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401(K) PLAN OF WISCONSIN FARM BUREAU FEDERATION AND AFFILIATES 401k Plan overview

Plan Name401(K) PLAN OF WISCONSIN FARM BUREAU FEDERATION AND AFFILIATES
Plan identification number 334

401(K) PLAN OF WISCONSIN FARM BUREAU FEDERATION AND AFFILIATES Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WISCONSIN FARM BUREAU FEDERATION COOPERATIVE has sponsored the creation of one or more 401k plans.

Company Name:WISCONSIN FARM BUREAU FEDERATION COOPERATIVE
Employer identification number (EIN):390808613
NAIC Classification:524290

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 401(K) PLAN OF WISCONSIN FARM BUREAU FEDERATION AND AFFILIATES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3342023-01-01
3342022-01-01
3342021-01-01
3342020-01-01
3342019-01-01
3342018-01-01
3342017-01-01DAN MERK
3342016-01-01DAN MERK
3342015-01-01DAN MERK
3342014-01-01DAN MERK
3342013-01-01DANIEL J. MERK
3342012-01-01DANIEL J. MERK
3342011-01-01DANIEL J. MERK
3342010-01-01DANIEL J. MERK
3342009-01-01DANIEL J. MERK

Plan Statistics for 401(K) PLAN OF WISCONSIN FARM BUREAU FEDERATION AND AFFILIATES

401k plan membership statisitcs for 401(K) PLAN OF WISCONSIN FARM BUREAU FEDERATION AND AFFILIATES

Measure Date Value
2023: 401(K) PLAN OF WISCONSIN FARM BUREAU FEDERATION AND AFFILIATES 2023 401k membership
Total participants, beginning-of-year2023-01-01285
Total number of active participants reported on line 7a of the Form 55002023-01-01229
Number of retired or separated participants receiving benefits2023-01-013
Number of other retired or separated participants entitled to future benefits2023-01-0181
Total of all active and inactive participants2023-01-01313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01313
Number of participants with account balances2023-01-01290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0114
2022: 401(K) PLAN OF WISCONSIN FARM BUREAU FEDERATION AND AFFILIATES 2022 401k membership
Total participants, beginning-of-year2022-01-01278
Total number of active participants reported on line 7a of the Form 55002022-01-01213
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-0168
Total of all active and inactive participants2022-01-01283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01284
Number of participants with account balances2022-01-01272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-016
2021: 401(K) PLAN OF WISCONSIN FARM BUREAU FEDERATION AND AFFILIATES 2021 401k membership
Total participants, beginning-of-year2021-01-01279
Total number of active participants reported on line 7a of the Form 55002021-01-01203
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-0173
Total of all active and inactive participants2021-01-01278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01278
Number of participants with account balances2021-01-01265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0114
2020: 401(K) PLAN OF WISCONSIN FARM BUREAU FEDERATION AND AFFILIATES 2020 401k membership
Total participants, beginning-of-year2020-01-01278
Total number of active participants reported on line 7a of the Form 55002020-01-01216
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-0160
Total of all active and inactive participants2020-01-01278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01278
Number of participants with account balances2020-01-01262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: 401(K) PLAN OF WISCONSIN FARM BUREAU FEDERATION AND AFFILIATES 2019 401k membership
Total participants, beginning-of-year2019-01-01261
Total number of active participants reported on line 7a of the Form 55002019-01-01202
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0164
Total of all active and inactive participants2019-01-01267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01269
Number of participants with account balances2019-01-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-018
2018: 401(K) PLAN OF WISCONSIN FARM BUREAU FEDERATION AND AFFILIATES 2018 401k membership
Total participants, beginning-of-year2018-01-01257
Total number of active participants reported on line 7a of the Form 55002018-01-01203
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0157
Total of all active and inactive participants2018-01-01261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01261
Number of participants with account balances2018-01-01246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-016
2017: 401(K) PLAN OF WISCONSIN FARM BUREAU FEDERATION AND AFFILIATES 2017 401k membership
Total participants, beginning-of-year2017-01-01246
Total number of active participants reported on line 7a of the Form 55002017-01-01199
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0157
Total of all active and inactive participants2017-01-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01257
Number of participants with account balances2017-01-01241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-018
2016: 401(K) PLAN OF WISCONSIN FARM BUREAU FEDERATION AND AFFILIATES 2016 401k membership
Total participants, beginning-of-year2016-01-01249
Total number of active participants reported on line 7a of the Form 55002016-01-01192
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0153
Total of all active and inactive participants2016-01-01246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01246
Number of participants with account balances2016-01-01233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: 401(K) PLAN OF WISCONSIN FARM BUREAU FEDERATION AND AFFILIATES 2015 401k membership
Total participants, beginning-of-year2015-01-01242
Total number of active participants reported on line 7a of the Form 55002015-01-01192
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0156
Total of all active and inactive participants2015-01-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01249
Number of participants with account balances2015-01-01234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0112
