2023 Form 5500 filing — Western Farm Bureau Pension 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 20241015105614NAL0016187299001) for Western Farm Bureau Pension Plan, reported by Mountain West Farm Bureau Mutual Insurance Company Er 08 under EIN 83-0181634 and plan number 001. It reports 203 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015105614NAL0016187299001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mountain West Farm Bureau Mutual Insurance Company Er 08
- EIN
- 83-0181634
- Plan number
- 001
- Location
- Laramie, WY
- Participants
- 203
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $41,750,752
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,750,752
- Employer contributions
- $2,325,000
- Total income / additions
- $6,149,714
- Benefits paid
- $2,303,432
- Administrative expenses
- $128,996
- Total expenses
- $2,432,428
- Net increase / (decrease)
- $3,717,286
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ingham Retirement Group | INVESTMENT ADVISOR | $49,433 | not reported in the loaded dataset |
| Milliman | ACTUARY | $44,090 | not reported in the loaded dataset |
| Matrix Trust Company | CUSTODIAN | $12,416 | not reported in the loaded dataset |