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Sponsor portfolio

WESTERN IOWA MUTUAL INSURANCE ASSOCIATION

EIN 42-0474440-insurance-Latest filing 2024
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
10
127 PEARL ST - COUNCIL BLUFFS, IA 51502712-249-0539westerniowamutual.comLinkedIn11-50 employeesinsurance
Plans on this EIN
2 filings
#001TraditionalDB-$1.7M - 8 part#002401k-$249K - 2 part

Retirement portfolio analytics

2 plans aggregated / $2.0M assets / 10 participants

Assets by plan

Share of aggregate retirement assets

88%top
  • ASSOCIATION PENSION TRUST (#001)88%
  • ASSOCIATION 401K PLAN (#002)12%
Total $2.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ASSOCIATION PENSION TRUST (#001)8
  • ASSOCIATION 401K PLAN (#002)2
Total 10Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

WESTERN IOWA MUTUAL INSURANCE ASSOCIATION PENSION TRUST

TraditionalDB

Assets$1.7M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

WESTERN IOWA MUTUAL INSURANCE ASSOCIATION 401K PLAN

401k

Assets$249K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001WESTERN IOWA MUTUAL INSURANCE ASSOCIATION PENSION TRUSTTraditionalDB$1.7M82024
002WESTERN IOWA MUTUAL INSURANCE ASSOCIATION 401K PLAN401k$249K22024
Retirement plans
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