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Original filing (PDF)20250905125532NAL0010596851001
FARMERS GROUP, INC.
Form 5500
FILING_RECEIVED
FARMERS GROUP, INC. EMPLOYEES' PENSION PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed8 service providers
Active participants
8,833
Accounts w/ balance
—
Plan assets (EOY)
$2.6B
Net assets (EOY)
$2.5B
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 21 bps in Schedule C fees — 320% above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FARMERS GROUP, INC..
Plan sponsor
Name
FARMERS GROUP, INC.
EIN
95-0725935
Address
6301 OWENSMOUTH AVE. · TAX DEPT. 6TH FLR. · WOODLAND HILLS, CA · 91367
Phone
(800) 451-0797
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-12-01
Tax period
2024-11-30
Filed
2025-09-05
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON | 13-5160382 | — | CUSTODIAL | $470K | — |
Advisor / Consultant
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA | 02-0488491 | — | INVESTMENT MANAGEMENT | $1.2M | — |
| PACIFIC INVESTMENT MANAGEMENT | 33-0629048 | — | INVESTMENT MANAGEMENT | $852K | — |
| MONDRIAN | 98-0117968 | — | INVESTMENT MANAGEMENT | $252K | — |
| PGIM | 22-2540245 | — | INVESTMENT MANAGEMENT | $162K | — |
| STATE STREET GLOBAL ADVISORS | 04-1867445 | — | INVESTMENT MANAGEMENT | $14K | — |
Accountant / Auditor
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | ACCOUNT MAINTENANCE | $2.3M | — |
| ERNST & YOUNG US LLP | 34-6565596 | — | ACCOUNTANT | $131K | — |
Investments
1 pooled fund· $57.8M(2% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| US VAL TILTED STRTGY NL FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 025 | Common Collective Trust | $57.8M | 2.3% |