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FARMERS MUTUAL INSURANCE COMPANY OF NEBRASKA EMPLOYEE RETIREMENT PLAN 401k Plan overview

Plan NameFARMERS MUTUAL INSURANCE COMPANY OF NEBRASKA EMPLOYEE RETIREMENT PLAN
Plan identification number 001

FARMERS MUTUAL INSURANCE COMPANY OF NEBRASKA EMPLOYEE RETIREMENT PLAN Benefits

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

401k Sponsoring company profile

FARMERS MUTUAL INSURANCE CO. OF NE has sponsored the creation of one or more 401k plans.

Company Name:FARMERS MUTUAL INSURANCE CO. OF NE
Employer identification number (EIN):470157205
NAIC Classification:524150

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FARMERS MUTUAL INSURANCE COMPANY OF NEBRASKA EMPLOYEE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-03-01MARK WALZ2023-09-25 MARK WALZ2023-09-25
0012021-03-01MARK WALZ2022-10-19 MARK WALZ2022-10-19
0012020-03-01MARK WALZ2021-09-30 MARK WALZ2021-09-30
0012019-03-01MARK WALZ2020-09-30 MARK WALZ2020-09-30
0012018-03-01
0012017-03-01MARK WALZ
0012016-03-01MARK WALZ
0012015-03-01MARK WALZ
0012015-03-01MARK WALZ
0012014-03-01MARK WALZ
0012013-03-01MARK WALZ
0012012-03-01MARK WALZ
0012011-03-01MARK WALZ
0012010-03-01MARK WALZ
0012009-03-01MARK WALZ
0012009-03-01MARK WALZ
0012009-03-01MARK WALZ
0012009-03-01MARK WALZ

Plan Statistics for FARMERS MUTUAL INSURANCE COMPANY OF NEBRASKA EMPLOYEE RETIREMENT PLAN

401k plan membership statisitcs for FARMERS MUTUAL INSURANCE COMPANY OF NEBRASKA EMPLOYEE RETIREMENT PLAN

Measure Date Value
2023: FARMERS MUTUAL INSURANCE COMPANY OF NEBRASKA EMPLOYEE RETIREMENT PLAN 2023 401k membership
Market value of plan assets2023-02-2884,792,725
Acturial value of plan assets2023-02-2884,792,725
Funding target for retired participants and beneficiaries receiving payment2023-02-2819,251,318
Number of terminated vested participants2023-02-2859
Fundng target for terminated vested participants2023-02-282,011,803
Active participant vested funding target2023-02-2830,569,143
Number of active participants2023-02-28274
Total funding liabilities for active participants2023-02-2830,778,468
Total participant count2023-02-28441
Total funding target for all participants2023-02-2852,041,589
Prefunding balance at beginning of prior year after applicable adjustments2023-02-2830,222,615
Prefunding balanced used to offset prior years funding requirement2023-02-28419,830
Amount remaining of prefunding balance2023-02-2829,802,785
Present value of excess contributions2023-02-283,092,201
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2023-02-283,260,274
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2023-02-283,260,274
Reductions in prefunding balances due to elections or deemed elections2023-02-280
Balance of prefunding at beginning of current year2023-02-2834,124,038
Total employer contributions2023-02-283,500,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2023-02-283,316,946
Remaining amount of unpaid minimum required contributions2023-02-280
Minimum required contributions for current year target normal cost2023-02-283,162,249
Net shortfall amortization installment of oustanding balance2023-02-281,372,902
Total funding amount beforereflecting carryover/prefunding balances2023-02-283,289,122
Additional cash requirement2023-02-283,289,122
Contributions allocatedtoward minimum required contributions for current year2023-02-283,316,946
Unpaid minimum required contributions for current year2023-02-280
Unpaid minimum required contributions for all years2023-02-280
2022: FARMERS MUTUAL INSURANCE COMPANY OF NEBRASKA EMPLOYEE RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-03-01441
Total number of active participants reported on line 7a of the Form 55002022-03-01279
Number of retired or separated participants receiving benefits2022-03-01104
Number of other retired or separated participants entitled to future benefits2022-03-0164
Total of all active and inactive participants2022-03-01447
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-03-019
Total participants2022-03-01456
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-03-015
Market value of plan assets2022-02-2880,147,928
Acturial value of plan assets2022-02-2880,147,928
Funding target for retired participants and beneficiaries receiving payment2022-02-2818,739,258
Number of terminated vested participants2022-02-2858
Fundng target for terminated vested participants2022-02-281,794,609
Active participant vested funding target2022-02-2826,887,279
Number of active participants2022-02-28264
Total funding liabilities for active participants2022-02-2827,039,407
Total participant count2022-02-28424
Total funding target for all participants2022-02-2847,573,274
Prefunding balance at beginning of prior year after applicable adjustments2022-02-2826,066,711
Prefunding balanced used to offset prior years funding requirement2022-02-282,311,152
Amount remaining of prefunding balance2022-02-2823,755,559
Present value of excess contributions2022-02-282,106,682
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-02-282,461,869
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-02-282,461,869
Reductions in prefunding balances due to elections or deemed elections2022-02-280
Balance of prefunding at beginning of current year2022-02-2830,222,615
Total employer contributions2022-02-283,500,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-02-283,313,352
Liquidity shortfalls end of Q12022-02-280
Liquidity shortfalls end of Q22022-02-280
Liquidity shortfalls end of Q32022-02-280
Liquidity shortfalls end of Q42022-02-280
Minimum required contributions for current year target normal cost2022-02-282,993,020
Total funding amount beforereflecting carryover/prefunding balances2022-02-28640,981
Prefunding balance elected to use to offset funding requirement2022-02-28419,830
Additional cash requirement2022-02-28221,151
Contributions allocatedtoward minimum required contributions for current year2022-02-283,313,352
Unpaid minimum required contributions for current year2022-02-280
Unpaid minimum required contributions for all years2022-02-280
2021: FARMERS MUTUAL INSURANCE COMPANY OF NEBRASKA EMPLOYEE RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-03-01424
Total number of active participants reported on line 7a of the Form 55002021-03-01274
Number of retired or separated participants receiving benefits2021-03-01100
Number of other retired or separated participants entitled to future benefits2021-03-0159
Total of all active and inactive participants2021-03-01433
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-03-018
Total participants2021-03-01441
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-03-014
Market value of plan assets2021-02-2866,941,544
Acturial value of plan assets2021-02-2866,941,544
Funding target for retired participants and beneficiaries receiving payment2021-02-2818,099,063
Number of terminated vested participants2021-02-2857
Fundng target for terminated vested participants2021-02-281,719,415
Active participant vested funding target2021-02-2825,281,991
Number of active participants2021-02-28251
Total funding liabilities for active participants2021-02-2825,398,450
Total participant count2021-02-28411
Total funding target for all participants2021-02-2845,216,928
Prefunding balance at beginning of prior year after applicable adjustments2021-02-2824,484,262
Prefunding balanced used to offset prior years funding requirement2021-02-281,886,002
Amount remaining of prefunding balance2021-02-2822,598,260
Present value of excess contributions2021-02-281,898,309
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-02-282,019,903
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-02-282,019,903
Reductions in prefunding balances due to elections or deemed elections2021-02-280
Balance of prefunding at beginning of current year2021-02-2826,066,711
Total employer contributions2021-02-283,500,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-02-283,320,875
Liquidity shortfalls end of Q12021-02-280
Liquidity shortfalls end of Q22021-02-280
Liquidity shortfalls end of Q32021-02-280
Liquidity shortfalls end of Q42021-02-280
Unpaid minimum required contributions for all prior years2021-02-280
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-02-280
Remaining amount of unpaid minimum required contributions2021-02-280
Minimum required contributions for current year target normal cost2021-02-282,433,361
Net shortfall amortization installment of oustanding balance2021-02-284,342,095
Total funding amount beforereflecting carryover/prefunding balances2021-02-283,525,345
Carryover balance elected to use to offset funding requirement2021-02-280
Prefunding balance elected to use to offset funding requirement2021-02-282,311,152
Additional cash requirement2021-02-281,214,193
Contributions allocatedtoward minimum required contributions for current year2021-02-283,320,875
Unpaid minimum required contributions for current year2021-02-280
Unpaid minimum required contributions for all years2021-02-280
2020: FARMERS MUTUAL INSURANCE COMPANY OF NEBRASKA EMPLOYEE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-03-01411
Total number of active participants reported on line 7a of the Form 55002020-03-01264
Number of retired or separated participants receiving benefits2020-03-0192
Number of other retired or separated participants entitled to future benefits2020-03-0158
Total of all active and inactive participants2020-03-01414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-03-0110
Total participants2020-03-01424
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-03-011
Market value of plan assets2020-02-2961,130,043
Acturial value of plan assets2020-02-2961,130,043
Funding target for retired participants and beneficiaries receiving payment2020-02-2917,470,884
