Original filing (PDF)20240131144129NAL0013939267001

FARMERS MUTUAL HAIL INSURANCE COMPANY OF IOWA

Name: FARMERS MUTUAL HAIL INSURANCE COMPANY OF IOWA — FARMERS MUTUAL HAIL INSURANCE COMPANY OF IOWA RETIREMENT PLAN, Form 5500 (2023)
Creator: FARMERS MUTUAL HAIL INSURANCE COMPANY OF IOWA

Form 5500

FILING_RECEIVED

FARMERS MUTUAL HAIL INSURANCE COMPANY OF IOWA RETIREMENT PLAN

Defined-benefit pension plan

Signals · 1

Late filing · 0.2 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

4 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off

Filed 0.2 months past the 10.5-month grace window.
Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FARMERS MUTUAL HAIL INSURANCE COMPANY OF IOWA.

Plan sponsor

Name

FARMERS MUTUAL HAIL INSURANCE COMPANY OF IOWA

EIN

42-0245840

Address

6785 WESTOWN PKWY · WEST DES MOINES, IA · 502667727

Phone

(515) 282-9104

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-03-09

Filed

2024-01-31

Pension benefit codes

1A · Pay-related DB formula

1H · PBGC-terminated and closed out

1I · Frozen plan — no new benefit accrual

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

EIDE BAILLY LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$2K	—

Investments

4 pooled funds· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

			% of plan
PRIN LIQUID ASSETS SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024	Pooled Separate Account	$0	—
PRIN LDI LONG DURATION SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 104	Pooled Separate Account	$0	—
PRIN LDI SHORT DUR SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 127	Pooled Separate Account	$0	—
PRIN LDI INTRM DUR SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 128	Pooled Separate Account	$0	—