Western Farm Bureau Pension Plan — Form 5500 plan (Mountain West Farm Bureau Mutual Insurance Company Er 08)
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 Mountain West Farm Bureau Mutual Insurance Company Er 08 under EIN 83-0181634 and plan number 001. The latest loaded filing year is 2023. The filing reports 203 participants and $41,750,752 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mountain West Farm Bureau Mutual Insurance Company Er 08
- EIN
- 83-0181634
- Plan number
- 001
- Plan type
- 2
- Location
- Laramie, WY
- Latest filing year
- 2023
- Participants
- 203
- End-of-year plan assets
- $41,750,752
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 203 | H, C | 20241015105614NAL0016187299001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,750,752
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,750,752
- Net assets (BOY)
- $38,033,466
Income & contributions
- Employer contributions
- $2,325,000
- Total contributions
- $2,325,000
- Total income / additions
- $6,149,714
Expenses & distributions
- Benefits paid
- $2,303,432
- Administrative expenses
- $128,996
- Total expenses
- $2,432,428
- Net increase / (decrease)
- $3,717,286
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ingham Retirement Group | INVESTMENT ADVISOR | $49,433 | not reported in the loaded dataset | 2023 |
| Milliman | ACTUARY | $44,090 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | CUSTODIAN | $12,416 | not reported in the loaded dataset | 2023 |