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FORM 5500 DATA

American Farm Bureau Employees' Retirement Plan

Overview

Plan Information

  • Plan Year07/01/2017 — 06/30/2018
  • Date of Plan07/01/1947
  • Net Assets as of 06/30/2018 $24,487,672
  • Plan Number1
  • Plan Type Single Employer
  • Is the plan collectively bargained? No
  • Did the plan file for an extension of time or the DFVC Program?Yes
  • Plan Funding Arrangement Trust
  • Plan Benefit Arrangement Trust

Participant Information as of 06/30/2018

  • Active (Eligible) Participants83
  • Retired or separated participants receiving benefits0
  • Other retired or separated participants entitled to future benefits103
  • Subtotal186
  • Deceased participants whose beneficiaries are receiving or are entitled to receive benefits2
  • Total188
  • Total number of participants as of 07/01/2017204
  • Number of participants with account balances0
  • Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested5

Expenses

  • Total Benefit Payments$0
  • Corrective Distributions$0
  • Administrative Service Providers$0
  • Other Expenses$0
  • Total Expenses$0
  • Total Transfers$0

Sponsor Information

  • Address1501 E. Woodfield Road, Suite 300W
  • CitySchaumburg
  • StateIL
  • Zip60173
  • Telephone(847) 969-2900
  • EIN36-0725160
  • Industry Code813000
  • Named AdministratorStefphanie Gambrell

Plan Administrator Information

  • Administrator NameAmerican Farm Bureau Federation
  • Address1501 E. Woodfield Road, Suite 300W
  • CitySchaumburg
  • StateIL
  • Zip60173
  • Telephone(847) 969-2900
  • Administrator EIN36-0725160

Benefits Provided Under the Plan

Code Benefit Description
2K Code section 401(m) arrangement Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contributions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.

Questions and Answers

Question Answer Amount
During the plan year did the employer fail to transmit to the plan any participant contributions within the time period described in 29 CFT 2510.3-102? No
Were any loans by the plan or fixed income obligations due the plan in default as of the close of plan year or classified during the year as uncollectible? Disregard participant loans secured by participant's account balance. No
Were any leases to which the plan was a party in default or classified during the year as uncollectible? No
Were there any nonexempt transactions with any party-in-interest? No
Was this plan covered by a fidelity bond? Yes $1,500,000
Did the plan have a loss, whether or not reimbursed by the plan's fidelity bond, that was caused by fraud or dishonesty? No
Did the plan hold any assets whose current value was neither readily determinable on an established market nor set by an independent third party appraiser? No
Did the plan receive any noncash contributions whose value was neither readily determinable on an established market nor set by an independent third party appraiser? No
Were all the plan assets either distributed to participants or beneficiaries, transferred to another plan, or brought under the control of the PBGC? No
Has the plan failed to provide any benefit when due under the plan? No
If this is an individual account plan, was there a blackout period? No
If there was a blackout period, have you either provided the required notice or one of the exceptions to providing the notice applied under 29 CFR 2520.101-3? No

Service Providers

Persons Receiving Only Eligible Indirect Compensation

  • Northern Trust Corporation

Other Service Providers Receiving Direct or Indirect Compensation

There are no service providers listed for this plan.

Indirect Compensation

There are no service providers with indirect compensation listed for this plan.

Service Providers Who Fail or Refuse to Provide Information

There are no service providers who failed or refused to provide information.

Termination Information on Accountants and Enrolled Actuaries

There is no termination information for this plan.

Investments

Investments

Name of Investment Investment Manager Type of Investment Dollar Value
Ntgi Russell 1000 Index Fund Northern Trust Global Investments DFE: Common/Collective Trust $4,537,984
Ntgi Collective Bond Index Fund Northern Trust Global Investments DFE: Common/Collective Trust $3,998,268
Ntgi Daily 1 - 10 Year Intermediate Northern Trust Global Investments DFE: Common/Collective Trust $3,211,667
Ntcc Emerging Markets Fund The Northern Trust Company of Ct DFE: Common/Collective Trust $1,389,760
Nt Long Term Credit Bond Index Fund Northern Trust Global Investments DFE: Common/Collective Trust $880,972
Nt Emerging Markets Index Fund - Le Northern Trust Global Investments DFE: Common/Collective Trust $532,476
Short-Term Investment Fund Northern Trust Global Investments DFE: Common/Collective Trust $331,467
Ntgi Collective Govt. Short Term Northern Trust Global Investments DFE: Common/Collective Trust $258,692
Total $15,141,286

Insurance Information

Insurance Information

There are no insurance carriers listed for this plan.