009-09-01	Type of plan entity	Single employer plan
2009-09-01	Submission has been amended	No
2009-09-01	This submission is the final filing	No
2009-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-09-01	Plan is a collectively bargained plan	No
2009-09-01	Plan funding arrangement – Trust	Yes
2009-09-01	Plan benefit arrangement - Trust	Yes

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Company Name:	FARMERS MUTUAL FIRE INSURANCE COMPANY OF OKARCHE, OKLAHOMA
Employer identification number (EIN):	730255960
NAIC Classification:	524150