Plan Snapshot
- Plan Sponsor: Germania Farm Mutual Insurance Association
- Sponsor EIN: 740643240
- Sponsor Address: 507 HIGHWAY 290 EAST, BRENHAM, TX, 778340645
- Plan Type: DB
- Total Participants: 85
- Total Assets: $85.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 85 | $85.5M | $0 | $0 |
| 2023 | 89 | $91.1M | $0 | $0 |
| 2022 | 111 | $89.6M | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| JRBT, PC | Auditor | $11,600 | — | $11,600 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,600
- Estimated Expense Ratio: 0.014% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $336,140 | $237,349 | $87,191 | $11,600 | — |
| 2023 | $334,082 | $228,501 | $92,581 | $13,000 | — |
| 2022 | $184,970 | $85,445 | $88,484 | — | $11,041 |