RURAL MUTUAL INSURANCE COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PENSION PLAN OF WISCONSIN FARM BUREAU FEDERATION & AFFILIATES
401k plan membership statisitcs for PENSION PLAN OF WISCONSIN FARM BUREAU FEDERATION & AFFILIATES
| Measure | Date | Value |
|---|
| 2022: PENSION PLAN OF WISCONSIN FARM BUREAU FEDERATION & AFFILIATES 2022 401k membership |
|---|
| Market value of plan assets | 2022-12-31 | 81,780,315 |
| Acturial value of plan assets | 2022-12-31 | 80,724,539 |
| Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 36,221,071 |
| Number of terminated vested participants | 2022-12-31 | 57 |
| Fundng target for terminated vested participants | 2022-12-31 | 5,718,421 |
| Active participant vested funding target | 2022-12-31 | 16,056,639 |
| Number of active participants | 2022-12-31 | 78 |
| Total funding liabilities for active participants | 2022-12-31 | 16,270,708 |
| Total participant count | 2022-12-31 | 390 |
| Total funding target for all participants | 2022-12-31 | 58,210,200 |
| Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 20,275,170 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 1,290,885 |
| Amount remaining of carryover balance | 2022-12-31 | 0 |
| Amount remaining of prefunding balance | 2022-12-31 | 18,984,285 |
| Present value of excess contributions | 2022-12-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2022-12-31 | 19,143,753 |
| Total employer contributions | 2022-12-31 | 1,816,000 |
| Total employee contributions | 2022-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 1,663,009 |
| Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2022-12-31 | 1,266,653 |
| Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
| Waiver amortization installment | 2022-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 0 |
| Carryover balance elected to use to offset funding requirement | 2022-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 0 |
| Additional cash requirement | 2022-12-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 1,663,009 |
| Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
| Total participants, beginning-of-year | 2022-01-01 | 397 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 74 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 73 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 61 |
| Total of all active and inactive participants | 2022-01-01 | 208 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 2 |
| Total participants | 2022-01-01 | 210 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: PENSION PLAN OF WISCONSIN FARM BUREAU FEDERATION & AFFILIATES 2021 401k membership |
|---|
| Market value of plan assets | 2021-12-31 | 84,728,045 |
| Acturial value of plan assets | 2021-12-31 | 76,715,906 |
| Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 35,832,954 |
| Number of terminated vested participants | 2021-12-31 | 54 |
| Fundng target for terminated vested participants | 2021-12-31 | 4,263,501 |
| Active participant vested funding target | 2021-12-31 | 16,097,227 |
| Number of active participants | 2021-12-31 | 84 |
| Total funding liabilities for active participants | 2021-12-31 | 16,344,281 |
| Total participant count | 2021-12-31 | 397 |
| Total funding target for all participants | 2021-12-31 | 56,440,736 |
| Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 21,300,728 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 1,934,716 |
| Amount remaining of carryover balance | 2021-12-31 | 0 |
| Amount remaining of prefunding balance | 2021-12-31 | 19,366,012 |
| Present value of excess contributions | 2021-12-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 1,738,176 |
| Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2021-12-31 | 20,275,170 |
| Total employer contributions | 2021-12-31 | 0 |
| Total employee contributions | 2021-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 0 |
| Liquidity shortfalls end of Q1 | 2021-12-31 | 0 |
| Liquidity shortfalls end of Q2 | 2021-12-31 | 0 |
| Liquidity shortfalls end of Q3 | 2021-12-31 | 0 |
| Liquidity shortfalls end of Q4 | 2021-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2021-12-31 | 1,290,885 |
| Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
| Waiver amortization installment | 2021-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 1,290,885 |
| Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 1,290,885 |
| Additional cash requirement | 2021-12-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 0 |
| Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
| Total participants, beginning-of-year | 2021-01-01 | 400 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 83 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 255 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 57 |
| Total of all active and inactive participants | 2021-01-01 | 395 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 2 |
| Total participants | 2021-01-01 | 397 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: PENSION PLAN OF WISCONSIN FARM BUREAU FEDERATION & AFFILIATES 2020 401k membership |
|---|
| Market value of plan assets | 2020-12-31 | 77,797,759 |
| Acturial value of plan assets | 2020-12-31 | 73,692,296 |
| Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 35,134,698 |
| Number of terminated vested participants | 2020-12-31 | 59 |
| Fundng target for terminated vested participants | 2020-12-31 | 5,044,051 |
| Active participant vested funding target | 2020-12-31 | 16,114,722 |
| Number of active participants | 2020-12-31 | 89 |
| Total funding liabilities for active participants | 2020-12-31 | 16,353,993 |
| Total participant count | 2020-12-31 | 400 |
| Total funding target for all participants | 2020-12-31 | 56,532,742 |
| Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 19,580,314 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 1,765,872 |
| Amount remaining of carryover balance | 2020-12-31 | 0 |
