FARMERS UNION MUTUAL INSURANCE CO - MONTANA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan NATIONAL FARMERS UNION UNIFORM PENSION PLAN
Measure | Date | Value |
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2023: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2023 401k membership |
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Total participants, beginning-of-year | 2023-01-01 | 83 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 37 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 35 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 11 |
Total of all active and inactive participants | 2023-01-01 | 83 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 83 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 1 |
2022: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2022 401k membership |
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Market value of plan assets | 2022-12-31 | 12,215,723 |
Acturial value of plan assets | 2022-12-31 | 11,740,566 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 6,205,153 |
Number of terminated vested participants | 2022-12-31 | 11 |
Fundng target for terminated vested participants | 2022-12-31 | 488,892 |
Active participant vested funding target | 2022-12-31 | 3,437,424 |
Number of active participants | 2022-12-31 | 38 |
Total funding liabilities for active participants | 2022-12-31 | 3,536,804 |
Total participant count | 2022-12-31 | 86 |
Total funding target for all participants | 2022-12-31 | 10,230,849 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 3,045,885 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 0 |
Amount remaining of carryover balance | 2022-12-31 | 3,045,885 |
Amount remaining of prefunding balance | 2022-12-31 | 0 |
Present value of excess contributions | 2022-12-31 | 296,581 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 313,308 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
Balance of carryovers at beginning of current year | 2022-12-31 | 3,323,974 |
Balance of prefunding at beginning of current year | 2022-12-31 | 0 |
Total employer contributions | 2022-12-31 | 960,000 |
Total employee contributions | 2022-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 928,985 |
Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 409,499 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
Waiver amortization installment | 2022-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 409,499 |
Carryover balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Additional cash requirement | 2022-12-31 | 409,499 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 928,985 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
Total participants, beginning-of-year | 2022-01-01 | 84 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 36 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 36 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 11 |
Total of all active and inactive participants | 2022-01-01 | 83 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 1 |
Total participants | 2022-01-01 | 84 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2021 401k membership |
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Market value of plan assets | 2021-12-31 | 10,922,096 |
Acturial value of plan assets | 2021-12-31 | 10,922,096 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 5,485,428 |
Number of terminated vested participants | 2021-12-31 | 10 |
Fundng target for terminated vested participants | 2021-12-31 | 552,251 |
Active participant vested funding target | 2021-12-31 | 2,817,247 |
Number of active participants | 2021-12-31 | 36 |
Total funding liabilities for active participants | 2021-12-31 | 3,679,809 |
Total participant count | 2021-12-31 | 82 |
Total funding target for all participants | 2021-12-31 | 9,717,488 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 2,776,812 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 0 |
Amount remaining of carryover balance | 2021-12-31 | 2,776,812 |
Amount remaining of prefunding balance | 2021-12-31 | 0 |
Present value of excess contributions | 2021-12-31 | 259,562 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 273,656 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 3,045,885 |
Balance of prefunding at beginning of current year | 2021-12-31 | 0 |
Total employer contributions | 2021-12-31 | 610,000 |
Total employee contributions | 2021-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 589,984 |
Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 293,268 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 293,268 |
Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Additional cash requirement | 2021-12-31 | 293,268 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 589,984 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 82 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 36 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 36 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 10 |
Total of all active and inactive participants | 2021-01-01 | 82 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 82 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 2 |
2020: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2020 401k membership |
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Market value of plan assets | 2020-12-31 | 10,721,978 |
Acturial value of plan assets | 2020-12-31 | 10,721,978 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 4,852,793 |
Number of terminated vested participants | 2020-12-31 | 10 |
Fundng target for terminated vested participants | 2020-12-31 | 530,741 |
Active participant vested funding target | 2020-12-31 | 4,527,547 |
Number of active participants | 2020-12-31 | 36 |
Total funding liabilities for active participants | 2020-12-31 | 4,527,547 |
Total participant count | 2020-12-31 | 81 |
Total funding target for all participants | 2020-12-31 | 9,911,081 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 2,421,568 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 0 |
Amount remaining of carryover balance | 2020-12-31 | 2,421,568 |
Amount remaining of prefunding balance | 2020-12-31 | 0 |
Present value of excess contributions | 2020-12-31 | 417,922 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 441,117 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 2,776,812 |
Balance of prefunding at beginning of current year | 2020-12-31 | 0 |
Total employer contributions | 2020-12-31 | 646,000 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 627,152 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 367,590 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 0 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 367,590 |
Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Additional cash requirement | 2020-12-31 | 367,590 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 627,152 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 81 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 34 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 35 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 10 |
Total of all active and inactive participants | 2020-01-01 | 79 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 79 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2019 401k membership |
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Market value of plan assets | 2019-12-31 | 9,503,979 |
Acturial value of plan assets | 2019-12-31 | 10,024,069 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 6,257,756 |
Number of terminated vested participants | 2019-12-31 | 11 |
Fundng target for terminated vested participants | 2019-12-31 | 897,372 |
Active participant vested funding target | 2019-12-31 | 2,195,555 |
Number of active participants | 2019-12-31 | 34 |
Total funding liabilities for active participants | 2019-12-31 | 2,325,449 |
Total participant count | 2019-12-31 | 82 |
Total funding target for all participants | 2019-12-31 | 9,480,577 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 2,564,677 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 0 |
Amount remaining of carryover balance | 2019-12-31 | 2,564,677 |
Amount remaining of prefunding balance | 2019-12-31 | 0 |
Present value of excess contributions | 2019-12-31 | 354,601 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 374,849 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
Balance of carryovers at beginning of current year | 2019-12-31 | 2,421,568 |
Balance of prefunding at beginning of current year | 2019-12-31 | 0 |
Total employer contributions | 2019-12-31 | 811,000 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 785,328 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 367,406 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 0 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 367,406 |
Carryover balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Additional cash requirement | 2019-12-31 | 367,406 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 785,328 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 82 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 34 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 36 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 11 |
Total of all active and inactive participants | 2019-01-01 | 81 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 81 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2018 401k membership |
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Market value of plan assets | 2018-12-31 | 10,121,190 |
Acturial value of plan assets | 2018-12-31 | 10,121,190 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 6,267,086 |
Number of terminated vested participants | 2018-12-31 | 10 |
Fundng target for terminated vested participants | 2018-12-31 | 735,352 |
Active participant vested funding target | 2018-12-31 | 2,276,616 |
Number of active participants | 2018-12-31 | 31 |
Total funding liabilities for active participants | 2018-12-31 | 2,276,616 |
Total participant count | 2018-12-31 | 77 |
Total funding target for all participants | 2018-12-31 | 9,279,054 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 2,272,844 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
Amount remaining of carryover balance | 2018-12-31 | 2,272,844 |
Amount remaining of prefunding balance | 2018-12-31 | 0 |
Present value of excess contributions | 2018-12-31 | 261,463 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 276,863 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
Balance of carryovers at beginning of current year | 2018-12-31 | 2,564,677 |
Balance of prefunding at beginning of current year | 2018-12-31 | 0 |
Total employer contributions | 2018-12-31 | 720,000 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 701,872 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 347,271 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 0 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 347,271 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Additional cash requirement | 2018-12-31 | 347,271 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 701,872 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 77 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 29 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 37 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 11 |
Total of all active and inactive participants | 2018-01-01 | 77 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 77 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2017 401k membership |
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Market value of plan assets | 2017-12-31 | 9,635,713 |
Acturial value of plan assets | 2017-12-31 | 10,032,903 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 6,053,059 |
Number of terminated vested participants | 2017-12-31 | 11 |
Fundng target for terminated vested participants | 2017-12-31 | 660,747 |
Active participant vested funding target | 2017-12-31 | 1,931,168 |
Number of active participants | 2017-12-31 | 26 |
Total funding liabilities for active participants | 2017-12-31 | 1,956,476 |
Total participant count | 2017-12-31 | 73 |
Total funding target for all participants | 2017-12-31 | 8,670,282 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 2,119,795 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 2,119,795 |
Amount remaining of prefunding balance | 2017-12-31 | 0 |
Present value of excess contributions | 2017-12-31 | 458,166 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 485,885 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 2,272,844 |
Balance of prefunding at beginning of current year | 2017-12-31 | 0 |
Total employer contributions | 2017-12-31 | 570,000 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 550,501 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 289,038 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 0 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 289,038 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Additional cash requirement | 2017-12-31 | 289,038 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 550,501 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 73 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 31 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 36 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 10 |
