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Form 5500 · Retirement plan · WEST DES MOINES, IA

IOWA FARM BUREAU FEDERATION AND AFFILIATED COMPANIES

The filing calls this plan FARM BUREAU 401(K) SAVINGS PLAN.

IOWA FARM BUREAU FEDERATION AND AFFILIATED COMPANIES of WEST DES MOINES, IA's retirement plan holds 2 insurance-company contracts (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Insurance company
FARM BUREAU LIFE INSURANCE CO
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 42-0331840 · plan 004 · plan year 2024, filed Oct 2, 2025

Participants at the start of the year
2,984
Contracts on file
2
Contract value
$20,910,417
Plan year end
December

Plan brief

Schedule A lists 2 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles, all with FARM BUREAU LIFE INSURANCE CO.

The contracts held $20,910,417 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
FARM BUREAU LIFE INSURANCE COAnnuity / GIC175December$9,077,125$0
FARM BUREAU LIFE INSURANCE COAnnuity / GIC2,934December$11,833,292$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
FBL FINANCIAL GROUP, INC.
EIN 42-1411715
PRINCIPAL LIFE INSURANCE COMPANY
Contract administrator · EIN 42-0127290
$355,963
paid directly by the plan
CAPFINANCIAL PARTNERS LLC
INVESTMENT ADVISORY · EIN 26-0058143
$103,625
paid directly by the plan
KUTAK ROCK LLP
LEGAL · EIN 47-0597598
$26,811
paid directly by the plan
LUTZ & COMPANY, PC
Accounting and audit · EIN 47-0625816
$27,500
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$497,529,759
Paid out in benefits
$40,729,722
Participants at the start of the year
2,984
Participants with account balances
2,863

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 47-0625816
LUTZ AND COMPANY P.C.
Accountant's opinion (Schedule H, line 3a)
Unmodified
Audit fee
$27,500

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

Other plans filed by this employer

Mpanies Welfare Benefits PlanInsured benefit plan · 6 Schedule A contractsRenews ~Jan 1Farm Bureau Retirement PlanRetirement plan · 2 Schedule A contracts

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