2014: 401(K) PLAN OF WISCONSIN FARM BUREAU FEDERATION AND AFFILIATES 2014 401k membership
Total participants, beginning-of-year2014-01-01239
Total number of active participants reported on line 7a of the Form 55002014-01-01190
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0152
Total of all active and inactive participants2014-01-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01242
Number of participants with account balances2014-01-01233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-017
2013: 401(K) PLAN OF WISCONSIN FARM BUREAU FEDERATION AND AFFILIATES 2013 401k membership
Total participants, beginning-of-year2013-01-01236
Total number of active participants reported on line 7a of the Form 55002013-01-01189
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0149
Total of all active and inactive participants2013-01-01238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01239
Number of participants with account balances2013-01-01230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: 401(K) PLAN OF WISCONSIN FARM BUREAU FEDERATION AND AFFILIATES 2012 401k membership
Total participants, beginning-of-year2012-01-01234
Total number of active participants reported on line 7a of the Form 55002012-01-01190
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0145
Total of all active and inactive participants2012-01-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01236
Number of participants with account balances2012-01-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: 401(K) PLAN OF WISCONSIN FARM BUREAU FEDERATION AND AFFILIATES 2011 401k membership
Total participants, beginning-of-year2011-01-01235
Total number of active participants reported on line 7a of the Form 55002011-01-01190
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0143
Total of all active and inactive participants2011-01-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01234
Number of participants with account balances2011-01-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: 401(K) PLAN OF WISCONSIN FARM BUREAU FEDERATION AND AFFILIATES 2010 401k membership
Total participants, beginning-of-year2010-01-01234
Total number of active participants reported on line 7a of the Form 55002010-01-01191
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0142
Total of all active and inactive participants2010-01-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-012
Total participants2010-01-01235
Number of participants with account balances2010-01-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-013
2009: 401(K) PLAN OF WISCONSIN FARM BUREAU FEDERATION AND AFFILIATES 2009 401k membership
Total participants, beginning-of-year2009-01-01240
Total number of active participants reported on line 7a of the Form 55002009-01-01190
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0142
Total of all active and inactive participants2009-01-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01234
Number of participants with account balances2009-01-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on 401(K) PLAN OF WISCONSIN FARM BUREAU FEDERATION AND AFFILIATES

Measure Date Value
2023 : 401(K) PLAN OF WISCONSIN FARM BUREAU FEDERATION AND AFFILIATES 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$94,798
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$55,778
Total income from all sources (including contributions)2023-12-31$8,923,049
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$2,677,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$2,639,685
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$2,720,093
Value of total assets at end of year2023-12-31$35,901,804
Value of total assets at beginning of year2023-12-31$29,617,203
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$37,783
Total interest from all sources2023-12-31$37,900
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$1,009,734
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$1,009,734
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$7,500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,763,415
Participant contributions at end of year2023-12-31$261,862
Participant contributions at beginning of year2023-12-31$252,578
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$175,671
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$94,798
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$55,778
Other income not declared elsewhere2023-12-31$7,831
Total non interest bearing cash at end of year2023-12-31$95,438
Total non interest bearing cash at beginning of year2023-12-31$58,145
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$6,245,581
Value of net assets at end of year (total assets less liabilities)2023-12-31$35,807,006
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$29,561,425
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$33,636,130
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$27,212,499
Interest on participant loans2023-12-31$12,493
Interest earned on other investments2023-12-31$20,361
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$315,031
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$5,046
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$1,581,380
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$1,492,503
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$5,147,491
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$781,007
Employer contributions (assets) at end of year2023-12-31$11,963
Employer contributions (assets) at beginning of year2023-12-31$601,478
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$2,639,685
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2023-12-31410746749
2022 : 401(K) PLAN OF WISCONSIN FARM BUREAU FEDERATION AND AFFILIATES 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$55,778
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-4,480,553
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,383,612
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,331,633
