Western Iowa Mutual Insurance Association Pension Trust — Form 5500 plan (Western Iowa Mutual Insurance Association)
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 Iowa Mutual Insurance Association Pension Trust is a benefit plan reported by Western Iowa Mutual Insurance Association under EIN 42-0474440 and plan number 001. The latest loaded filing year is 2023. The filing reports 8 participants and $1,745,804 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Western Iowa Mutual Insurance Association
- EIN
- 42-0474440
- Plan number
- 001
- Plan type
- 2
- Location
- Council Bluffs, IA
- Latest filing year
- 2023
- Participants
- 8
- End-of-year plan assets
- $1,745,804
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8 | I | 20251006111550NAL0009126722001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,745,804
- Net assets (EOY)
- $1,745,804
- Net assets (BOY)
- $1,571,440
Income & contributions
- Total income / additions
- $286,644
Expenses & distributions
- Benefits paid
- $112,280
- Total expenses
- $112,280
- Net increase / (decrease)
- $174,364
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.