2023 Form 5500 filing — Farm Bureau Mutual Insurance Company Of Idaho Voluntary Employee Savings Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241002111146NAL0014841744001) for Farm Bureau Mutual Insurance Company Of Idaho Voluntary Employee Savings Plan, reported by Farm Bureau Mutual Insurance Company Of Idaho under EIN 82-0189910 and plan number 004. It reports 521 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002111146NAL0014841744001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Farm Bureau Mutual Insurance Company Of Idaho
- EIN
- 82-0189910
- Plan number
- 004
- Location
- Pocatello, ID
- Participants
- 521
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,682,572
- Net assets (EOY)
- $20,682,572
- Employer contributions
- $460,100
- Participant contributions
- $1,314,609
- Total income / additions
- $4,948,696
- Benefits paid
- $2,216,603
- Administrative expenses
- $87,359
- Total expenses
- $2,303,962
- Net increase / (decrease)
- $2,644,734
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $64,413 | $0 |
| Haynie & Company | AUDITOR | $14,900 | not reported in the loaded dataset |
| Ingham Retirement Group | INVESTMENT ADVISOR | $7,645 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |
| Charles Schwab & Co, Inc. | SECURITIES BROKER | $0 | $0 |