Number of terminated vested participants2020-02-2956
Fundng target for terminated vested participants2020-02-291,255,377
Active participant vested funding target2020-02-2922,021,384
Number of active participants2020-02-29249
Total funding liabilities for active participants2020-02-2922,215,061
Total participant count2020-02-29405
Total funding target for all participants2020-02-2940,941,322
Balance at beginning of prior year after applicable adjustments2020-02-29907,829
Prefunding balance at beginning of prior year after applicable adjustments2020-02-2923,500,048
Carryover balanced portion elected for use to offset prior years funding requirement2020-02-29907,829
Prefunding balanced used to offset prior years funding requirement2020-02-29937,281
Amount remaining of prefunding balance2020-02-2922,562,767
Present value of excess contributions2020-02-291,616,832
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-02-291,637,204
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-02-291,637,204
Reductions in prefunding balances due to elections or deemed elections2020-02-290
Balance of prefunding at beginning of current year2020-02-2924,484,262
Total employer contributions2020-02-293,500,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-02-293,312,264
Liquidity shortfalls end of Q12020-02-290
Liquidity shortfalls end of Q22020-02-290
Liquidity shortfalls end of Q32020-02-290
Liquidity shortfalls end of Q42020-02-290
Unpaid minimum required contributions for all prior years2020-02-290
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-02-290
Remaining amount of unpaid minimum required contributions2020-02-290
Minimum required contributions for current year target normal cost2020-02-292,345,714
Net shortfall amortization installment of oustanding balance2020-02-294,295,541
Total funding amount beforereflecting carryover/prefunding balances2020-02-293,299,957
Prefunding balance elected to use to offset funding requirement2020-02-291,886,002
Additional cash requirement2020-02-291,413,955
Contributions allocatedtoward minimum required contributions for current year2020-02-293,312,264
Unpaid minimum required contributions for current year2020-02-290
Unpaid minimum required contributions for all years2020-02-290
2019: FARMERS MUTUAL INSURANCE COMPANY OF NEBRASKA EMPLOYEE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-03-01405
Total number of active participants reported on line 7a of the Form 55002019-03-01251
Number of retired or separated participants receiving benefits2019-03-0193
Number of other retired or separated participants entitled to future benefits2019-03-0157
Total of all active and inactive participants2019-03-01401
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-03-0110
Total participants2019-03-01411
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-03-014
Market value of plan assets2019-02-2859,501,579
Acturial value of plan assets2019-02-2859,501,579
Funding target for retired participants and beneficiaries receiving payment2019-02-2817,517,847
Number of terminated vested participants2019-02-2854
Fundng target for terminated vested participants2019-02-281,120,997
Active participant vested funding target2019-02-2818,381,422
Number of active participants2019-02-28247
Total funding liabilities for active participants2019-02-2818,524,710
Total participant count2019-02-28400
Total funding target for all participants2019-02-2837,163,554
Balance at beginning of prior year after applicable adjustments2019-02-282,577,785
Prefunding balance at beginning of prior year after applicable adjustments2019-02-2819,606,638
Carryover balanced portion elected for use to offset prior years funding requirement2019-02-281,759,257
Prefunding balanced used to offset prior years funding requirement2019-02-280
Amount remaining of carryover balance2019-02-28818,528
Amount remaining of prefunding balance2019-02-2819,606,638
Present value of excess contributions2019-02-281,581,756
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-02-281,754,326
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-02-281,754,326
Reductions in prefunding balances due to elections or deemed elections2019-02-280
Balance of carryovers at beginning of current year2019-02-28907,829
Balance of prefunding at beginning of current year2019-02-2823,500,048
Total employer contributions2019-02-282,500,000
Total employee contributions2019-02-280
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-02-282,362,863
Liquidity shortfalls end of Q12019-02-280
Liquidity shortfalls end of Q22019-02-280
Liquidity shortfalls end of Q32019-02-280
Liquidity shortfalls end of Q42019-02-280
Unpaid minimum required contributions for all prior years2019-02-280
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-02-280
Remaining amount of unpaid minimum required contributions2019-02-280
Minimum required contributions for current year target normal cost2019-02-282,074,826
Net shortfall amortization installment of oustanding balance2019-02-282,069,852
Waiver amortization installment2019-02-280
Total funding amount beforereflecting carryover/prefunding balances2019-02-282,591,141
Carryover balance elected to use to offset funding requirement2019-02-28907,829
Prefunding balance elected to use to offset funding requirement2019-02-28937,281
Additional cash requirement2019-02-28746,031
Contributions allocatedtoward minimum required contributions for current year2019-02-282,362,863
Unpaid minimum required contributions for current year2019-02-280
Unpaid minimum required contributions for all years2019-02-280
2018: FARMERS MUTUAL INSURANCE COMPANY OF NEBRASKA EMPLOYEE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-03-01400
Total number of active participants reported on line 7a of the Form 55002018-03-01249
Number of retired or separated participants receiving benefits2018-03-0190
Number of other retired or separated participants entitled to future benefits2018-03-0156
Total of all active and inactive participants2018-03-01395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-03-0110
Total participants2018-03-01405
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-03-015
Market value of plan assets2018-02-2852,792,157
Acturial value of plan assets2018-02-2852,792,157
Funding target for retired participants and beneficiaries receiving payment2018-02-2814,851,153
Number of terminated vested participants2018-02-2853
Fundng target for terminated vested participants2018-02-281,062,098
Active participant vested funding target2018-02-2816,760,192
Number of active participants2018-02-28243
Total funding liabilities for active participants2018-02-2816,848,147
Total participant count2018-02-28392
Total funding target for all participants2018-02-2832,761,398
Balance at beginning of prior year after applicable adjustments2018-02-283,324,720
Prefunding balance at beginning of prior year after applicable adjustments2018-02-2816,264,044
Carryover balanced portion elected for use to offset prior years funding requirement2018-02-281,056,142
Amount remaining of carryover balance2018-02-282,268,578
Amount remaining of prefunding balance2018-02-2816,264,044
Present value of excess contributions2018-02-28990,764
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-02-281,125,805
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-02-281,125,805
Reductions in caryover balances due to elections or deemed elections2018-02-280
Reductions in prefunding balances due to elections or deemed elections2018-02-280
Balance of carryovers at beginning of current year2018-02-282,577,785
Balance of prefunding at beginning of current year2018-02-2819,606,638
Total employer contributions2018-02-282,500,000
Total employee contributions2018-02-280
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-02-282,359,656
Liquidity shortfalls end of Q12018-02-280
Liquidity shortfalls end of Q22018-02-280
Liquidity shortfalls end of Q32018-02-280
Liquidity shortfalls end of Q42018-02-280
Unpaid minimum required contributions for all prior years2018-02-280
Remaining amount of unpaid minimum required contributions2018-02-280
Minimum required contributions for current year target normal cost2018-02-281,803,085
Net shortfall amortization installment of oustanding balance2018-02-283,944,536
Total funding amount beforereflecting carryover/prefunding balances2018-02-282,537,157
Carryover balance elected to use to offset funding requirement2018-02-281,759,257
Additional cash requirement2018-02-28777,900
Contributions allocatedtoward minimum required contributions for current year2018-02-282,359,656
Unpaid minimum required contributions for current year2018-02-280
Unpaid minimum required contributions for all years2018-02-280
2017: FARMERS MUTUAL INSURANCE COMPANY OF NEBRASKA EMPLOYEE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-03-01392
Total number of active participants reported on line 7a of the Form 55002017-03-01247
Number of retired or separated participants receiving benefits2017-03-0188
Number of other retired or separated participants entitled to future benefits2017-03-0154
Total of all active and inactive participants2017-03-01389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-03-0111
Total participants2017-03-01400
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-03-011
Market value of plan assets2017-02-2845,455,296
Acturial value of plan assets2017-02-2845,455,296
Funding target for retired participants and beneficiaries receiving payment2017-02-2813,936,963
Number of terminated vested participants2017-02-2853
Fundng target for terminated vested participants2017-02-281,047,429
Active participant vested funding target2017-02-2815,261,871
Number of active participants2017-02-28231
