Original filing (PDF)20250814084109NAL0027435730001

IOWA BANKERS BENEFIT PLAN BOARD OF TRUSTEES

Name: IOWA BANKERS BENEFIT PLAN BOARD OF TRUSTEES — IOWA BANKERS BENEFIT PLAN, Form 5500 (2024)
Creator: IOWA BANKERS BENEFIT PLAN BOARD OF TRUSTEES

Form 5500

FILING_RECEIVED

IOWA BANKERS BENEFIT PLAN

Health & welfare plan

Signals · 3

~522 bps in Sched C feesNo recordkeeper disclosed7 service providers

Active participants

12,435

Accounts w/ balance

—

Plan assets (EOY)

$125.7M

Net assets (EOY)

$106.3M

How this plan invests

This plan

120 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (0th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for IOWA BANKERS BENEFIT PLAN BOARD OF TRUSTEES.

Plan sponsor

Name

IOWA BANKERS BENEFIT PLAN BOARD OF TRUSTEES

EIN

42-1122086

Address

8901 NORTHPARK DRIVE · P.O. BOX 6200 · JOHNSTON, IA · 501316200

Phone

(515) 286-4300

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Name

IOWA BANKERS INSURANCE AND SERVICES

EIN

42-1122086

City

JOHNSTON, IA

Phone

(515) 286-4300

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-14

Welfare benefit codes

4A · Health (other than dental or vision)

4B · Life Insurance

4D · Dental

4F · Temporary Disability (accident and sickness)

4H · Long-Term Disability

4L · Death Benefits (other than life insurance)

4T · Long-Term Care

Audit & trust (Schedule H)

Service providers (Schedule C)

7 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
DONALDSON CAPITAL MANAGEMENT	—	EVANSVILLE, IN	NONE	$140K	—
BRAL NIEDERT PRIVATE WEALTH ADVISOR	—	WEST DES MOINES, IA	NONE	$80K	—

Accountant / Auditor

Name	EIN

Investments

120 direct securities· $120.5M(96% of reported assets)