Total of all active and inactive participants | 2017-01-01 | 77 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 77 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2016 401k membership |
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Market value of plan assets | 2016-12-31 | 11,171,578 |
Acturial value of plan assets | 2016-12-31 | 12,216,501 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 6,089,008 |
Number of terminated vested participants | 2016-12-31 | 8 |
Fundng target for terminated vested participants | 2016-12-31 | 442,749 |
Active participant vested funding target | 2016-12-31 | 3,311,602 |
Number of active participants | 2016-12-31 | 32 |
Total funding liabilities for active participants | 2016-12-31 | 3,330,471 |
Total participant count | 2016-12-31 | 76 |
Total funding target for all participants | 2016-12-31 | 9,862,228 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 2,212,961 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 2,212,961 |
Amount remaining of prefunding balance | 2016-12-31 | 0 |
Present value of excess contributions | 2016-12-31 | 291,791 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 309,999 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 2,119,795 |
Balance of prefunding at beginning of current year | 2016-12-31 | 0 |
Total employer contributions | 2016-12-31 | 540,000 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 519,066 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 295,378 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
Waiver amortization installment | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 60,900 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Additional cash requirement | 2016-12-31 | 60,900 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 519,066 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 76 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 25 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 36 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 11 |
Total of all active and inactive participants | 2016-01-01 | 72 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 72 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 76 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 29 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 33 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 11 |
Total of all active and inactive participants | 2015-01-01 | 73 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 3 |
Total participants | 2015-01-01 | 76 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-01-01 | 77 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 29 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 34 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 12 |
Total of all active and inactive participants | 2014-01-01 | 75 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 3 |
Total participants | 2014-01-01 | 78 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
2013: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 82 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 30 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 32 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 11 |
Total of all active and inactive participants | 2013-01-01 | 73 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 3 |
Total participants | 2013-01-01 | 76 |
2012: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 85 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 34 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 32 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 12 |
Total of all active and inactive participants | 2012-01-01 | 78 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 3 |
Total participants | 2012-01-01 | 81 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 82 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 37 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 30 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 15 |
Total of all active and inactive participants | 2011-01-01 | 82 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 3 |
Total participants | 2011-01-01 | 85 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 2 |
2010: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2010 401k membership |
---|
Total participants, beginning-of-year | 2010-01-01 | 82 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 38 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 30 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 15 |
Total of all active and inactive participants | 2010-01-01 | 83 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 3 |
Total participants | 2010-01-01 | 86 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 1 |
2009: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 84 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 37 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 29 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 13 |
Total of all active and inactive participants | 2009-01-01 | 79 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 3 |
Total participants | 2009-01-01 | 82 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|
2023 : NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2023 401k financial data |
---|
Total plan liabilities at end of year | 2023-12-31 | $0 |
Total plan liabilities at beginning of year | 2023-12-31 | $0 |
Total income from all sources | 2023-12-31 | $2,288,541 |
Expenses. Total of all expenses incurred | 2023-12-31 | $646,480 |
Benefits paid (including direct rollovers) | 2023-12-31 | $584,431 |
Total plan assets at end of year | 2023-12-31 | $12,265,524 |
Total plan assets at beginning of year | 2023-12-31 | $10,623,463 |
Value of fidelity bond covering the plan | 2023-12-31 | $3,000,000 |
Total contributions received or receivable from participants | 2023-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
Other income received | 2023-12-31 | $1,228,541 |
Noncash contributions received | 2023-12-31 | $0 |
Net income (gross income less expenses) | 2023-12-31 | $1,642,061 |
Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $12,265,524 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $10,623,463 |
Total contributions received or receivable from employer(s) | 2023-12-31 | $1,060,000 |
Value of corrective distributions | 2023-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $62,049 |
2022 : NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2022 401k financial data |
---|
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-133,389 |
Expenses. Total of all expenses incurred | 2022-12-31 | $1,458,871 |
Benefits paid (including direct rollovers) | 2022-12-31 | $1,346,913 |
