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Original filing (PDF)20251015191751NAL0007149712001
FARM BUREAU INSURANCE COMPANY OF IDAHO ER 09
Form 5500
FILING_RECEIVED
WESTERN FARM BUREAU PENSION PLAN
Defined-benefit pension plan
Signals · 3
50% in single holdingNo recordkeeper disclosed6 service providers
Active participants
113
Accounts w/ balance
—
Plan assets (EOY)
$86.9M
Net assets (EOY)
$86.9M
How this plan invests
This plan
1 pooled trust
Schedule D
8 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
75
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Pimco Long Term Credit Inst" is 50% of plan.
- 22 bps in Schedule C fees — modestly above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FARM BUREAU INSURANCE COMPANY OF IDAHO ER 09.
Plan sponsor
Name
FARM BUREAU INSURANCE COMPANY OF IDAHO ER 09
EIN
82-0189910
Address
P.O. BOX 4848 · POCATELLO, ID · 83201
Phone
(208) 232-7914
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
HAYNIE & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsCustodian
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MATRIX TRUST COMPANY | 75-3182674 | — | CUSTODIAN | $28K | — |
| SCHWAB | — | HENDERSON, NV | CUSTODIAN | $6K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI | — | GLASTONBURY, CT | INVESTMENT ADVISOR | $37K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HAYNIE & COMPANY | 87-0325228 | — | AUDITOR | $17K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN | 91-0675641 | — | ACTUARY | $100K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SHERMAN & HOWARD | 31-0541755 | — | ATTORNEY | $6K | — |
Investments
7 direct securities · 1 pooled fund· $86.9M(100% 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.
Uncategorized
$84.3M
7 holdings
Common Collective Trust
$2.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Pimco Long Term Credit Inst | — | 5,029,004 | $45.1M | $43.7M | 50.2% | |
| Pimco Investment Grade Credit Bond Fd INST | — | 1,934,512 | $17.2M | $17.2M | 19.8% | |
| Pimco Long Duration Total R Is | — | 2,453,331 | $17.8M | $17.1M | 19.7% | |
| Fidelity 500 Index FundPimco Investment Grade Credit Bond Fd | — | 20,607 | $3.6M | $4.2M | 4.8% | |
| BLACKROCK MSCI ACWI EXUS IND FUND BLACKROCK · EIN 32-0174431 / PN 001 | Common Collective Trust | 155,457 | $2.5M | $2.6M | 3.0% | |
| Fidelity Extended Market Index Fund | — | 18,634 | $1.5M | $1.7M | 1.9% | |
| Schwab Bank Sweep for EE Benefit Plan | — | 443,002 | $443K | $443K | 0.5% | |
| JP Morgan US Governmental MM Institutional | — | 231 | $403 | $403 | <0.1% |