Total funding liabilities for active participants2017-02-2815,325,111
Total participant count2017-02-28378
Total funding target for all participants2017-02-2830,309,503
Balance at beginning of prior year after applicable adjustments2017-02-283,544,856
Prefunding balance at beginning of prior year after applicable adjustments2017-02-2816,323,881
Amount remaining of carryover balance2017-02-283,544,856
Amount remaining of prefunding balance2017-02-2816,323,881
Present value of excess contributions2017-02-28896,584
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-02-28953,876
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-02-28953,876
Reductions in prefunding balances due to elections or deemed elections2017-02-280
Balance of carryovers at beginning of current year2017-02-283,324,720
Balance of prefunding at beginning of current year2017-02-2816,264,044
Total employer contributions2017-02-282,500,000
Total employee contributions2017-02-280
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-02-282,355,941
Liquidity shortfalls end of Q12017-02-280
Liquidity shortfalls end of Q22017-02-280
Liquidity shortfalls end of Q32017-02-280
Liquidity shortfalls end of Q42017-02-280
Unpaid minimum required contributions for all prior years2017-02-280
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-02-280
Remaining amount of unpaid minimum required contributions2017-02-280
Minimum required contributions for current year target normal cost2017-02-281,687,247
Net shortfall amortization installment of oustanding balance2017-02-284,442,971
Total funding amount beforereflecting carryover/prefunding balances2017-02-282,421,319
Carryover balance elected to use to offset funding requirement2017-02-281,056,142
Prefunding balance elected to use to offset funding requirement2017-02-280
Additional cash requirement2017-02-281,365,177
Contributions allocatedtoward minimum required contributions for current year2017-02-282,355,941
Unpaid minimum required contributions for current year2017-02-280
Unpaid minimum required contributions for all years2017-02-280
2016: FARMERS MUTUAL INSURANCE COMPANY OF NEBRASKA EMPLOYEE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-03-01376
Total number of active participants reported on line 7a of the Form 55002016-03-01243
Number of retired or separated participants receiving benefits2016-03-0181
Number of other retired or separated participants entitled to future benefits2016-03-0153
Total of all active and inactive participants2016-03-01377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-03-0113
Total participants2016-03-01390
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-03-016
2015: FARMERS MUTUAL INSURANCE COMPANY OF NEBRASKA EMPLOYEE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-03-01373
Total number of active participants reported on line 7a of the Form 55002015-03-01231
Number of retired or separated participants receiving benefits2015-03-0180
Number of other retired or separated participants entitled to future benefits2015-03-0153
Total of all active and inactive participants2015-03-01364
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-03-0110
Total participants2015-03-01374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-03-011
2014: FARMERS MUTUAL INSURANCE COMPANY OF NEBRASKA EMPLOYEE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-03-01367
Total number of active participants reported on line 7a of the Form 55002014-03-01224
Number of retired or separated participants receiving benefits2014-03-0182
Number of other retired or separated participants entitled to future benefits2014-03-0152
Total of all active and inactive participants2014-03-01358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-03-0115
Total participants2014-03-01373
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-03-011
2013: FARMERS MUTUAL INSURANCE COMPANY OF NEBRASKA EMPLOYEE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-03-01365
Total number of active participants reported on line 7a of the Form 55002013-03-01226
Number of retired or separated participants receiving benefits2013-03-0182
Number of other retired or separated participants entitled to future benefits2013-03-0146
Total of all active and inactive participants2013-03-01354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-03-0113
Total participants2013-03-01367
2012: FARMERS MUTUAL INSURANCE COMPANY OF NEBRASKA EMPLOYEE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-03-01353
Total number of active participants reported on line 7a of the Form 55002012-03-01227
Number of retired or separated participants receiving benefits2012-03-0177
Number of other retired or separated participants entitled to future benefits2012-03-0144
Total of all active and inactive participants2012-03-01348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-03-0117
Total participants2012-03-01365
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-03-011
2011: FARMERS MUTUAL INSURANCE COMPANY OF NEBRASKA EMPLOYEE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-03-01345
Total number of active participants reported on line 7a of the Form 55002011-03-01216
Number of retired or separated participants receiving benefits2011-03-0177
Number of other retired or separated participants entitled to future benefits2011-03-0144
Total of all active and inactive participants2011-03-01337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-03-0116
Total participants2011-03-01353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-03-014
2010: FARMERS MUTUAL INSURANCE COMPANY OF NEBRASKA EMPLOYEE RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-03-01334
Total number of active participants reported on line 7a of the Form 55002010-03-01211
Number of retired or separated participants receiving benefits2010-03-0175
Number of other retired or separated participants entitled to future benefits2010-03-0142
Total of all active and inactive participants2010-03-01328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-03-0117
Total participants2010-03-01345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-03-015
2009: FARMERS MUTUAL INSURANCE COMPANY OF NEBRASKA EMPLOYEE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-03-01333
Total number of active participants reported on line 7a of the Form 55002009-03-01210
Number of retired or separated participants receiving benefits2009-03-0165
Number of other retired or separated participants entitled to future benefits2009-03-0143
Total of all active and inactive participants2009-03-01318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-03-0116
Total participants2009-03-01334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-03-015

Financial Data on FARMERS MUTUAL INSURANCE COMPANY OF NEBRASKA EMPLOYEE RETIREMENT PLAN

Measure Date Value
2023 : FARMERS MUTUAL INSURANCE COMPANY OF NEBRASKA EMPLOYEE RETIREMENT PLAN 2023 401k financial data
Total income from all sources (including contributions)2023-02-28$-3,040,940
Total of all expenses incurred2023-02-28$2,096,016
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-02-28$1,929,534
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-02-28$3,500,000
Value of total assets at end of year2023-02-28$79,652,517
Value of total assets at beginning of year2023-02-28$84,789,473
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-02-28$166,482
Total interest from all sources2023-02-28$31,944
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-02-28No
Was this plan covered by a fidelity bond2023-02-28Yes
Value of fidelity bond cover2023-02-28$2,000,000
Were there any nonexempt tranactions with any party-in-interest2023-02-28No
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-02-28$25,044
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-02-28$20,695
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-02-28No
Value of net income/loss2023-02-28$-5,136,956
Value of net assets at end of year (total assets less liabilities)2023-02-28$79,652,517
Value of net assets at beginning of year (total assets less liabilities)2023-02-28$84,789,473
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2023-02-28No
Were any leases to which the plan was party in default or uncollectible2023-02-28No
Value of interest in pooled separate accounts at end of year2023-02-28$78,355,595
Value of interest in pooled separate accounts at beginning of year2023-02-28$83,431,827
Interest earned on other investments2023-02-28$31,944
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-02-28$1,271,878
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-02-28$1,336,951
Net investment gain/loss from pooled separate accounts2023-02-28$-6,572,884
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-02-28No
Was there a failure to transmit to the plan any participant contributions2023-02-28No
Has the plan failed to provide any benefit when due under the plan2023-02-28No
Contributions received in cash from employer2023-02-28$3,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-02-28$1,929,534
Contract administrator fees2023-02-28$166,482
Did the plan have assets held for investment2023-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-02-28No
Opinion of an independent qualified public accountant for this plan2023-02-28Unqualified
Accountancy firm name2023-02-28FORVIS, LLP
Accountancy firm EIN2023-02-28440160260
2022 : FARMERS MUTUAL INSURANCE COMPANY OF NEBRASKA EMPLOYEE RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-02-28$6,525,876
Total of all expenses incurred2022-02-28$1,882,287
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-02-28$1,737,052
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-02-28$3,500,000
Value of total assets at end of year2022-02-28$84,789,473