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,550,996
Value of total assets at end of year2022-12-31$29,617,203
Value of total assets at beginning of year2022-12-31$38,425,590
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$51,979
Total interest from all sources2022-12-31$26,307
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$4,542,132
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$4,542,132
Administrative expenses professional fees incurred2022-12-31$51,979
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$7,500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,641,862
Participant contributions at end of year2022-12-31$252,578
Participant contributions at beginning of year2022-12-31$180,499
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$307,656
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$55,778
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$12,445
Total non interest bearing cash at end of year2022-12-31$58,145
Total non interest bearing cash at beginning of year2022-12-31$8,691
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-8,864,165
Value of net assets at end of year (total assets less liabilities)2022-12-31$29,561,425
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$38,425,590
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$27,212,499
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$35,677,127
Interest on participant loans2022-12-31$7,793
Interest earned on other investments2022-12-31$18,514
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,492,503
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,133,557
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-11,612,433
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$601,478
Employer contributions (assets) at end of year2022-12-31$601,478
Employer contributions (assets) at beginning of year2022-12-31$425,716
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,331,633
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : 401(K) PLAN OF WISCONSIN FARM BUREAU FEDERATION AND AFFILIATES 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$9,024
Total income from all sources (including contributions)2021-12-31$7,055,067
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,686,732
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,664,160
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,048,720
Value of total assets at end of year2021-12-31$38,425,590
Value of total assets at beginning of year2021-12-31$33,066,279
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$22,572
Total interest from all sources2021-12-31$35,302
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,546,493
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,546,493
Administrative expenses professional fees incurred2021-12-31$22,572
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$7,500,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,588,594
Participant contributions at end of year2021-12-31$180,499
Participant contributions at beginning of year2021-12-31$146,208
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$45,893
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$33,860
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$863
Other income not declared elsewhere2021-12-31$64
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$9,024
Total non interest bearing cash at end of year2021-12-31$8,691
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$5,368,335
Value of net assets at end of year (total assets less liabilities)2021-12-31$38,425,590
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$33,057,255
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$35,677,127
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$28,981,707
Interest on participant loans2021-12-31$7,160
Interest earned on other investments2021-12-31$28,142
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,133,557
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,454,763
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,424,488
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$426,266
Employer contributions (assets) at end of year2021-12-31$425,716
Employer contributions (assets) at beginning of year2021-12-31$436,845
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,664,160
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31STROHM BALLWEG, LLP
Accountancy firm EIN2021-12-31391969986
2020 : 401(K) PLAN OF WISCONSIN FARM BUREAU FEDERATION AND AFFILIATES 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$9,024
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$7,746
Total income from all sources (including contributions)2020-12-31$7,448,485
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,780,132
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,748,587
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,001,092
Value of total assets at end of year2020-12-31$33,066,279
Value of total assets at beginning of year2020-12-31$28,396,648
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$31,545
Total interest from all sources2020-12-31$52,026
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$384,627
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$384,627
Administrative expenses professional fees incurred2020-12-31$31,545
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$7,500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,551,302
Participant contributions at end of year2020-12-31$146,208
Participant contributions at beginning of year2020-12-31$213,649
Participant contributions at end of year2020-12-31$45,893
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$12,945
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$863
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$30
Other income not declared elsewhere2020-12-31$459
Liabilities. Value of operating payables at end of year2020-12-31$9,024
Liabilities. Value of operating payables at beginning of year2020-12-31$7,746
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$65
