Fbl Financial Group Retirement Plan — Form 5500 plan (Fbl Financial Group, Inc.)
Plain-English plan 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, Fbl Financial Group Retirement Plan is a benefit plan reported by Fbl Financial Group, Inc. under EIN 42-1411715 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,735 participants and $270,252,063 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fbl Financial Group, Inc.
- EIN
- 42-1411715
- Plan number
- 001
- Plan type
- 3
- Location
- West Des Moines, IA
- Latest filing year
- 2023
- Participants
- 1,735
- End-of-year plan assets
- $270,252,063
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,735 | H, C | 20241014093719NAL0014712131001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $270,252,063
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $270,252,063
- Net assets (BOY)
- $261,592,735
Income & contributions
- Employer contributions
- $3,197,280
- Total contributions
- $3,197,280
- Total income / additions
- $25,870,519
Expenses & distributions
- Benefits paid
- $16,716,331
- Administrative expenses
- $494,860
- Total expenses
- $17,211,191
- Net increase / (decrease)
- $8,659,328
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $161,792 | $92 | 2023 |
| Principal Custody Solutions | TRUSTEE | $53,658 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners, LLC | INVESTMENT ADVISORY | $51,500 | not reported in the loaded dataset | 2023 |
| Ernst & Young Llp | ACCOUNTANT | $50,346 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fbl Financial Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in West Des Moines, IA
- Principal Life Insurance Company — Schedule C compensation
- Principal Custody Solutions — Schedule C compensation
- Capfinancial Partners, LLC — Schedule C compensation
- Ernst & Young Llp — Schedule C compensation