Farm Bureau Mutual Insurance Company Of Idaho Voluntary Employee Savings Plan — Form 5500 plan (Farm Bureau Mutual Insurance Company Of Idaho)
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, Farm Bureau Mutual Insurance Company Of Idaho Voluntary Employee Savings Plan is a benefit plan reported by Farm Bureau Mutual Insurance Company Of Idaho under EIN 82-0189910 and plan number 004. The latest loaded filing year is 2023. The filing reports 521 participants and $20,682,572 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Farm Bureau Mutual Insurance Company Of Idaho
- EIN
- 82-0189910
- Plan number
- 004
- Plan type
- 2
- Location
- Pocatello, ID
- Latest filing year
- 2023
- Participants
- 521
- End-of-year plan assets
- $20,682,572
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 521 | H, C | 20241002111146NAL0014841744001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,682,572
- Net assets (EOY)
- $20,682,572
- Net assets (BOY)
- $18,037,838
Income & contributions
- Employer contributions
- $460,100
- Participant contributions
- $1,314,609
- Total contributions
- $1,840,973
- Total income / additions
- $4,948,696
Expenses & distributions
- Benefits paid
- $2,216,603
- Administrative expenses
- $87,359
- Total expenses
- $2,303,962
- Net increase / (decrease)
- $2,644,734
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $64,413 | $0 | 2023 |
| Haynie & Company | AUDITOR | $14,900 | not reported in the loaded dataset | 2023 |
| Ingham Retirement Group | INVESTMENT ADVISOR | $7,645 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
| Charles Schwab & Co, Inc. | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Farm Bureau Mutual Insurance Company Of Idaho
- 2023 Form 5500 filing
- Form 5500 filings in ID
- 401(k) and benefit plan filings in Pocatello, ID
- Transamerica Retirement Solutions — Schedule C compensation
- Haynie & Company — Schedule C compensation
- Ingham Retirement Group — Schedule C compensation
- National Financial Services — Schedule C compensation
- Charles Schwab & Co, Inc. — Schedule C compensation