Value of total assets at beginning of year2022-02-28$80,145,884
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-02-28$145,235
Total interest from all sources2022-02-28$16,595
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-02-28No
Was this plan covered by a fidelity bond2022-02-28Yes
Value of fidelity bond cover2022-02-28$2,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2022-02-280
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-02-28$0
Minimum employer required contribution for this plan year2022-02-28$0
Amount contributed by the employer to the plan for this plan year2022-02-28$0
Were there any nonexempt tranactions with any party-in-interest2022-02-28No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-02-28$20,695
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-02-28$31,808
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-02-28No
Value of net income/loss2022-02-28$4,643,589
Value of net assets at end of year (total assets less liabilities)2022-02-28$84,789,473
Value of net assets at beginning of year (total assets less liabilities)2022-02-28$80,145,884
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2022-02-28No
Were any leases to which the plan was party in default or uncollectible2022-02-28No
Value of interest in pooled separate accounts at end of year2022-02-28$83,431,827
Value of interest in pooled separate accounts at beginning of year2022-02-28$78,725,596
Interest earned on other investments2022-02-28$16,595
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-02-28$1,336,951
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-02-28$1,388,480
Net investment gain/loss from pooled separate accounts2022-02-28$3,009,281
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-02-28No
Was there a failure to transmit to the plan any participant contributions2022-02-28No
Has the plan failed to provide any benefit when due under the plan2022-02-28No
Contributions received in cash from employer2022-02-28$3,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-02-28$1,737,052
Contract administrator fees2022-02-28$145,235
Did the plan have assets held for investment2022-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-02-28No
Opinion of an independent qualified public accountant for this plan2022-02-28Unqualified
Accountancy firm name2022-02-28FORVIS, LLP
Accountancy firm EIN2022-02-28440160260
2021 : FARMERS MUTUAL INSURANCE COMPANY OF NEBRASKA EMPLOYEE RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-02-28$14,967,230
Total loss/gain on sale of assets2021-02-28$653,062
Total of all expenses incurred2021-02-28$1,759,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-02-28$1,729,334
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-02-28$3,500,000
Value of total assets at end of year2021-02-28$80,145,884
Value of total assets at beginning of year2021-02-28$66,937,981
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-02-28$29,993
Total interest from all sources2021-02-28$32,764
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-02-28No
Was this plan covered by a fidelity bond2021-02-28Yes
Value of fidelity bond cover2021-02-28$2,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2021-02-280
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-02-28$0
Minimum employer required contribution for this plan year2021-02-28$0
Amount contributed by the employer to the plan for this plan year2021-02-28$0
Were there any nonexempt tranactions with any party-in-interest2021-02-28No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-02-28$31,808
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-02-28$27,182
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-02-28No
Value of net income/loss2021-02-28$13,207,903
Value of net assets at end of year (total assets less liabilities)2021-02-28$80,145,884
Value of net assets at beginning of year (total assets less liabilities)2021-02-28$66,937,981
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2021-02-28No
Were any leases to which the plan was party in default or uncollectible2021-02-28No
Value of interest in pooled separate accounts at end of year2021-02-28$78,725,596
Value of interest in pooled separate accounts at beginning of year2021-02-28$65,455,813
Interest earned on other investments2021-02-28$32,764
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-02-28$1,388,480
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-02-28$1,454,986
Net investment gain/loss from pooled separate accounts2021-02-28$10,781,404
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-02-28Yes
Was there a failure to transmit to the plan any participant contributions2021-02-28No
Has the plan failed to provide any benefit when due under the plan2021-02-28No
Contributions received in cash from employer2021-02-28$3,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-02-28$1,729,334
Contract administrator fees2021-02-28$29,993
Did the plan have assets held for investment2021-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-02-28No
Aggregate proceeds on sale of assets2021-02-28$5,534,404
Aggregate carrying amount (costs) on sale of assets2021-02-28$4,881,342
Opinion of an independent qualified public accountant for this plan2021-02-28Disclaimer
Accountancy firm name2021-02-28KPMG LLP
Accountancy firm EIN2021-02-28135565207
2020 : FARMERS MUTUAL INSURANCE COMPANY OF NEBRASKA EMPLOYEE RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-02-29$7,513,722
Total loss/gain on sale of assets2020-02-29$2,695,901
Total of all expenses incurred2020-02-29$1,701,868
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-02-29$1,665,331
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-02-29$3,500,000
Value of total assets at end of year2020-02-29$66,937,981
Value of total assets at beginning of year2020-02-29$61,126,127
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-02-29$36,537
Total interest from all sources2020-02-29$38,133
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-02-29No
Was this plan covered by a fidelity bond2020-02-29Yes
Value of fidelity bond cover2020-02-29$2,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2020-02-290
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-02-29$0
Minimum employer required contribution for this plan year2020-02-29$0
Amount contributed by the employer to the plan for this plan year2020-02-29$0
Were there any nonexempt tranactions with any party-in-interest2020-02-29No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-02-29$27,182
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-02-29$20,183
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-02-29No
Value of net income/loss2020-02-29$5,811,854
Value of net assets at end of year (total assets less liabilities)2020-02-29$66,937,981
Value of net assets at beginning of year (total assets less liabilities)2020-02-29$61,126,127
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-02-29No
Were any loans by the plan or fixed income obligations due to the plan in default2020-02-29No
Were any leases to which the plan was party in default or uncollectible2020-02-29No
Investment advisory and management fees2020-02-29$26,127
Value of interest in pooled separate accounts at end of year2020-02-29$65,455,813
Value of interest in pooled separate accounts at beginning of year2020-02-29$59,576,034
Interest earned on other investments2020-02-29$38,133
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-02-29$1,454,986
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-02-29$1,529,910
Net investment gain/loss from pooled separate accounts2020-02-29$1,279,688
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-02-29Yes
Was there a failure to transmit to the plan any participant contributions2020-02-29No
Has the plan failed to provide any benefit when due under the plan2020-02-29No
Contributions received in cash from employer2020-02-29$3,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-02-29$1,665,331
Contract administrator fees2020-02-29$10,410
Did the plan have assets held for investment2020-02-29Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-02-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-02-29No
Aggregate proceeds on sale of assets2020-02-29$17,138,144
Aggregate carrying amount (costs) on sale of assets2020-02-29$14,442,243
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-02-29Yes
Opinion of an independent qualified public accountant for this plan2020-02-29Disclaimer
Accountancy firm name2020-02-29KPMG LLP
Accountancy firm EIN2020-02-29135565207
2019 : FARMERS MUTUAL INSURANCE COMPANY OF NEBRASKA EMPLOYEE RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-02-28$3,296,185
Total loss/gain on sale of assets2019-02-28$312,299
Total of all expenses incurred2019-02-28$1,669,705
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-02-28$1,625,105
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-02-28$2,500,000
Value of total assets at end of year2019-02-28$61,126,127
Value of total assets at beginning of year2019-02-28$59,499,647
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-02-28$44,600
Total interest from all sources2019-02-28$30,939
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-02-28No
Was this plan covered by a fidelity bond2019-02-28Yes
Value of fidelity bond cover2019-02-28$2,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2019-02-280
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-02-28$0
Minimum employer required contribution for this plan year2019-02-28$0
Amount contributed by the employer to the plan for this plan year2019-02-28$0
Were there any nonexempt tranactions with any party-in-interest2019-02-28No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-02-28$20,183