Total plan assets at end of year | 2022-12-31 | $10,623,463 |
Total plan assets at beginning of year | 2022-12-31 | $12,215,723 |
Value of fidelity bond covering the plan | 2022-12-31 | $3,000,000 |
Total contributions received or receivable from participants | 2022-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
Other income received | 2022-12-31 | $-1,093,389 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-1,592,260 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $10,623,463 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $12,215,723 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $960,000 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $111,958 |
2021 : NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2021 401k financial data |
---|
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $1,636,223 |
Expenses. Total of all expenses incurred | 2021-12-31 | $979,034 |
Benefits paid (including direct rollovers) | 2021-12-31 | $870,639 |
Total plan assets at end of year | 2021-12-31 | $12,215,723 |
Total plan assets at beginning of year | 2021-12-31 | $11,558,534 |
Value of fidelity bond covering the plan | 2021-12-31 | $3,000,000 |
Total contributions received or receivable from participants | 2021-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
Other income received | 2021-12-31 | $1,026,223 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $657,189 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $12,215,723 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $11,558,534 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $610,000 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $108,395 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
2020 : NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2020 401k financial data |
---|
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $1,673,569 |
Expenses. Total of all expenses incurred | 2020-12-31 | $1,087,434 |
Benefits paid (including direct rollovers) | 2020-12-31 | $985,910 |
Total plan assets at end of year | 2020-12-31 | $11,558,534 |
Total plan assets at beginning of year | 2020-12-31 | $10,972,399 |
Value of fidelity bond covering the plan | 2020-12-31 | $3,000,000 |
Total contributions received or receivable from participants | 2020-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
Other income received | 2020-12-31 | $1,027,569 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $586,135 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $11,558,534 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $10,972,399 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $646,000 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $101,524 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2019 401k financial data |
---|
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $2,199,002 |
Expenses. Total of all expenses incurred | 2019-12-31 | $730,582 |
Benefits paid (including direct rollovers) | 2019-12-31 | $629,447 |
Total plan assets at end of year | 2019-12-31 | $10,972,399 |
Total plan assets at beginning of year | 2019-12-31 | $9,503,979 |
Value of fidelity bond covering the plan | 2019-12-31 | $3,000,000 |
Total contributions received or receivable from participants | 2019-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
Other income received | 2019-12-31 | $1,388,002 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $1,468,420 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $10,972,399 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $9,503,979 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $811,000 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $101,135 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2018 401k financial data |
---|
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $151,138 |
Expenses. Total of all expenses incurred | 2018-12-31 | $1,185,270 |
Benefits paid (including direct rollovers) | 2018-12-31 | $1,086,896 |
Total plan assets at end of year | 2018-12-31 | $9,503,979 |
Total plan assets at beginning of year | 2018-12-31 | $10,538,111 |
Value of fidelity bond covering the plan | 2018-12-31 | $3,000,000 |
Total contributions received or receivable from participants | 2018-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $98,374 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $-568,862 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $-1,034,132 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $9,503,979 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $10,538,111 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $720,000 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2017 401k financial data |
---|
Total income from all sources | 2017-12-31 | $1,774,328 |
Expenses. Total of all expenses incurred | 2017-12-31 | $871,930 |
Benefits paid (including direct rollovers) | 2017-12-31 | $772,303 |
Total plan assets at end of year | 2017-12-31 | $10,538,111 |
Total plan assets at beginning of year | 2017-12-31 | $9,635,713 |
Value of fidelity bond covering the plan | 2017-12-31 | $3,000,000 |
Total contributions received or receivable from participants | 2017-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $27,306 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $1,204,328 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $902,398 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $10,538,111 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $9,635,713 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $570,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $72,321 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2016 401k financial data |
---|
Total income from all sources | 2016-12-31 | $1,282,119 |
Expenses. Total of all expenses incurred | 2016-12-31 | $2,817,984 |
Benefits paid (including direct rollovers) | 2016-12-31 | $2,735,854 |
Total plan assets at end of year | 2016-12-31 | $9,635,713 |
Total plan assets at beginning of year | 2016-12-31 | $11,171,578 |
Value of fidelity bond covering the plan | 2016-12-31 | $3,000,000 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $82,130 |
Other income received | 2016-12-31 | $742,119 |
Net income (gross income less expenses) | 2016-12-31 | $-1,535,865 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $9,635,713 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $11,171,578 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $540,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2015 401k financial data |
---|
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $-195,921 |
Expenses. Total of all expenses incurred | 2015-12-31 | $974,235 |
Benefits paid (including direct rollovers) | 2015-12-31 | $877,279 |