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,668,353
Value of net assets at end of year (total assets less liabilities)2020-12-31$33,057,255
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$28,388,902
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$28,981,707
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$25,279,507
Interest on participant loans2020-12-31$6,224
Interest earned on other investments2020-12-31$45,802
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,454,763
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,535,142
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,010,281
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$436,845
Employer contributions (assets) at end of year2020-12-31$436,845
Employer contributions (assets) at beginning of year2020-12-31$368,255
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,748,587
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31STROHM BALLWEG, LLP
Accountancy firm EIN2020-12-31391969986
2019 : 401(K) PLAN OF WISCONSIN FARM BUREAU FEDERATION AND AFFILIATES 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$7,746
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$13,605
Total income from all sources (including contributions)2019-12-31$7,021,541
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,380,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,351,756
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,797,382
Value of total assets at end of year2019-12-31$28,396,648
Value of total assets at beginning of year2019-12-31$22,761,873
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$29,151
Total interest from all sources2019-12-31$52,485
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$429,650
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$429,650
Administrative expenses professional fees incurred2019-12-31$29,151
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,429,017
Participant contributions at end of year2019-12-31$213,649
Participant contributions at beginning of year2019-12-31$191,800
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$110
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$30
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$2,778
Other income not declared elsewhere2019-12-31$566
Liabilities. Value of operating payables at end of year2019-12-31$7,746
Liabilities. Value of operating payables at beginning of year2019-12-31$13,605
Total non interest bearing cash at end of year2019-12-31$65
Total non interest bearing cash at beginning of year2019-12-31$845
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$5,640,634
Value of net assets at end of year (total assets less liabilities)2019-12-31$28,388,902
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$22,748,268
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$25,279,507
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$20,293,722
Interest on participant loans2019-12-31$7,940
Interest earned on other investments2019-12-31$44,545
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$2,007,393
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,535,142
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,716,085
Net investment gain or loss from common/collective trusts2019-12-31$25,373
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$368,255
Employer contributions (assets) at end of year2019-12-31$368,255
Employer contributions (assets) at beginning of year2019-12-31$265,335
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,351,756
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31STROHM BALLWEG, LLP
Accountancy firm EIN2019-12-31391969986
2018 : 401(K) PLAN OF WISCONSIN FARM BUREAU FEDERATION AND AFFILIATES 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$13,605
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$13,947
Total income from all sources (including contributions)2018-12-31$379,499
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,433,857
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,376,314
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,807,764
Value of total assets at end of year2018-12-31$22,761,873
Value of total assets at beginning of year2018-12-31$23,816,573
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$57,543
Total interest from all sources2018-12-31$6,309
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$394,093
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$394,093
Administrative expenses professional fees incurred2018-12-31$57,543
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,343,843
Participant contributions at end of year2018-12-31$191,800
Participant contributions at beginning of year2018-12-31$154,212
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$198,586
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$2,778
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$2,145
Other income not declared elsewhere2018-12-31$765
Liabilities. Value of operating payables at end of year2018-12-31$13,605
Liabilities. Value of operating payables at beginning of year2018-12-31$13,947
Total non interest bearing cash at end of year2018-12-31$845
Total non interest bearing cash at beginning of year2018-12-31$1,180
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,054,358
Value of net assets at end of year (total assets less liabilities)2018-12-31$22,748,268
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$23,802,626
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$20,293,722
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$21,775,624
Interest on participant loans2018-12-31$6,309
Value of interest in common/collective trusts at end of year2018-12-31$2,007,393
Value of interest in common/collective trusts at beginning of year2018-12-31$1,642,549
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,840,487
Net investment gain or loss from common/collective trusts2018-12-31$11,055
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$265,335
Employer contributions (assets) at end of year2018-12-31$265,335
Employer contributions (assets) at beginning of year2018-12-31$240,863
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,376,314
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31STROHM BALLWEG, LLP
Accountancy firm EIN2018-12-31391969986
2017 : 401(K) PLAN OF WISCONSIN FARM BUREAU FEDERATION AND AFFILIATES 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$13,947
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$11,960
Total income from all sources (including contributions)2017-12-31$5,203,020
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,032,888
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$980,107
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,524,753
Value of total assets at end of year2017-12-31$23,816,573
Value of total assets at beginning of year2017-12-31$19,644,454
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$52,781
Total interest from all sources2017-12-31$5,358
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$363,016
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$363,016
Administrative expenses professional fees incurred2017-12-31$52,781
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,254,756
Participant contributions at end of year2017-12-31$154,212
Participant contributions at beginning of year2017-12-31$164,817
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$29,134
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$2,145
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$2,599
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$408
Liabilities. Value of operating payables at end of year2017-12-31$13,947
Liabilities. Value of operating payables at beginning of year2017-12-31$11,960
Total non interest bearing cash at end of year2017-12-31$1,180
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,170,132
Value of net assets at end of year (total assets less liabilities)2017-12-31$23,802,626
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$19,632,494
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$21,775,624
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$17,418,216
Interest on participant loans2017-12-31$5,358
Value of interest in common/collective trusts at end of year2017-12-31$1,642,549
Value of interest in common/collective trusts at beginning of year2017-12-31$1,846,036
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,277,635
Net investment gain or loss from common/collective trusts2017-12-31$31,850
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$240,863
Employer contributions (assets) at end of year2017-12-31$240,863
Employer contributions (assets) at beginning of year2017-12-31$212,786
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$980,107
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31STROHM BALLWEG, LLP
Accountancy firm EIN2017-12-31391969986
2016 : 401(K) PLAN OF WISCONSIN FARM BUREAU FEDERATION AND AFFILIATES 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$11,960
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$11,643
Total income from all sources (including contributions)2016-12-31$2,761,384
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,422,972
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,376,668
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,425,793
Value of total assets at end of year2016-12-31$19,644,454
Value of total assets at beginning of year2016-12-31$18,305,725
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$46,304
Total interest from all sources2016-12-31$5,392
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$315,215
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$315,215
Administrative expenses professional fees incurred2016-12-31$46,304
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,115,122
Participant contributions at end of year2016-12-31$164,817
Participant contributions at beginning of year2016-12-31$185,164
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$97,885
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$2,599
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$3,902
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Liabilities. Value of operating payables at end of year2016-12-31$11,960
Liabilities. Value of operating payables at beginning of year2016-12-31$11,643
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,338,412
Value of net assets at end of year (total assets less liabilities)2016-12-31$19,632,494
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$18,294,082
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$17,418,216
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$16,332,385
Interest on participant loans2016-12-31$5,392
Value of interest in common/collective trusts at end of year2016-12-31$1,846,036
Value of interest in common/collective trusts at beginning of year2016-12-31$1,580,647
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$982,923
Net investment gain or loss from common/collective trusts2016-12-31$32,061
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$212,786
Employer contributions (assets) at end of year2016-12-31$212,786
Employer contributions (assets) at beginning of year2016-12-31$203,627
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,376,668
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31STROHM BALLWEG, LLP
Accountancy firm EIN2016-12-31391969986
2015 : 401(K) PLAN OF WISCONSIN FARM BUREAU FEDERATION AND AFFILIATES 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$11,643
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$11,220
Total income from all sources (including contributions)2015-12-31$1,349,860
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,304,379
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,259,671
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,335,240
Value of total assets at end of year2015-12-31$18,305,725
Value of total assets at beginning of year2015-12-31$18,259,821
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$44,708
Total interest from all sources2015-12-31$3,696
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$270,224
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$270,224
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31Yes
Amount of non-exempt transactions with any party-in-interest2015-12-31$1,661
Contributions received from participants2015-12-31$1,066,177
Participant contributions at end of year2015-12-31$185,164
Participant contributions at beginning of year2015-12-31$97,794
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$65,436
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$3,902
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$4,618
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$11,643
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$11,220
Other income not declared elsewhere2015-12-31$1,731
Administrative expenses (other) incurred2015-12-31$44,708
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$396
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$45,481
Value of net assets at end of year (total assets less liabilities)2015-12-31$18,294,082
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$18,248,601
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$16,332,385
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$15,926,961
Interest on participant loans2015-12-31$3,696
Value of interest in common/collective trusts at end of year2015-12-31$1,580,647
Value of interest in common/collective trusts at beginning of year2015-12-31$2,029,997
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-290,481
Net investment gain or loss from common/collective trusts2015-12-31$29,450
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$203,627
Employer contributions (assets) at end of year2015-12-31$203,627
Employer contributions (assets) at beginning of year2015-12-31$200,055
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,259,671
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31STROHM BALLWEG, LLP
Accountancy firm EIN2015-12-31391969986
2014 : 401(K) PLAN OF WISCONSIN FARM BUREAU FEDERATION AND AFFILIATES 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$11,220
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$14,020
Total income from all sources (including contributions)2014-12-31$2,597,725
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,382,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,332,429
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,428,945
Value of total assets at end of year2014-12-31$18,259,821
Value of total assets at beginning of year2014-12-31$17,047,089
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$49,764
Total interest from all sources2014-12-31$3,264
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$258,102
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$258,102
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31Yes
Amount of non-exempt transactions with any party-in-interest2014-12-31$1,661
Contributions received from participants2014-12-31$1,044,636
Participant contributions at end of year2014-12-31$97,794
Participant contributions at beginning of year2014-12-31$98,653
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$184,254
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$4,618
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$3,394
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$11,220
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$14,020
Administrative expenses (other) incurred2014-12-31$49,764
Total non interest bearing cash at end of year2014-12-31$396
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,215,532
Value of net assets at end of year (total assets less liabilities)2014-12-31$18,248,601
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$17,033,069
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$15,926,961
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$10,528,827
Interest on participant loans2014-12-31$3,264
Value of interest in common/collective trusts at end of year2014-12-31$2,029,997
Value of interest in common/collective trusts at beginning of year2014-12-31$6,230,172
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$863,298
Net investment gain/loss from pooled separate accounts2014-12-31$44,116
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$200,055
Employer contributions (assets) at end of year2014-12-31$200,055
Employer contributions (assets) at beginning of year2014-12-31$186,043
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,332,429
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31STROHM BALLWEG, LLP
Accountancy firm EIN2014-12-31391969986
2013 : 401(K) PLAN OF WISCONSIN FARM BUREAU FEDERATION AND AFFILIATES 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$14,020
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$20,260
Total income from all sources (including contributions)2013-12-31$4,098,044
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$804,002
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$682,973
Expenses. Certain deemed distributions of participant loans2013-12-31$39,381
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,220,783
Value of total assets at end of year2013-12-31$17,047,089
Value of total assets at beginning of year2013-12-31$13,759,287
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$81,648
Total interest from all sources2013-12-31$4,260
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$145,668
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$145,668
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,032,950
Participant contributions at end of year2013-12-31$98,653
Participant contributions at beginning of year2013-12-31$86,650
Participant contributions at beginning of year2013-12-31$1,222
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,790
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$3,394
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$4,972
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$14,020
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$20,260
Other income not declared elsewhere2013-12-31$81
Administrative expenses (other) incurred2013-12-31$81,648
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,294,042
Value of net assets at end of year (total assets less liabilities)2013-12-31$17,033,069
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$13,739,027
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$10,528,827
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$8,196,008
Interest on participant loans2013-12-31$4,260
Value of interest in common/collective trusts at end of year2013-12-31$6,230,172
Value of interest in common/collective trusts at beginning of year2013-12-31$5,302,798
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,049,868
Net investment gain or loss from common/collective trusts2013-12-31$677,384
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$186,043
Employer contributions (assets) at end of year2013-12-31$186,043
Employer contributions (assets) at beginning of year2013-12-31$167,637
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$682,973
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31STROHM BALLWEG, LLP
Accountancy firm EIN2013-12-31391969986
2012 : 401(K) PLAN OF WISCONSIN FARM BUREAU FEDERATION AND AFFILIATES 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$20,260
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$16,999
Total income from all sources (including contributions)2012-12-31$2,803,055
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$605,484
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$527,227
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,211,855
Value of total assets at end of year2012-12-31$13,759,287
Value of total assets at beginning of year2012-12-31$11,558,455
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$78,257
Total interest from all sources2012-12-31$2,368
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$144,238
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$144,238
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$998,841
Participant contributions at end of year2012-12-31$86,650
Participant contributions at beginning of year2012-12-31$68,320
Participant contributions at end of year2012-12-31$1,222
Participant contributions at beginning of year2012-12-31$31,379
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$45,377
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$4,972
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$3,981
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$20,260
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$16,999
Other income not declared elsewhere2012-12-31$70
Administrative expenses (other) incurred2012-12-31$78,257
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,197,571
Value of net assets at end of year (total assets less liabilities)2012-12-31$13,739,027
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$11,541,456
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$8,196,008
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,423,329
Interest on participant loans2012-12-31$2,368
Value of interest in common/collective trusts at end of year2012-12-31$5,302,798
Value of interest in common/collective trusts at beginning of year2012-12-31$4,873,037
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$949,279
Net investment gain or loss from common/collective trusts2012-12-31$495,245
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$167,637
Employer contributions (assets) at end of year2012-12-31$167,637
Employer contributions (assets) at beginning of year2012-12-31$158,409
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$527,227
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31STROHM BALLWEG, LLP
Accountancy firm EIN2012-12-31391969986
2011 : 401(K) PLAN OF WISCONSIN FARM BUREAU FEDERATION AND AFFILIATES 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$16,999
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$16,260
Total income from all sources (including contributions)2011-12-31$982,276
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$504,412
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$436,649
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,146,076
Value of total assets at end of year2011-12-31$11,558,455
Value of total assets at beginning of year2011-12-31$11,079,852
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$67,763
Total interest from all sources2011-12-31$2,421
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$110,299
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$110,299
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$963,177
Participant contributions at end of year2011-12-31$68,320
Participant contributions at beginning of year2011-12-31$79,362
Participant contributions at end of year2011-12-31$31,379
Participant contributions at beginning of year2011-12-31$32,030
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$24,490
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$3,981
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$3,249
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$16,999
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$16,260
Administrative expenses (other) incurred2011-12-31$67,763
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$477,864
Value of net assets at end of year (total assets less liabilities)2011-12-31$11,541,456
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$11,063,592
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$6,423,329
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,187,798
Interest on participant loans2011-12-31$2,421
Value of interest in common/collective trusts at end of year2011-12-31$4,873,037
Value of interest in common/collective trusts at beginning of year2011-12-31$4,631,540
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-296,704
