Plan Snapshot
- Plan Sponsor: Farm Bureau Insurance Company Of Idaho Er 09
- Sponsor EIN: 820189910
- Sponsor Address: P.O. BOX 4848, POCATELLO, ID, 83201
- Plan Type: DB
- Total Participants: 113
- Total Assets: $86.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 113 | $86.9M | $1.8M | $0 |
| 2023 | 126 | $88.3M | $4.0M | $0 |
| 2022 | 161 | $81.3M | $5.0M | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| MILLIMAN | Actuary | $99,687 | — | $99,687 |
| USI | Investment Advisor | $37,211 | — | $37,211 |
| MATRIX TRUST COMPANY | Custodian / Trustee | $28,243 | — | $28,243 |
| HAYNIE & COMPANY | Auditor | $16,500 | — | $16,500 |
| SCHWAB | Custodian / Trustee | $5,796 | — | $5,796 |
| SHERMAN & HOWARD | ERISA Attorney | $5,564 | — | $5,564 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN — Actuary
- MATRIX TRUST COMPANY — Custodian / Trustee
- HAYNIE & COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $193,001
- Estimated Expense Ratio: 0.222% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $239,764 | $37,211 | $39,841 | $16,500 | — |
| 2023 | $277,689 | $99,770 | $42,867 | — | — |
| 2022 | $294,602 | $106,550 | $38,414 | — | $108,278 |