Total plan assets at end of year | 2015-12-31 | $11,171,578 |
Total plan assets at beginning of year | 2015-12-31 | $12,341,734 |
Value of fidelity bond covering the plan | 2015-12-31 | $3,000,000 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $96,956 |
Other income received | 2015-12-31 | $-498,941 |
Net income (gross income less expenses) | 2015-12-31 | $-1,170,156 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $11,171,578 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $12,341,734 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $303,020 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2014 401k financial data |
---|
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $2,557 |
Total income from all sources | 2014-12-31 | $658,043 |
Expenses. Total of all expenses incurred | 2014-12-31 | $672,578 |
Benefits paid (including direct rollovers) | 2014-12-31 | $601,096 |
Total plan assets at end of year | 2014-12-31 | $12,341,734 |
Total plan assets at beginning of year | 2014-12-31 | $12,358,826 |
Value of fidelity bond covering the plan | 2014-12-31 | $3,000,000 |
Other income received | 2014-12-31 | $355,023 |
Net income (gross income less expenses) | 2014-12-31 | $-14,535 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $12,341,734 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $12,356,269 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $303,020 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $71,482 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2013 401k financial data |
---|
Total plan liabilities at end of year | 2013-12-31 | $2,557 |
Total income from all sources | 2013-12-31 | $1,734,595 |
Expenses. Total of all expenses incurred | 2013-12-31 | $578,013 |
Benefits paid (including direct rollovers) | 2013-12-31 | $513,392 |
Total plan assets at end of year | 2013-12-31 | $12,358,826 |
Total plan assets at beginning of year | 2013-12-31 | $11,199,687 |
Value of fidelity bond covering the plan | 2013-12-31 | $3,000,000 |
Other income received | 2013-12-31 | $1,392,595 |
Net income (gross income less expenses) | 2013-12-31 | $1,156,582 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $12,356,269 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $11,199,687 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $342,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $64,621 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2012 401k financial data |
---|
Total income from all sources | 2012-12-31 | $1,468,780 |
Expenses. Total of all expenses incurred | 2012-12-31 | $411,187 |
Benefits paid (including direct rollovers) | 2012-12-31 | $345,544 |
Total plan assets at end of year | 2012-12-31 | $11,199,687 |
Total plan assets at beginning of year | 2012-12-31 | $10,142,094 |
Value of fidelity bond covering the plan | 2012-12-31 | $3,000,000 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $65,643 |
Other income received | 2012-12-31 | $1,126,780 |
Net income (gross income less expenses) | 2012-12-31 | $1,057,593 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $11,199,687 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $10,142,094 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $342,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2011 401k financial data |
---|
Total plan liabilities at end of year | 2011-12-31 | $1,720 |
Total plan liabilities at beginning of year | 2011-12-31 | $5,818 |
Total income from all sources | 2011-12-31 | $1,126,475 |
Expenses. Total of all expenses incurred | 2011-12-31 | $1,524,418 |
Benefits paid (including direct rollovers) | 2011-12-31 | $342,907 |
Total plan assets at end of year | 2011-12-31 | $10,143,814 |
Total plan assets at beginning of year | 2011-12-31 | $10,545,855 |
Value of fidelity bond covering the plan | 2011-12-31 | $3,000,000 |
Other income received | 2011-12-31 | $904,475 |
Net income (gross income less expenses) | 2011-12-31 | $-397,943 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $10,142,094 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $10,540,037 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $222,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $1,181,511 |
2010 : NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2010 401k financial data |
---|
Total plan liabilities at end of year | 2010-12-31 | $5,818 |
Total plan liabilities at beginning of year | 2010-12-31 | $5,306 |
Total income from all sources | 2010-12-31 | $1,383,329 |
Expenses. Total of all expenses incurred | 2010-12-31 | $399,228 |
Benefits paid (including direct rollovers) | 2010-12-31 | $337,114 |
Total plan assets at end of year | 2010-12-31 | $10,545,855 |
Total plan assets at beginning of year | 2010-12-31 | $9,561,242 |
Value of fidelity bond covering the plan | 2010-12-31 | $3,000,000 |
Other income received | 2010-12-31 | $1,059,329 |
Net income (gross income less expenses) | 2010-12-31 | $984,101 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $10,540,037 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $9,555,936 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $324,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $62,114 |
2023: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2023 form 5500 responses |
---|
2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | Submission has been amended | No |
2023-01-01 | This submission is the final filing | No |
2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2023-01-01 | Plan is a collectively bargained plan | No |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2022 form 5500 responses |
---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2021 form 5500 responses |
---|
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2020 form 5500 responses |
---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2019 form 5500 responses |
---|
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2018 form 5500 responses |
---|
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2017 form 5500 responses |
---|
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2016 form 5500 responses |
---|
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2014 form 5500 responses |
---|
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2013 form 5500 responses |
---|
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2012 form 5500 responses |
---|
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2011 form 5500 responses |
---|
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2010 form 5500 responses |
---|
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2009 form 5500 responses |
---|
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |