Plan Snapshot
- Plan Sponsor: Fbl Financial Group, INC.
- Sponsor EIN: 421411715
- Sponsor Address: 5400 UNIVERSITY AVE, WEST DES MOINES, IA, 502665950
- Plan Type: DB
- Total Participants: 496
- Total Assets: $253.6M
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 | 496 | $253.6M | $4.0M | $0 |
| 2023 | 530 | $270.3M | $3.2M | $0 |
| 2022 | 569 | $261.6M | $3.8M | $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 |
|---|---|---|---|---|
| LUTZ AND COMPANY P.C. | Auditor | $24,000 | — | $24,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LUTZ AND COMPANY P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,000
- Estimated Expense Ratio: 0.009% 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 | $468,074 | $57,000 | — | $24,000 | — |
| 2023 | $494,860 | $58,429 | — | $50,346 | — |
| 2022 | $369,626 | $41,559 | $117,068 | — | $48,991 |