Plan Snapshot
- Plan Sponsor: Mountain West Farm Bureau Mutual Insurance Company Er 08
- Sponsor EIN: 830181634
- Sponsor Address: 931 BOULDER DRIVE, LARAMIE, WY, 82070
- Plan Type: DB
- Total Participants: 51
- Total Assets: $14.1M
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 | 51 | $14.1M | $465,000 | $0 |
| 2023 | 54 | $41.8M | $2.3M | $0 |
| 2022 | 62 | $38.0M | $1.9M | $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 |
|---|---|---|---|---|
| HAYNIE & COMPANY | Auditor | $20,664 | — | $20,664 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HAYNIE & COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,664
- Estimated Expense Ratio: 0.147% 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 | $94,260 | $2,306 | $19,494 | $20,664 | — |
| 2023 | $128,996 | $49,433 | $18,880 | — | — |
| 2022 | $144,254 | $52,199 | $17,177 | — | $56,662 |