Original filing (PDF)20251002090940NAL0000217665001

IOWA FARM BUREAU FEDERATION

Name: IOWA FARM BUREAU FEDERATION — FARM BUREAU RETIREMENT PLAN, Form 5500 (2024)
Creator: IOWA FARM BUREAU FEDERATION

Form 5500

FILING_RECEIVED

FARM BUREAU RETIREMENT PLAN

Defined-benefit pension plan

Signals · 1

No recordkeeper disclosed

Active participants

128

Accounts w/ balance

Plan assets (EOY)

$49.6M

Net assets (EOY)

$49.6M

How this plan invests

This plan

5 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 (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

100

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IOWA FARM BUREAU FEDERATION.

Plan sponsor

Name

IOWA FARM BUREAU FEDERATION

EIN

42-0331840

Address

5400 UNIVERSITY AVE · WEST DES MOINES, IA · 502665950

Phone

(515) 226-6683

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Name

FBL FINANCIAL GROUP, INC.

EIN

42-1411715

City

WEST DES MOINES, IA

Phone

(515) 226-6683

Plan characteristics

Plan number

005

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-02

Pension benefit codes

1A · Pay-related DB formula

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

LUTZ AND COMPANY P.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPFINANCIAL PARTNERS LLP	26-0058143	—	INVESTMENT ADVISORY	$18K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$34K	—

Accountant / Auditor

Name	EIN	Location	Relation

Investments

5 pooled funds· $11.1M(22% of reported assets)

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.

Investment	Type	Current value	% of plan
PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016	Pooled Separate Account	$4.1M	8.3%
PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120	Pooled Separate Account	$3.4M	6.9%