2023 Form 5500 filing — Fbl Financial Group 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 20241014093719NAL0014712131001) for Fbl Financial Group Retirement Plan, reported by Fbl Financial Group, Inc. under EIN 42-1411715 and plan number 001. It reports 1,735 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014093719NAL0014712131001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Fbl Financial Group, Inc.
- EIN
- 42-1411715
- Plan number
- 001
- Location
- West Des Moines, IA
- Participants
- 1,735
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $270,252,063
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $270,252,063
- Employer contributions
- $3,197,280
- Total income / additions
- $25,870,519
- Benefits paid
- $16,716,331
- Administrative expenses
- $494,860
- Total expenses
- $17,211,191
- Net increase / (decrease)
- $8,659,328
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $161,792 | $92 |
| Principal Custody Solutions | TRUSTEE | $53,658 | not reported in the loaded dataset |
| Capfinancial Partners, LLC | INVESTMENT ADVISORY | $51,500 | not reported in the loaded dataset |
| Ernst & Young Llp | ACCOUNTANT | $50,346 | not reported in the loaded dataset |