Net investment gain or loss from common/collective trusts2011-12-31$20,184
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$158,409
Employer contributions (assets) at end of year2011-12-31$158,409
Employer contributions (assets) at beginning of year2011-12-31$145,873
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$436,649
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31STROHM BALLWEG, LLP
Accountancy firm EIN2011-12-31391969986
2010 : 401(K) PLAN OF WISCONSIN FARM BUREAU FEDERATION AND AFFILIATES 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$16,260
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$10,100
Total income from all sources (including contributions)2010-12-31$2,564,421
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$145,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$80,047
Value of total corrective distributions2010-12-31$2,670
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,254,287
Value of total assets at end of year2010-12-31$11,079,852
Value of total assets at beginning of year2010-12-31$8,654,346
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$62,358
Total interest from all sources2010-12-31$2,414
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$84,195
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$84,195
Administrative expenses professional fees incurred2010-12-31$700
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$951,734
Participant contributions at end of year2010-12-31$79,362
Participant contributions at beginning of year2010-12-31$58,291
Participant contributions at end of year2010-12-31$32,030
Participant contributions at beginning of year2010-12-31$32,761
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$156,680
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$3,249
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$3,417
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$16,260
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$10,100
Administrative expenses (other) incurred2010-12-31$61,658
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,419,346
Value of net assets at end of year (total assets less liabilities)2010-12-31$11,063,592
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,644,246
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$6,187,798
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,620,979
Interest on participant loans2010-12-31$2,414
Value of interest in common/collective trusts at end of year2010-12-31$4,631,540
Value of interest in common/collective trusts at beginning of year2010-12-31$3,797,263
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$740,505
Net investment gain or loss from common/collective trusts2010-12-31$483,020
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$145,873
Employer contributions (assets) at end of year2010-12-31$145,873
Employer contributions (assets) at beginning of year2010-12-31$141,635
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$80,047
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31STROHM BALLWEG, LLP
Accountancy firm EIN2010-12-31391969986
2009 : 401(K) PLAN OF WISCONSIN FARM BUREAU FEDERATION AND AFFILIATES 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for 401(K) PLAN OF WISCONSIN FARM BUREAU FEDERATION AND AFFILIATES

2023: 401(K) PLAN OF WISCONSIN FARM BUREAU FEDERATION AND AFFILIATES 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: 401(K) PLAN OF WISCONSIN FARM BUREAU FEDERATION AND AFFILIATES 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: 401(K) PLAN OF WISCONSIN FARM BUREAU FEDERATION AND AFFILIATES 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: 401(K) PLAN OF WISCONSIN FARM BUREAU FEDERATION AND AFFILIATES 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: 401(K) PLAN OF WISCONSIN FARM BUREAU FEDERATION AND AFFILIATES 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: 401(K) PLAN OF WISCONSIN FARM BUREAU FEDERATION AND AFFILIATES 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: 401(K) PLAN OF WISCONSIN FARM BUREAU FEDERATION AND AFFILIATES 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: 401(K) PLAN OF WISCONSIN FARM BUREAU FEDERATION AND AFFILIATES 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: 401(K) PLAN OF WISCONSIN FARM BUREAU FEDERATION AND AFFILIATES 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: 401(K) PLAN OF WISCONSIN FARM BUREAU FEDERATION AND AFFILIATES 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: 401(K) PLAN OF WISCONSIN FARM BUREAU FEDERATION AND AFFILIATES 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: 401(K) PLAN OF WISCONSIN FARM BUREAU FEDERATION AND AFFILIATES 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: 401(K) PLAN OF WISCONSIN FARM BUREAU FEDERATION AND AFFILIATES 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: 401(K) PLAN OF WISCONSIN FARM BUREAU FEDERATION AND AFFILIATES 2010 form 5500 responses
2010-01-01Type of plan entityMulitple employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: 401(K) PLAN OF WISCONSIN FARM BUREAU FEDERATION AND AFFILIATES 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberR00180
Policy instance 1
Insurance contract or identification numberR00180
Number of Individuals Covered24
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberR00180
Policy instance 1
Insurance contract or identification numberR00180
Number of Individuals Covered29
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberR00180
Policy instance 1
Insurance contract or identification numberR00180
Number of Individuals Covered35
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberR00180
Policy instance 1
Insurance contract or identification numberR00180
Number of Individuals Covered32
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberR00180
Policy instance 1
Insurance contract or identification numberR00180
Number of Individuals Covered37
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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