Original filing (PDF)20250905125532NAL0010596851001

Farmers Group, Inc.

Name: Farmers Group, Inc. — Farmers Group, Inc. Employees', Form 5500 (2023)
Creator: Farmers Group, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Farmers Group, Inc. Employees' Pension Plan

Defined-benefit pension plan · Farmers Group, Inc.'s Farmers Group, Inc. Employees' Pension Plan held $2.6B in plan assets for 8,833 participants in 2023.

Signals · 3

38% employer stockNo 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 pooled trust

Schedule D

1,224 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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 80% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

Plan health

n/a

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (12th percentile).

Helping the score

Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FARMERS GROUP, INC..

Plan sponsor

Name

FARMERS GROUP, INC.

EIN

95-0725935all filings

Address

6301 OWENSMOUTH AVE. · TAX DEPT. 6TH FLR. · WOODLAND HILLS, CA · 91367

Phone

(800) 451-0797

Industry

Finance & Insurance

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 rows

Custodian

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE BANK OF NEW YORK MELLON	13-5160382	—	CUSTODIAL	$470K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
VOYA	02-0488491	—	INVESTMENT MANAGEMENT

Investments

1,224 direct securities · 1 pooled fund· $2.4B(94% 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.

Common Stocks

$816.9M

602 holdings

Other securities

$802.8M

333 holdings

Agency / Mortgage-Backed

$422.6M

243 holdings

U.S. Treasuries

$125.3M

27 holdings

Mutual Funds

$72.8M

1 holding

Common Collective Trusts

$57.8M

1 holding

Common Collective Trust

$57.8M

1 holding

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Wells Fargo / Allspring$25.6M JPMorgan$24.7M Morgan Stanley$20.9M Goldman Sachs$13.0M MetLife$5.7M BlackRock / iShares$3.7M Prudential / PGIM$2.1M Empower / Great-West$762K Nationwide