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-02-28$14,194
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-02-28No
Value of net income/loss2019-02-28$1,626,480
Value of net assets at end of year (total assets less liabilities)2019-02-28$61,126,127
Value of net assets at beginning of year (total assets less liabilities)2019-02-28$59,499,647
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2019-02-28No
Were any leases to which the plan was party in default or uncollectible2019-02-28No
Investment advisory and management fees2019-02-28$24,748
Value of interest in pooled separate accounts at end of year2019-02-28$59,576,034
Value of interest in pooled separate accounts at beginning of year2019-02-28$57,860,018
Interest earned on other investments2019-02-28$30,939
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-02-28$1,529,910
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-02-28$1,625,435
Net investment gain/loss from pooled separate accounts2019-02-28$452,947
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-02-28Yes
Was there a failure to transmit to the plan any participant contributions2019-02-28No
Has the plan failed to provide any benefit when due under the plan2019-02-28No
Contributions received in cash from employer2019-02-28$2,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-02-28$1,625,105
Contract administrator fees2019-02-28$19,852
Did the plan have assets held for investment2019-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-02-28No
Aggregate proceeds on sale of assets2019-02-28$4,886,715
Aggregate carrying amount (costs) on sale of assets2019-02-28$4,574,416
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-02-28Yes
Opinion of an independent qualified public accountant for this plan2019-02-28Disclaimer
Accountancy firm name2019-02-28KPMG LLP
Accountancy firm EIN2019-02-28135565207
2018 : FARMERS MUTUAL INSURANCE COMPANY OF NEBRASKA EMPLOYEE RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-02-28$8,347,387
Total loss/gain on sale of assets2018-02-28$1,613,159
Total of all expenses incurred2018-02-28$1,636,910
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-02-28$1,600,220
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-02-28$2,500,000
Value of total assets at end of year2018-02-28$59,499,647
Value of total assets at beginning of year2018-02-28$52,789,170
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-02-28$36,690
Total interest from all sources2018-02-28$25,127
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-02-28No
Was this plan covered by a fidelity bond2018-02-28Yes
Value of fidelity bond cover2018-02-28$2,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2018-02-280
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-02-28$0
Minimum employer required contribution for this plan year2018-02-28$0
Amount contributed by the employer to the plan for this plan year2018-02-28$0
Were there any nonexempt tranactions with any party-in-interest2018-02-28No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-02-28$14,194
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-02-28$24,778
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-02-28No
Value of net income/loss2018-02-28$6,710,477
Value of net assets at end of year (total assets less liabilities)2018-02-28$59,499,647
Value of net assets at beginning of year (total assets less liabilities)2018-02-28$52,789,170
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2018-02-28No
Were any leases to which the plan was party in default or uncollectible2018-02-28No
Investment advisory and management fees2018-02-28$23,875
Value of interest in pooled separate accounts at end of year2018-02-28$57,860,018
Value of interest in pooled separate accounts at beginning of year2018-02-28$51,038,674
Interest earned on other investments2018-02-28$25,127
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-02-28$1,625,435
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-02-28$1,725,718
Net investment gain/loss from pooled separate accounts2018-02-28$4,209,101
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-02-28Yes
Was there a failure to transmit to the plan any participant contributions2018-02-28No
Has the plan failed to provide any benefit when due under the plan2018-02-28No
Contributions received in cash from employer2018-02-28$2,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-02-28$1,600,220
Contract administrator fees2018-02-28$12,815
Did the plan have assets held for investment2018-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-02-28No
Aggregate proceeds on sale of assets2018-02-28$5,022,496
Aggregate carrying amount (costs) on sale of assets2018-02-28$3,409,337
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-02-28Yes
Opinion of an independent qualified public accountant for this plan2018-02-28Disclaimer
Accountancy firm name2018-02-28KPMG LLP
Accountancy firm EIN2018-02-28135565207
2017 : FARMERS MUTUAL INSURANCE COMPANY OF NEBRASKA EMPLOYEE RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-02-28$8,809,597
Total loss/gain on sale of assets2017-02-28$74,515
Total of all expenses incurred2017-02-28$1,474,290
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-02-28$1,430,143
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-02-28$2,500,000
Value of total assets at end of year2017-02-28$52,789,170
Value of total assets at beginning of year2017-02-28$45,453,863
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-02-28$44,147
Total interest from all sources2017-02-28$35,850
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-02-28No
Was this plan covered by a fidelity bond2017-02-28Yes
Value of fidelity bond cover2017-02-28$2,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2017-02-280
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-02-28$0
Minimum employer required contribution for this plan year2017-02-28$0
Amount contributed by the employer to the plan for this plan year2017-02-28$0
Were there any nonexempt tranactions with any party-in-interest2017-02-28No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-02-28$24,778
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-02-28$20,446
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-02-28No
Value of net income/loss2017-02-28$7,335,307
Value of net assets at end of year (total assets less liabilities)2017-02-28$52,789,170
Value of net assets at beginning of year (total assets less liabilities)2017-02-28$45,453,863
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2017-02-28No
Were any leases to which the plan was party in default or uncollectible2017-02-28No
Investment advisory and management fees2017-02-28$21,725
Value of interest in pooled separate accounts at end of year2017-02-28$51,038,674
Value of interest in pooled separate accounts at beginning of year2017-02-28$43,583,607
Interest earned on other investments2017-02-28$35,850
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-02-28$1,725,718
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-02-28$1,849,810
Net investment gain/loss from pooled separate accounts2017-02-28$6,199,232
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-02-28Yes
Was there a failure to transmit to the plan any participant contributions2017-02-28No
Has the plan failed to provide any benefit when due under the plan2017-02-28No
Contributions received in cash from employer2017-02-28$2,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-02-28$1,430,143
Contract administrator fees2017-02-28$22,422
Did the plan have assets held for investment2017-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-02-28No
Aggregate proceeds on sale of assets2017-02-28$990,126
Aggregate carrying amount (costs) on sale of assets2017-02-28$915,611
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-02-28Yes
Opinion of an independent qualified public accountant for this plan2017-02-28Disclaimer
Accountancy firm name2017-02-28KPMG LLP
Accountancy firm EIN2017-02-28135565207
2016 : FARMERS MUTUAL INSURANCE COMPANY OF NEBRASKA EMPLOYEE RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-02-29$-480,331
Total of all expenses incurred2016-02-29$1,415,491
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-02-29$1,371,722
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-02-29$2,500,000
Value of total assets at end of year2016-02-29$45,453,863
Value of total assets at beginning of year2016-02-29$47,349,685
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-02-29$43,769
Total interest from all sources2016-02-29$29,907
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-02-29No
Was this plan covered by a fidelity bond2016-02-29Yes
Value of fidelity bond cover2016-02-29$2,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2016-02-290
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-02-29$0
Minimum employer required contribution for this plan year2016-02-29$0
Amount contributed by the employer to the plan for this plan year2016-02-29$0
Were there any nonexempt tranactions with any party-in-interest2016-02-29No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-02-29$20,446
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-02-29$35,603
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-02-29No
Value of net income/loss2016-02-29$-1,895,822
Value of net assets at end of year (total assets less liabilities)2016-02-29$45,453,863
Value of net assets at beginning of year (total assets less liabilities)2016-02-29$47,349,685
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-02-29No
Were any loans by the plan or fixed income obligations due to the plan in default2016-02-29No
Were any leases to which the plan was party in default or uncollectible2016-02-29No
Value of interest in pooled separate accounts at end of year2016-02-29$43,583,607
