Western Farm Bureau Pension Plan — Form 5500 plan (Farm Bureau Mutual Insurance Company Of Idaho Er 09)
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, Western Farm Bureau Pension Plan is a benefit plan reported by Farm Bureau Mutual Insurance Company Of Idaho Er 09 under EIN 82-0189910 and plan number 001. The latest loaded filing year is 2023. The filing reports 466 participants and $88,295,119 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Farm Bureau Mutual Insurance Company Of Idaho Er 09
- EIN
- 82-0189910
- Plan number
- 001
- Plan type
- 2
- Location
- Pocatello, ID
- Latest filing year
- 2023
- Participants
- 466
- End-of-year plan assets
- $88,295,119
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 466 | H, C | 20241011161323NAL0011163763001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $88,295,119
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $88,295,119
- Net assets (BOY)
- $81,313,134
Income & contributions
- Employer contributions
- $4,000,000
- Total contributions
- $4,000,000
- Total income / additions
- $11,964,430
Expenses & distributions
- Benefits paid
- $4,704,756
- Administrative expenses
- $277,689
- Total expenses
- $4,982,445
- Net increase / (decrease)
- $6,981,985
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman | ACTUARY | $100,105 | not reported in the loaded dataset | 2023 |
| Ingham Retirement Group | INVESTMENT ADVISOR | $99,770 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | CUSTODIAN | $28,192 | not reported in the loaded dataset | 2023 |