2023 Form 5500 filing — Farm Bureau Retirement 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 20241014092846NAL0014701235001) for Farm Bureau Retirement Plan, reported by Iowa Farm Bureau Federation under EIN 42-0331840 and plan number 005. It reports 164 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$47.9MReported net assets$47,891,432
Participants164
Provider compensation$77.9K3 Schedule C row(s)$77,871
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014092846NAL0014701235001
- Plan sponsor
- Iowa Farm Bureau Federation
- EIN
- 42-0331840
- Plan number
- 005
- Location
- West Des Moines, IA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$47.9M total assets
Net assets$47.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $47,891,432
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $47,891,432
- Employer contributions
- $1,900,000
- Total income / additions
- $6,874,095
- Benefits paid
- $1,628,917
- Administrative expenses
- $77,794
- Total expenses
- $1,706,711
- Net increase / (decrease)
- $5,167,384
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ernst & Young | ACCOUNTANT | $34,495 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $11,301 | $16,625 |
| Capfinancial Partners Llp | INVESTMENT ADVISORY | $15,450 | not reported in the loaded dataset |