FARMERS UNION AGENCY, INC. — FARMERS UNION AGENCY, INC. AND MINNESOTA FARMERS UNION 401(K) SAVINGS AND INVESTMENT PLAN, Form 5500 (2024) | Form 5500 Search
FARMERS UNION AGENCY, INC. AND MINNESOTA FARMERS UNION 401(K) SAVINGS AND INVESTMENT PLAN
401(k) retirement plan
Active participants
36
Accounts w/ balance
65
Plan assets (EOY)
$3.6M
Net assets (EOY)
$3.6M
Plan health score
87
/ 100
Grade A
Top-tier plan health
Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
54
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FARMERS UNION AGENCY, INC..
Plan sponsor
Name
FARMERS UNION AGENCY, INC.
EIN
41-0808644
Address
305 ROSELAWN AVENUE EAST, SUITE 100 · ST. PAUL, MN · 55117
Phone
(651) 288-4070
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