Other securities

$50.6M

43 holdings

Bonds / Notes

$37.3M

49 holdings

Cash / Money Market

$21.9M

2 holdings

Common Stock

$7.9M

14 holdings

U.S. Treasuries

$2.6M

11 holdings

Agency / Mortgage-Backed

$250K

1 holding

					% of plan
West Bank Iowa Insured Cash Sweep/Money Market Account	Cash / Money Market	—	$20.9M	$20.9M	16.6%
CERTIFICATES OF DEPOSIT * West Bank Iowa Intra-FI CDARS account, 4%, maturity 12/18/2025	Bonds / Notes	—	$13.7M	$13.7M	10.9%
iShares Core S&P 500 ETF 19,034 shares	Other securities	—	$7.9M	$11.2M	8.9%
iShares National Municipal Bond ETF 83,930 shares	Bonds / Notes	—	$8.9M	$8.9M	7.1%
Vanguard Intermediate-Term Treasury Index ETF 81,092 shares	Other securities	—	$4.9M	$4.7M	3.7%
iShares Core Total Usd Bond Market ETF 103,812 shares	Other securities	—	$4.8M	$4.7M	3.7%
iShares Short-Term National Municipal Bond ETF 31,055 shares	Bonds / Notes	—	$3.2M	$3.3M	2.6%
Vanguard Mortgage-Backed Securities Index ETF 69,140 shares	Other securities	—	$3.6M	$3.1M	2.5%
iShares Short Maturity Municipal Bond ETF 50,678 shares	Bonds / Notes	—	$2.5M	$2.5M	2.0%
iShares Core S&P Mid-Cap ETF 31,297 shares	Other securities	—	$1.8M	$2.0M	1.6%
Vanguard Ultra-Short-Term Tax-Exempt Admiral Fund 118,443 shares	Other securities	—	$1.9M	$1.9M	1.5%
iShares Core MSCI EAFE ETF 23,862 shares	Other securities	—	$1.7M	$1.7M	1.3%
iShares 5-10 Year Investment Grade Corp Bond ETF 30,327 shares	Common Stock	—	$1.6M	$1.6M	1.2%
iShares 1-5 Year Investment Grade Corp Bond ETF 28,266 shares	Common Stock	—	$1.5M	$1.5M	1.2%
iShares Core S&P Small-Cap ETF 12,022 shares	Other securities	—	$1.3M	$1.4M	1.1%
Broadcom 5,323 shares	Other securities	—	$419K	$1.2M	1.0%
Schwab Municipal Bond ETF 41,887 shares	Bonds / Notes	—	$1.1M	$1.1M	0.9%
Fidelity Government Money Market Fund	Cash / Money Market	—	$1.0M	$1.0M	0.8%
iShares Core MSCI Total International Stock ETF 15,403 shares	Other securities	—	$1.0M	$1.0M	0.8%
iShares Floating Rate ETF 17,662 shares	Bonds / Notes	—	$895K	$899K	0.7%
Schwab US Treasury Money Ultra Fund	U.S. Treasuries	—	$877K	$877K	0.7%
iShares Core MSCI Emerging Markets ETF 16,210 shares	Other securities	—	$823K	$846K	0.7%
Apple 3,376 shares	Other securities	—	$493K	$845K	0.7%
iShares TIPS Bond ETF 7,721 shares	Other securities	—	$867K	$823K	0.7%
iShares CMBS ETF 16,719 shares	Other securities	—	$892K	$789K	0.6%
iShares Trust A Rate Corporate Bond ETF 16,599 shares	Other securities	—	$785K	$777K	0.6%
Hartford Municipal Opportunities ETF 19,138 shares	Bonds / Notes	—	$745K	$740K	0.6%
Accenture 2,023 shares	Other securities	—	$570K	$712K	0.6%
JP Morgan 2,892 shares	Other securities	—	$432K	$693K	0.6%
Microsoft 1,613 shares	Other securities	—	$446K	$680K	0.5%
Abbvie 3,794 shares	Other securities	—	$538K	$674K	0.5%
Vanguard Short-Term Bond Index Fund ETF 8,700 shares	Other securities	—	$666K	$672K	0.5%
iShares Core S&P Total U.S. Stock Market ETF 5,148 shares	Other securities	—	$471K	$662K	0.5%
Costco 720 shares	Other securities	—	$360K	$660K	0.5%
JPMorgan U.S. Quality Factor ETF 11,171 shares	Other securities	—	$474K	$640K	0.5%
Exxon Mobil Corporation 5,724 shares	Common Stock	—	$555K	$616K	0.5%
Home Depot 1,535 shares	Other securities	—	$448K	$597K	0.5%
Texas Instruments 3,003 shares	Other securities	—	$506K	$563K	0.4%
CME Group, Inc. 2,323 shares	Common Stock	—	$477K	$539K	0.4%
iShares PHLX SOX Semiconductor ETF 2,489 shares	Other securities	—	$531K	$536K	0.4%
SPDR Communications Select Sector ETF 5,534 shares	Other securities	—	$445K	$536K	0.4%
Vanguard Health Care Index Fund ETF 2,100 shares	Other securities	—	$543K	$533K	0.4%
Lockheed Martin Corp 1,089 shares	Common Stock	—	$482K	$529K	0.4%
Paychex 3,719 shares	Other securities	—	$392K	$521K	0.4%
McDonald's Corporation 1,783 shares	Common Stock	—	$501K	$517K	0.4%
UnitedHealth Group, Inc. 1,006 shares	Common Stock	—	$521K	$509K	0.4%
Morgan Stanley 4,006 shares	Other securities	—	$522K	$504K	0.4%
Union Pacific 2,118 shares	Other securities	—	$478K	$483K	0.4%
Blackrock 456 shares	Other securities	—	$295K	$467K	0.4%
Marsh & McLennan Co, Inc. 2,153 shares	Common Stock	—	$433K	$457K	0.4%

1–50 of 120

1 / 3

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

BlackRock / iShares$46.1M Vanguard$10.9M Schwab$2.3M JPMorgan$1.4M Fidelity$1.0M Morgan Stanley$976K State Street / SPDR$808K T. Rowe Price$444K

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Name	EIN	Location	Relation	Direct comp	Indirect comp
WELLMARK BLUE CROSS BLUE SHIELD	—	DES MOINES, IA	NONE	$5.7M	—
DELTA DENTAL OF IOWA	—	JOHNSTON, IA	NONE	$402K	—
MILLIMAN	—	BROOKFIELD, WI	NONE	$116K	—
DENTONS DAVIS, BROWN, KOEHN LAW FIR	42-1343884	—	NONE	$10K	—