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  1. Companies/
  2. Western Iowa Mutual Insurance Association
  • Retirement analytics
  • Plan summaries
  • Retirement plans

Filings through Oct 24, 2026.

Western Iowa Mutual Insurance Association

EIN 42-0474440-insurance-Latest filing 2024
Plans
2
Retirement
2
$2.0M assets
Health & Benefits
0
Participants
10
127 PEARL ST - COUNCIL BLUFFS, IA 51503712-249-0539westerniowamutual.comLinkedIn11-50 employeesinsurance
Plans on this EIN
2 filings
#001Traditional DB-$1.7M - 8 part#002401(k)-$249K - 2 part

Retirement portfolio analytics

2 plans aggregated / $2.0M assets / 10 participants

Assets by plan

Share of aggregate retirement assets

  • ASSOCIATION PENSION TRUST (#001)$1.7M
  • ASSOCIATION 401K PLAN (#002)$249K
Total $2.0MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • ASSOCIATION PENSION TRUST (#001)8
  • ASSOCIATION 401K PLAN (#002)2
Total 10Select a row to open it

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

WESTERN IOWA MUTUAL INSURANCE ASSOCIATION PENSION TRUST

Traditional DB

Assets$1.7M
Participants8
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

WESTERN IOWA MUTUAL INSURANCE ASSOCIATION 401K PLAN

401(k)

Assets$249K
Participants2
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001WESTERN IOWA MUTUAL INSURANCE ASSOCIATION PENSION TRUSTTraditional DB$1.7M82024
#002WESTERN IOWA MUTUAL INSURANCE ASSOCIATION 401K PLAN401(k)$249K22024
  • WESTERN IOWA MUTUAL INSURANCE ASSOCIATION PENSION TRUST$1.7M
    #001 · Traditional DB · 20248
  • WESTERN IOWA MUTUAL INSURANCE ASSOCIATION 401K PLAN$249K
    #002 · 401(k) · 20242
Retirement plans

On this page

  1. Retirement analytics
  2. Plan summaries
  3. Retirement plans
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