Value of interest in pooled separate accounts at beginning of year2016-02-29$45,301,624
Interest earned on other investments2016-02-29$29,907
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-02-29$1,849,810
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-02-29$2,012,458
Net investment gain/loss from pooled separate accounts2016-02-29$-3,010,238
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-02-29No
Was there a failure to transmit to the plan any participant contributions2016-02-29No
Has the plan failed to provide any benefit when due under the plan2016-02-29No
Contributions received in cash from employer2016-02-29$2,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-02-29$1,371,722
Contract administrator fees2016-02-29$43,769
Did the plan have assets held for investment2016-02-29Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-02-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-02-29No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-02-29Yes
Opinion of an independent qualified public accountant for this plan2016-02-29Disclaimer
Accountancy firm name2016-02-29KPMG LLP
Accountancy firm EIN2016-02-29135565207
Total income from all sources (including contributions)2016-02-28$-480,331
Total of all expenses incurred2016-02-28$1,415,491
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-02-28$1,371,722
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-02-28$2,500,000
Value of total assets at end of year2016-02-28$45,453,863
Value of total assets at beginning of year2016-02-28$47,349,685
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-02-28$43,769
Total interest from all sources2016-02-28$29,907
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-02-28No
Was this plan covered by a fidelity bond2016-02-28Yes
Value of fidelity bond cover2016-02-28$2,000,000
Were there any nonexempt tranactions with any party-in-interest2016-02-28No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-02-28$20,446
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-02-28$35,603
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-02-28No
Value of net income/loss2016-02-28$-1,895,822
Value of net assets at end of year (total assets less liabilities)2016-02-28$45,453,863
Value of net assets at beginning of year (total assets less liabilities)2016-02-28$47,349,685
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2016-02-28No
Were any leases to which the plan was party in default or uncollectible2016-02-28No
Value of interest in pooled separate accounts at end of year2016-02-28$43,583,607
Value of interest in pooled separate accounts at beginning of year2016-02-28$45,301,624
Interest earned on other investments2016-02-28$29,907
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-02-28$1,849,810
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-02-28$2,012,458
Net investment gain/loss from pooled separate accounts2016-02-28$-3,010,238
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-02-28No
Was there a failure to transmit to the plan any participant contributions2016-02-28No
Has the plan failed to provide any benefit when due under the plan2016-02-28No
Contributions received in cash from employer2016-02-28$2,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-02-28$1,371,722
Contract administrator fees2016-02-28$43,769
Did the plan have assets held for investment2016-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-02-28No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-02-28Yes
Opinion of an independent qualified public accountant for this plan2016-02-28Disclaimer
Accountancy firm name2016-02-28KPMG LLP
Accountancy firm EIN2016-02-28135565207
2015 : FARMERS MUTUAL INSURANCE COMPANY OF NEBRASKA EMPLOYEE RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-02-28$5,205,340
Total loss/gain on sale of assets2015-02-28$1,284,019
Total of all expenses incurred2015-02-28$1,309,232
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-02-28$1,274,202
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-02-28$2,500,000
Value of total assets at end of year2015-02-28$47,349,685
Value of total assets at beginning of year2015-02-28$43,453,577
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-02-28$35,030
Total interest from all sources2015-02-28$45,506
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-02-28No
Was this plan covered by a fidelity bond2015-02-28Yes
Value of fidelity bond cover2015-02-28$2,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2015-02-280
Minimum employer required contribution for this plan year2015-02-28$0
Amount contributed by the employer to the plan for this plan year2015-02-28$0
Were there any nonexempt tranactions with any party-in-interest2015-02-28No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-02-28$35,603
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-02-28$40,810
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-02-28No
Value of net income/loss2015-02-28$3,896,108
Value of net assets at end of year (total assets less liabilities)2015-02-28$47,349,685
Value of net assets at beginning of year (total assets less liabilities)2015-02-28$43,453,577
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2015-02-28No
Were any leases to which the plan was party in default or uncollectible2015-02-28No
Value of interest in pooled separate accounts at end of year2015-02-28$45,301,624
Value of interest in pooled separate accounts at beginning of year2015-02-28$41,257,666
Interest earned on other investments2015-02-28$45,506
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-02-28$2,012,458
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-02-28$2,155,101
Net investment gain/loss from pooled separate accounts2015-02-28$1,375,815
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-02-28Yes
Was there a failure to transmit to the plan any participant contributions2015-02-28No
Has the plan failed to provide any benefit when due under the plan2015-02-28No
Contributions received in cash from employer2015-02-28$2,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-02-28$1,274,202
Contract administrator fees2015-02-28$35,030
Did the plan have assets held for investment2015-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-02-28No
Aggregate proceeds on sale of assets2015-02-28$9,626,575
Aggregate carrying amount (costs) on sale of assets2015-02-28$8,342,556
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-02-28Yes
Opinion of an independent qualified public accountant for this plan2015-02-28Disclaimer
Accountancy firm name2015-02-28KPMG LLP
Accountancy firm EIN2015-02-28135565207
2014 : FARMERS MUTUAL INSURANCE COMPANY OF NEBRASKA EMPLOYEE RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-02-28$7,349,973
Total loss/gain on sale of assets2014-02-28$116,254
Total of all expenses incurred2014-02-28$1,182,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-02-28$1,130,690
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-02-28$2,500,000
Value of total assets at end of year2014-02-28$43,453,577
Value of total assets at beginning of year2014-02-28$37,285,996
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-02-28$51,702
Total interest from all sources2014-02-28$44,634
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-02-28No
Was this plan covered by a fidelity bond2014-02-28Yes
Value of fidelity bond cover2014-02-28$2,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2014-02-280
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-02-28$0
Minimum employer required contribution for this plan year2014-02-28$0
Amount contributed by the employer to the plan for this plan year2014-02-28$0
Were there any nonexempt tranactions with any party-in-interest2014-02-28No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-02-28$40,810
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-02-28$48,866
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-02-28No
Value of net income/loss2014-02-28$6,167,581
Value of net assets at end of year (total assets less liabilities)2014-02-28$43,453,577
Value of net assets at beginning of year (total assets less liabilities)2014-02-28$37,285,996
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2014-02-28No
Were any leases to which the plan was party in default or uncollectible2014-02-28No
Value of interest in pooled separate accounts at end of year2014-02-28$41,257,666
Value of interest in pooled separate accounts at beginning of year2014-02-28$34,894,326
Interest earned on other investments2014-02-28$44,634
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-02-28$2,155,101
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-02-28$2,342,804
Net investment gain/loss from pooled separate accounts2014-02-28$4,689,085
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-02-28Yes
Was there a failure to transmit to the plan any participant contributions2014-02-28No
Has the plan failed to provide any benefit when due under the plan2014-02-28No
Contributions received in cash from employer2014-02-28$2,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-02-28$1,130,690
Contract administrator fees2014-02-28$51,702
Did the plan have assets held for investment2014-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-02-28No
Aggregate proceeds on sale of assets2014-02-28$912,582
Aggregate carrying amount (costs) on sale of assets2014-02-28$796,328
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-02-28Yes
Opinion of an independent qualified public accountant for this plan2014-02-28Disclaimer
Accountancy firm name2014-02-28KPMG LLP
Accountancy firm EIN2014-02-28135565207
2013 : FARMERS MUTUAL INSURANCE COMPANY OF NEBRASKA EMPLOYEE RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-02-28$5,262,467
