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 20241011161323NAL0011163763001) for Western Farm Bureau Pension Plan, reported by Farm Bureau Mutual Insurance Company Of Idaho Er 09 under EIN 82-0189910 and plan number 001. It reports 466 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011161323NAL0011163763001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Farm Bureau Mutual Insurance Company Of Idaho Er 09
- EIN
- 82-0189910
- Plan number
- 001
- Location
- Pocatello, ID
- Participants
- 466
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $88,295,119
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $88,295,119
- Employer contributions
- $4,000,000
- Total income / additions
- $11,964,430
- Benefits paid
- $4,704,756
- Administrative expenses
- $277,689
- Total expenses
- $4,982,445
- Net increase / (decrease)
- $6,981,985
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman | ACTUARY | $100,105 | not reported in the loaded dataset |
| Ingham Retirement Group | INVESTMENT ADVISOR | $99,770 | not reported in the loaded dataset |
| Matrix Trust Company | CUSTODIAN | $28,192 | not reported in the loaded dataset |