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					% of plan
UBS (US) TRUMBULL PROPERTY Limited Partnership	Other securities	—	$176.2M	$147.1M	5.7%
PATHWAY PRIVATE EQ XXX-FP LP Limited Partnership	Other securities	—	$84.4M	$114.2M	4.5%
DREYFUS GOVT CAS MGMT INST 289 Short Term 4.337 12/31/2075	Mutual Funds	—	$72.8M	$72.8M	2.8%
US VALUATION TILTED STRATEGY Commingled Funds	Common Collective Trusts	—	$26.9M	$57.8M	2.3%
US VAL TILTED STRTGY NL FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 025	Common Collective Trust	—	—	$57.8M	2.3%
FREDDIE MAC SEASONED CRED 1 MZ Collateralized Mortgage Obligation 7/25/2058	Agency / Mortgage-Backed	—	$26.4M	$20.5M	0.8%
FNMA GTD REMIC P/T 12-19 ZL U.S. Government and Agencies 3/25/2042	Agency / Mortgage-Backed	—	$18.3M	$16.1M	0.6%
Cash and Cash Equivalents	Cash / Money Market	—	$15.1M	$15.1M	0.6%
U S TREASURY NOTE U.S. Government and Agencies 6/15/2027	U.S. Treasuries	—	$13.4M	$13.5M	0.5%
U S TREASURY NOTE U.S. Government and Agencies 5/15/2027	U.S. Treasuries	—	$12.5M	$12.6M	0.5%
FHLMC MULTICLASS MTG 4062 DZ U.S. Government and Agencies 6/15/2042	Agency / Mortgage-Backed	—	$13.5M	$12.4M	0.5%
U S TREASURY NOTE U.S. Government and Agencies 2/15/2027	U.S. Treasuries	—	$11.7M	$11.8M	0.5%
GNMA GTD REMIC P/T 18-77 JE U.S. Government and Agencies 6/20/2048	Agency / Mortgage-Backed	—	$16.5M	$11.7M	0.5%
FNMA GTD REMIC P/T 18-M12 A2 U.S. Government and Agencies 8/25/2030	Agency / Mortgage-Backed	—	$11.4M	$11.0M	0.4%
U S TREASURY NOTE U.S. Government and Agencies 4.375 12/15/2026	U.S. Treasuries	—	$10.9M	$10.8M	0.4%
FNMA GTD REMIC P/T 19-M25 A2 U.S. Government and Agencies 2.330 11/25/2029	Agency / Mortgage-Backed	—	$10.2M	$10.1M	0.4%
GNMA GTD REMIC P/T 18-94 PZ U.S. Government and Agencies 5/20/2048	Agency / Mortgage-Backed	—	$11.2M	$10.1M	0.4%
U S TREASURY BOND U.S. Government and Agencies 2.000 11/15/2041	U.S. Treasuries	—	$10.5M	$9.7M	0.4%
JOHNSON & JOHNSON Corporate Bonds 3/3/2037	Other securities	—	$12.4M	$9.7M	0.4%
FHLMC MULTICLASS MTG 4398 ZX U.S. Government and Agencies 9/15/2054	Agency / Mortgage-Backed	—	$11.3M	$9.3M	0.4%
FNMA GTD REMIC P/T 19-M18 A2 U.S. Government and Agencies 8/25/2029	Agency / Mortgage-Backed	—	$9.1M	$9.1M	0.4%
U S TREASURY BOND U.S. Government and Agencies 4.625 11/15/2044	U.S. Treasuries	—	$8.8M	$8.9M	0.3%
MICROSOFT CORP Corporate Bonds 3/17/2062	Common Stocks	—	$12.3M	$8.6M	0.3%
FNMA GTD REMIC P/T 22-M1S A2 U.S. Government and Agencies 4/25/2032	Agency / Mortgage-Backed	—	$8.6M	$8.5M	0.3%
FHLMC MULTICLASS MTG 4367 MZ U.S. Government and Agencies 7/15/2044	Agency / Mortgage-Backed	—	$9.4M	$8.2M	0.3%
FHLMC MULTICLASS MTG KG06 A2 U.S. Government and Agencies 1.777 10/25/2031	Agency / Mortgage-Backed	—	$8.1M	$8.0M	0.3%
PFIZER INVESTMENT ENTERPRISES Corporate Bonds 5/19/2053	Other securities	—	$8.2M	$8.0M	0.3%
U S TREASURY BD PRIN STRIP U.S. Government and Agencies 8/15/2047	Other securities	—	$7.8M	$8.0M	0.3%
FHLMC MULTICLASS MTG 4616 Z U.S. Government and Agencies 9/15/2046	Agency / Mortgage-Backed	—	$9.8M	$7.9M	0.3%
FHLMC MULTICLASS MTG 4622 TZ U.S. Government and Agencies 3.500 10/15/2046	Agency / Mortgage-Backed	—	$8.8M	$7.8M	0.3%
U S TREASURY BD CPN STRIP U.S. Government and Agencies 2/15/2040	Other securities	—	$7.9M	$7.7M	0.3%
FHLMC MULTICLASS MTG 4440 ZX U.S. Government and Agencies 1/15/2045	Agency / Mortgage-Backed	—	$9.2M	$7.7M	0.3%
BERKSHIRE HATHAWAY FINANCE COR Corporate Bonds 3/15/2052	Other securities	—	$8.4M	$7.6M	0.3%
FHLMC MULTICLASS MTG 1513 A2 U.S. Government and Agencies 2.726 12/25/2031	Agency / Mortgage-Backed	—	$7.4M	$7.2M	0.3%
ANHEUSER-BUSCH COS LLC / ANHEU Corporate Bonds 2/1/2046	Other securities	—	$7.3M	$7.1M	0.3%
FHLMC MULTICLASS MTG K087 AM U.S. Government and Agencies 3.832 12/25/2028	Agency / Mortgage-Backed	—	$7.9M	$6.8M	0.3%
FHLMC MULTICLASS MTG KW07 A2 U.S. Government and Agencies 9/25/2028	Agency / Mortgage-Backed	—	$7.8M	$6.8M	0.3%
BURLINGTON NORTHERN SANTA FE L Corporate Bonds 3/15/2042	Other securities	—	$7.2M	$6.7M	0.3%
FHLMC MULTICLASS MTG K093 AM U.S. Government and Agencies 5/25/2029	Agency / Mortgage-Backed	—	$7.4M	$6.6M	0.3%
U S TREASURY BD CPN STRIP U.S. Government and Agencies 0.000 11/15/2042	Other securities	—	$6.7M	$6.4M	0.3%
MUNI ELEC AUTH OF GEORGIA Other Government 4/1/2057	Bonds / Notes	—	$6.9M	$6.3M	0.2%
ANHEUSER-BUSCH INBEV WORLDWIDE Corporate Bonds 1/23/2059	Other securities	—	$6.1M	$6.3M	0.2%
FHLMC MULTICLASS MTG K127 A2 U.S. Government and Agencies 1/25/2031	Agency / Mortgage-Backed	—	$6.2M	$6.1M	0.2%
FLORIDA POWER & LIGHT CO Corporate Bonds 2/1/2042	Common Stocks	—	$7.1M	$6.0M	0.2%
FNMA GTD REMIC P/T 20-M23 A3 U.S. Government and Agencies 3/25/2035	Agency / Mortgage-Backed	—	$5.9M	$5.9M	0.2%
FNMA GTD REMIC P/T 22-M4 2A2 U.S. Government and Agencies 1.209 12/25/2030	Agency / Mortgage-Backed	—	$5.6M	$5.8M	0.2%
BANK OF AMERICA CORP Corporate Bonds 3/20/2051	Common Stocks	—	$7.6M	$5.7M	0.2%
FNMA GTD REMIC P/T 22-M2S A2 U.S. Government and Agencies 8/25/2032	Agency / Mortgage-Backed	—	$5.5M	$5.7M	0.2%
U S TREASURY BD CPN STRIP U.S. Government and Agencies 0.000 11/15/2037	Other securities	—	$5.7M	$5.6M	0.2%
U S TREASURY NOTE U.S. Government and Agencies 4.625 10/15/2026	U.S. Treasuries	—	$5.5M	$5.5M	0.2%

1–50 of 1,225

1 / 25

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	—