Total loss/gain on sale of assets2013-02-28$686,850
Total of all expenses incurred2013-02-28$1,065,443
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-02-28$1,031,887
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-02-28$2,500,000
Value of total assets at end of year2013-02-28$37,285,996
Value of total assets at beginning of year2013-02-28$33,088,972
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-02-28$33,556
Total interest from all sources2013-02-28$58,880
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-02-28No
Was this plan covered by a fidelity bond2013-02-28Yes
Value of fidelity bond cover2013-02-28$2,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2013-02-280
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-02-28$0
Minimum employer required contribution for this plan year2013-02-28$0
Amount contributed by the employer to the plan for this plan year2013-02-28$0
Were there any nonexempt tranactions with any party-in-interest2013-02-28No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-02-28$48,866
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-02-28$52,978
Administrative expenses (other) incurred2013-02-28$33,556
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-02-28No
Value of net income/loss2013-02-28$4,197,024
Value of net assets at end of year (total assets less liabilities)2013-02-28$37,285,996
Value of net assets at beginning of year (total assets less liabilities)2013-02-28$33,088,972
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2013-02-28No
Were any leases to which the plan was party in default or uncollectible2013-02-28No
Value of interest in pooled separate accounts at end of year2013-02-28$34,894,326
Value of interest in pooled separate accounts at beginning of year2013-02-28$30,445,209
Interest earned on other investments2013-02-28$58,880
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-02-28$2,342,804
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-02-28$2,590,785
Net investment gain/loss from pooled separate accounts2013-02-28$2,016,737
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-02-28Yes
Was there a failure to transmit to the plan any participant contributions2013-02-28No
Has the plan failed to provide any benefit when due under the plan2013-02-28No
Contributions received in cash from employer2013-02-28$2,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-02-28$1,031,887
Did the plan have assets held for investment2013-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-02-28No
Aggregate proceeds on sale of assets2013-02-28$3,917,623
Aggregate carrying amount (costs) on sale of assets2013-02-28$3,230,773
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-02-28Yes
Opinion of an independent qualified public accountant for this plan2013-02-28Disclaimer
Accountancy firm name2013-02-28KPMG LLP
Accountancy firm EIN2013-02-28135565207
2012 : FARMERS MUTUAL INSURANCE COMPANY OF NEBRASKA EMPLOYEE RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-02-29$3,313,815
Total loss/gain on sale of assets2012-02-29$119,367
Total of all expenses incurred2012-02-29$1,046,692
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-02-29$1,005,472
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-02-29$2,500,000
Value of total assets at end of year2012-02-29$33,088,972
Value of total assets at beginning of year2012-02-29$30,821,849
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-02-29$41,220
Total interest from all sources2012-02-29$59,987
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-02-29No
Was this plan covered by a fidelity bond2012-02-29Yes
Value of fidelity bond cover2012-02-29$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-02-29$0
Minimum employer required contribution for this plan year2012-02-29$0
Amount contributed by the employer to the plan for this plan year2012-02-29$0
Were there any nonexempt tranactions with any party-in-interest2012-02-29No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-02-29$52,978
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-02-29$76,782
Administrative expenses (other) incurred2012-02-29$41,220
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-02-29No
Value of net income/loss2012-02-29$2,267,123
Value of net assets at end of year (total assets less liabilities)2012-02-29$33,088,972
Value of net assets at beginning of year (total assets less liabilities)2012-02-29$30,821,849
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-02-29No
Were any loans by the plan or fixed income obligations due to the plan in default2012-02-29No
Were any leases to which the plan was party in default or uncollectible2012-02-29No
Value of interest in pooled separate accounts at end of year2012-02-29$30,445,209
Value of interest in pooled separate accounts at beginning of year2012-02-29$27,923,043
Interest earned on other investments2012-02-29$59,987
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-02-29$2,590,785
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-02-29$2,822,024
Net investment gain/loss from pooled separate accounts2012-02-29$634,461
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-02-29Yes
Was there a failure to transmit to the plan any participant contributions2012-02-29No
Has the plan failed to provide any benefit when due under the plan2012-02-29No
Contributions received in cash from employer2012-02-29$2,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-02-29$1,005,472
Did the plan have assets held for investment2012-02-29Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-02-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-02-29No
Aggregate proceeds on sale of assets2012-02-29$746,849
Aggregate carrying amount (costs) on sale of assets2012-02-29$627,482
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-02-29Yes
Opinion of an independent qualified public accountant for this plan2012-02-29Disclaimer
Accountancy firm name2012-02-29KPMG LLP
Accountancy firm EIN2012-02-29135565207
2011 : FARMERS MUTUAL INSURANCE COMPANY OF NEBRASKA EMPLOYEE RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-02-28$6,646,530
Total loss/gain on sale of assets2011-02-28$47,137
Total of all expenses incurred2011-02-28$874,226
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-02-28$834,479
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-02-28$2,500,000
Value of total assets at end of year2011-02-28$30,821,849
Value of total assets at beginning of year2011-02-28$25,049,545
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-02-28$39,747
Total interest from all sources2011-02-28$83,784
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-02-28No
Was this plan covered by a fidelity bond2011-02-28Yes
Value of fidelity bond cover2011-02-28$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-02-28$0
Were there any nonexempt tranactions with any party-in-interest2011-02-28No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-02-28$76,782
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-02-28$260,671
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-02-28No
Value of net income/loss2011-02-28$5,772,304
Value of net assets at end of year (total assets less liabilities)2011-02-28$30,821,849
Value of net assets at beginning of year (total assets less liabilities)2011-02-28$25,049,545
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2011-02-28No
Were any leases to which the plan was party in default or uncollectible2011-02-28No
Value of interest in pooled separate accounts at end of year2011-02-28$27,923,043
Value of interest in pooled separate accounts at beginning of year2011-02-28$21,913,679
Interest earned on other investments2011-02-28$83,784
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-02-28$2,822,024
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-02-28$2,875,195
Net investment gain/loss from pooled separate accounts2011-02-28$4,015,609
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-02-28Yes
Was there a failure to transmit to the plan any participant contributions2011-02-28No
Has the plan failed to provide any benefit when due under the plan2011-02-28No
Contributions received in cash from employer2011-02-28$2,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-02-28$834,479
Contract administrator fees2011-02-28$39,747
Did the plan have assets held for investment2011-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-02-28No
Aggregate proceeds on sale of assets2011-02-28$2,750,777
Aggregate carrying amount (costs) on sale of assets2011-02-28$2,703,640
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-02-28Yes
Opinion of an independent qualified public accountant for this plan2011-02-28Disclaimer
Accountancy firm name2011-02-28KPMG LLP
Accountancy firm EIN2011-02-28135565207

Form 5500 Responses for FARMERS MUTUAL INSURANCE COMPANY OF NEBRASKA EMPLOYEE RETIREMENT PLAN

2022: FARMERS MUTUAL INSURANCE COMPANY OF NEBRASKA EMPLOYEE RETIREMENT PLAN 2022 form 5500 responses
2022-03-01Type of plan entitySingle employer plan
2022-03-01Plan funding arrangement – InsuranceYes
2022-03-01Plan benefit arrangement – InsuranceYes
2021: FARMERS MUTUAL INSURANCE COMPANY OF NEBRASKA EMPLOYEE RETIREMENT PLAN 2021 form 5500 responses
2021-03-01Type of plan entitySingle employer plan
2021-03-01Plan funding arrangement – InsuranceYes
2021-03-01Plan benefit arrangement – InsuranceYes
2020: FARMERS MUTUAL INSURANCE COMPANY OF NEBRASKA EMPLOYEE RETIREMENT PLAN 2020 form 5500 responses
2020-03-01Type of plan entitySingle employer plan
2020-03-01Plan funding arrangement – InsuranceYes
2020-03-01Plan benefit arrangement – InsuranceYes
2019: FARMERS MUTUAL INSURANCE COMPANY OF NEBRASKA EMPLOYEE RETIREMENT PLAN 2019 form 5500 responses
2019-03-01Type of plan entitySingle employer plan
