Mountain West Farm Bureau Voluntary Employee Savings Plan — Form 5500 plan (Mountain West Farm Bureau Mutual Insurance Company)
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, Mountain West Farm Bureau Voluntary Employee Savings Plan is a benefit plan reported by Mountain West Farm Bureau Mutual Insurance Company under EIN 83-0181634 and plan number 003. The latest loaded filing year is 2023. The filing reports 320 participants and $20,392,520 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mountain West Farm Bureau Mutual Insurance Company
- EIN
- 83-0181634
- Plan number
- 003
- Plan type
- 2
- Location
- Laramie, WY
- Latest filing year
- 2023
- Participants
- 320
- End-of-year plan assets
- $20,392,520
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 320 | H, C | 20241007124646NAL0007579139001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,392,520
- Net assets (EOY)
- $20,392,520
- Net assets (BOY)
- $16,701,827
Income & contributions
- Employer contributions
- $549,084
- Participant contributions
- $928,165
- Total contributions
- $1,519,897
- Total income / additions
- $4,501,480
Expenses & distributions
- Benefits paid
- $755,062
- Administrative expenses
- $55,725
- Total expenses
- $810,787
- Net increase / (decrease)
- $3,690,693
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $55,725 | $0 | 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 Mountain West Farm Bureau Mutual Insurance Company
- 2023 Form 5500 filing
- Form 5500 filings in WY
- 401(k) and benefit plan filings in Laramie, WY
- Transamerica Retirement Solutions — Schedule C compensation
- National Financial Services — Schedule C compensation
- Charles Schwab & Co, Inc — Schedule C compensation