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  2. IOWA FARM BUREAU FEDERATION AND AFFILIATED COMPANIES
Sponsor portfolioTH

IOWA FARM BUREAU FEDERATION AND AFFILIATED COMPANIES

EIN 42-0331840-Other Services (except Public Administration)-Latest filing 2024
Plans
3
Retirement
2
$547.1M assets
Welfare
1
$29.1M premiums
Participants
5,959
5400 UNIVERSITY AVE - WEST DES MOINES, IA 50266515-226-6683
Plans on this EIN
3 filings
#004401k-$497.5M - 2,934 part#005TraditionalDB-$49.6M - 180 part#509Mixed-$29.1M - 2,845 lives

Retirement portfolio analytics

2 plans aggregated / $547.1M assets / 3,114 participants

Assets by plan

Share of aggregate retirement assets

91%top
  • BUREAU 401(K) Savings (#004)91%
  • BUREAU RETIREMENT PLAN (#005)9%
Total $547.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BUREAU 401(K) Savings (#004)2,934
  • BUREAU RETIREMENT PLAN (#005)180
Total 3,114Click row to drill in

Benefits portfolio analytics

1 plan / $29.1M premiums / 2,845 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$25.8M
  • Life$2.5M
  • Long-term disability$591K
  • Vision$228K
  • Other$41K
Total $29.1M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • TOWN & COUNTRY LIFE INSURANCE COMPANY8%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA2%
  • VERATRUS BENEFIT SOLUTIONS1%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA1%
  • +1 more
Total $29.1M6 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • BROWN AND BROWN OF FLORIDA, INC.83%
  • HAYS COMPANIES, INC.17%
Total $125K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

FARM BUREAU 401(K) SAVINGS PLAN

401k

Assets$497.5M
Participants2,934
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

FARM BUREAU RETIREMENT PLAN

TraditionalDB

Assets$49.6M
Participants180
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#509

IOWA FARM BUREAU FEDERATION AND AFFILIATED COMPANIES WELFARE BENEFITS PLAN

Mixed - WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA

Premiums$29.1M
Covered lives2,845
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004FARM BUREAU 401(K) SAVINGS PLAN401k$497.5M2,9342024
005FARM BUREAU RETIREMENT PLANTraditionalDB$49.6M1802024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
509IOWA FARM BUREAU FEDERATION AND AFFILIATED COMPANIES WELFARE BENEFITS PLANMixedWELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA$29.1M2,8452024
Retirement plans
Welfare plans
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