2019-03-01Plan funding arrangement – InsuranceYes
2019-03-01Plan benefit arrangement – InsuranceYes
2018: FARMERS MUTUAL INSURANCE COMPANY OF NEBRASKA EMPLOYEE RETIREMENT PLAN 2018 form 5500 responses
2018-03-01Type of plan entitySingle employer plan
2018-03-01Plan funding arrangement – InsuranceYes
2018-03-01Plan benefit arrangement – InsuranceYes
2017: FARMERS MUTUAL INSURANCE COMPANY OF NEBRASKA EMPLOYEE RETIREMENT PLAN 2017 form 5500 responses
2017-03-01Type of plan entitySingle employer plan
2017-03-01Plan funding arrangement – InsuranceYes
2017-03-01Plan benefit arrangement – InsuranceYes
2016: FARMERS MUTUAL INSURANCE COMPANY OF NEBRASKA EMPLOYEE RETIREMENT PLAN 2016 form 5500 responses
2016-03-01Type of plan entitySingle employer plan
2016-03-01Plan funding arrangement – InsuranceYes
2016-03-01Plan benefit arrangement – InsuranceYes
2015: FARMERS MUTUAL INSURANCE COMPANY OF NEBRASKA EMPLOYEE RETIREMENT PLAN 2015 form 5500 responses
2015-03-01Type of plan entitySingle employer plan
2015-03-01Submission has been amendedYes
2015-03-01Plan funding arrangement – InsuranceYes
2015-03-01Plan benefit arrangement – InsuranceYes
2014: FARMERS MUTUAL INSURANCE COMPANY OF NEBRASKA EMPLOYEE RETIREMENT PLAN 2014 form 5500 responses
2014-03-01Type of plan entitySingle employer plan
2014-03-01Plan funding arrangement – InsuranceYes
2014-03-01Plan benefit arrangement – InsuranceYes
2013: FARMERS MUTUAL INSURANCE COMPANY OF NEBRASKA EMPLOYEE RETIREMENT PLAN 2013 form 5500 responses
2013-03-01Type of plan entitySingle employer plan
2013-03-01Submission has been amendedYes
2013-03-01Plan funding arrangement – InsuranceYes
2013-03-01Plan benefit arrangement – InsuranceYes
2012: FARMERS MUTUAL INSURANCE COMPANY OF NEBRASKA EMPLOYEE RETIREMENT PLAN 2012 form 5500 responses
2012-03-01Type of plan entitySingle employer plan
2012-03-01Plan funding arrangement – InsuranceYes
2012-03-01Plan benefit arrangement – InsuranceYes
2011: FARMERS MUTUAL INSURANCE COMPANY OF NEBRASKA EMPLOYEE RETIREMENT PLAN 2011 form 5500 responses
2011-03-01Type of plan entitySingle employer plan
2011-03-01Submission has been amendedYes
2011-03-01Plan funding arrangement – InsuranceYes
2011-03-01Plan benefit arrangement – InsuranceYes
2010: FARMERS MUTUAL INSURANCE COMPANY OF NEBRASKA EMPLOYEE RETIREMENT PLAN 2010 form 5500 responses
2010-03-01Type of plan entitySingle employer plan
2010-03-01Submission has been amendedYes
2010-03-01Plan funding arrangement – InsuranceYes
2010-03-01Plan benefit arrangement – InsuranceYes
2009: FARMERS MUTUAL INSURANCE COMPANY OF NEBRASKA EMPLOYEE RETIREMENT PLAN 2009 form 5500 responses
2009-03-01Type of plan entitySingle employer plan
2009-03-01Submission has been amendedYes
2009-03-01Plan funding arrangement – InsuranceYes
2009-03-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number1078
Policy instance 2
Insurance contract or identification number1078
Number of Individuals Covered29
Insurance policy start date2022-03-01
Insurance policy end date2023-02-28
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441836
Policy instance 1
Insurance contract or identification number441836
Number of Individuals Covered427
Insurance policy start date2022-03-01
Insurance policy end date2023-02-28
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number1078
Policy instance 2
Insurance contract or identification number1078
Number of Individuals Covered29
Insurance policy start date2021-03-01
Insurance policy end date2022-02-28
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441836
Policy instance 1
Insurance contract or identification number441836
Number of Individuals Covered412
Insurance policy start date2021-03-01
Insurance policy end date2022-02-28
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number1078
Policy instance 2
Insurance contract or identification number1078
Number of Individuals Covered33
Insurance policy start date2020-03-01
Insurance policy end date2021-02-28
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441836
Policy instance 1
Insurance contract or identification number441836
Number of Individuals Covered391
Insurance policy start date2020-03-01
Insurance policy end date2021-02-28
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441836
Policy instance 1
Insurance contract or identification number441836
Number of Individuals Covered376
Insurance policy start date2019-03-01
Insurance policy end date2020-02-29
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number1078
Policy instance 2
Insurance contract or identification number1078
Number of Individuals Covered35
Insurance policy start date2019-03-01
Insurance policy end date2020-02-29
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441836
Policy instance 1
Insurance contract or identification number441836
Number of Individuals Covered368
Insurance policy start date2018-03-01
Insurance policy end date2019-02-28
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number1078
Policy instance 2
Insurance contract or identification number1078
Number of Individuals Covered37
Insurance policy start date2018-01-01
Insurance policy end date2019-02-28
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number1078
Policy instance 2
Insurance contract or identification number1078
Number of Individuals Covered38
Insurance policy start date2017-03-01
Insurance policy end date2018-02-28
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441836
Policy instance 1
Insurance contract or identification number441836
Number of Individuals Covered362
Insurance policy start date2017-03-01
Insurance policy end date2018-02-28
Total amount of commissions paid to insurance brokerUSD $8,800
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,800
Insurance broker organization code?3
Insurance broker nameJAMES A WAGNER
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number1078
Policy instance 2
Insurance contract or identification number1078
Number of Individuals Covered44
Insurance policy start date2015-03-01
Insurance policy end date2016-02-29
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441836
Policy instance 1
Insurance contract or identification number441836
Number of Individuals Covered330
Insurance policy start date2015-03-01
Insurance policy end date2016-02-29
Total amount of commissions paid to insurance brokerUSD $8,800
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,800
Insurance broker organization code?3
Insurance broker nameJAMES A WAGNER
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number1078
Policy instance 2
Insurance contract or identification number1078
Number of Individuals Covered53
Insurance policy start date2014-03-01
Insurance policy end date2015-02-28
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441836
Policy instance 1
Insurance contract or identification number441836
Number of Individuals Covered320
Insurance policy start date2014-03-01
Insurance policy end date2015-02-28
Total amount of commissions paid to insurance brokerUSD $8,800
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,800
Insurance broker organization code?3
Insurance broker nameJAMES A WAGNER
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441836
Policy instance 1
Insurance contract or identification number441836
Number of Individuals Covered312
Insurance policy start date2013-03-01
Insurance policy end date2014-02-28
Total amount of commissions paid to insurance brokerUSD $8,800
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,800
Insurance broker organization code?3
Insurance broker nameJAMES A WAGNER
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number1078
Policy instance 2
Insurance contract or identification number1078
Number of Individuals Covered55
Insurance policy start date2013-03-01
Insurance policy end date2014-02-28
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number1078
Policy instance 2
Insurance contract or identification number1078
Number of Individuals Covered57
Insurance policy start date2012-03-01
Insurance policy end date2013-02-28
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441836
Policy instance 1
Insurance contract or identification number441836
Number of Individuals Covered308
Insurance policy start date2012-03-01
Insurance policy end date2013-02-28
Total amount of commissions paid to insurance brokerUSD $8,800
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,800
Insurance broker organization code?3
Insurance broker nameJAMES A WAGNER
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441836
Policy instance 1
Insurance contract or identification number441836
Number of Individuals Covered293
Insurance policy start date2011-03-01
Insurance policy end date2012-02-29
Total amount of commissions paid to insurance brokerUSD $8,800
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number1078
Policy instance 2
Insurance contract or identification number1078
Number of Individuals Covered60
Insurance policy start date2011-03-01
Insurance policy end date2012-02-29
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441836
Policy instance 1
Insurance contract or identification number441836
Number of Individuals Covered284
Insurance policy start date2010-03-01
Insurance policy end date2011-02-28
Total amount of commissions paid to insurance brokerUSD $8,800
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,800
Insurance broker organization code?3
Insurance broker nameJAMES A WAGNER
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number1078
Policy instance 2
Insurance contract or identification number1078
Number of Individuals Covered61
Insurance policy start date2010-03-01
Insurance policy end date2011-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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