2023 Form 5500 filing — Mountain West Farm Bureau 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 20241007124646NAL0007579139001) for Mountain West Farm Bureau Voluntary Employee Savings Plan, reported by Mountain West Farm Bureau Mutual Insurance Company under EIN 83-0181634 and plan number 003. It reports 320 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007124646NAL0007579139001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mountain West Farm Bureau Mutual Insurance Company
- EIN
- 83-0181634
- Plan number
- 003
- Location
- Laramie, WY
- Participants
- 320
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,392,520
- Net assets (EOY)
- $20,392,520
- Employer contributions
- $549,084
- Participant contributions
- $928,165
- Total income / additions
- $4,501,480
- Benefits paid
- $755,062
- Administrative expenses
- $55,725
- Total expenses
- $810,787
- Net increase / (decrease)
- $3,690,693
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $55,725 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |
| Charles Schwab & Co, Inc | SECURITIES BROKER | $0 | $0 |