| Amount remaining of prefunding balance | 2020-12-31 | 17,814,442 |
| Present value of excess contributions | 2020-12-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2020-12-31 | 21,300,728 |
| Total employer contributions | 2020-12-31 | 0 |
| Total employee contributions | 2020-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 0 |
| Liquidity shortfalls end of Q1 | 2020-12-31 | 0 |
| Liquidity shortfalls end of Q2 | 2020-12-31 | 0 |
| Liquidity shortfalls end of Q3 | 2020-12-31 | 0 |
| Liquidity shortfalls end of Q4 | 2020-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2020-12-31 | 1,139,576 |
| Net shortfall amortization installment of oustanding balance | 2020-12-31 | 4,141,174 |
| Waiver amortization installment | 2020-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 1,934,716 |
| Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 1,934,716 |
| Additional cash requirement | 2020-12-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 0 |
| Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
| Total participants, beginning-of-year | 2020-01-01 | 402 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 85 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 255 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 57 |
| Total of all active and inactive participants | 2020-01-01 | 397 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 3 |
| Total participants | 2020-01-01 | 400 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: PENSION PLAN OF WISCONSIN FARM BUREAU FEDERATION & AFFILIATES 2019 401k membership |
|---|
| Market value of plan assets | 2019-12-31 | 68,121,491 |
| Acturial value of plan assets | 2019-12-31 | 71,238,685 |
| Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 34,718,370 |
| Number of terminated vested participants | 2019-12-31 | 57 |
| Fundng target for terminated vested participants | 2019-12-31 | 3,872,819 |
| Active participant vested funding target | 2019-12-31 | 16,008,039 |
| Number of active participants | 2019-12-31 | 96 |
| Total funding liabilities for active participants | 2019-12-31 | 16,282,282 |
| Total participant count | 2019-12-31 | 404 |
| Total funding target for all participants | 2019-12-31 | 54,873,471 |
| Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 22,387,283 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 1,897,210 |
| Amount remaining of carryover balance | 2019-12-31 | 0 |
| Amount remaining of prefunding balance | 2019-12-31 | 20,490,073 |
| Present value of excess contributions | 2019-12-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2019-12-31 | 19,580,314 |
| Total employer contributions | 2019-12-31 | 0 |
| Total employee contributions | 2019-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 0 |
| Liquidity shortfalls end of Q1 | 2019-12-31 | 0 |
| Liquidity shortfalls end of Q2 | 2019-12-31 | 0 |
| Liquidity shortfalls end of Q3 | 2019-12-31 | 0 |
| Liquidity shortfalls end of Q4 | 2019-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2019-12-31 | 1,193,041 |
| Net shortfall amortization installment of oustanding balance | 2019-12-31 | 3,215,100 |
| Waiver amortization installment | 2019-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 1,765,872 |
| Carryover balance elected to use to offset funding requirement | 2019-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 1,765,872 |
| Additional cash requirement | 2019-12-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 0 |
| Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
| Total participants, beginning-of-year | 2019-01-01 | 408 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 89 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 253 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 58 |
| Total of all active and inactive participants | 2019-01-01 | 400 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 2 |
| Total participants | 2019-01-01 | 402 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: PENSION PLAN OF WISCONSIN FARM BUREAU FEDERATION & AFFILIATES 2018 401k membership |
|---|
| Market value of plan assets | 2018-12-31 | 74,622,354 |
| Acturial value of plan assets | 2018-12-31 | 70,595,814 |
| Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 32,821,769 |
| Number of terminated vested participants | 2018-12-31 | 66 |
| Fundng target for terminated vested participants | 2018-12-31 | 5,030,357 |
| Active participant vested funding target | 2018-12-31 | 14,773,419 |
| Number of active participants | 2018-12-31 | 102 |
| Total funding liabilities for active participants | 2018-12-31 | 15,053,560 |
| Total participant count | 2018-12-31 | 408 |
| Total funding target for all participants | 2018-12-31 | 52,905,686 |
| Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 15,903,497 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 701,928 |
| Amount remaining of carryover balance | 2018-12-31 | 0 |
| Amount remaining of prefunding balance | 2018-12-31 | 15,201,569 |
| Present value of excess contributions | 2018-12-31 | 5,173,026 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 5,527,967 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 5,173,026 |
| Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2018-12-31 | 22,387,283 |
| Total employer contributions | 2018-12-31 | 0 |
| Total employee contributions | 2018-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 0 |
| Liquidity shortfalls end of Q1 | 2018-12-31 | 0 |
| Liquidity shortfalls end of Q2 | 2018-12-31 | 0 |
| Liquidity shortfalls end of Q3 | 2018-12-31 | 0 |
| Liquidity shortfalls end of Q4 | 2018-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2018-12-31 | 1,164,435 |
| Net shortfall amortization installment of oustanding balance | 2018-12-31 | 4,697,155 |
| Waiver amortization installment | 2018-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 1,897,210 |
| Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 1,897,210 |
| Additional cash requirement | 2018-12-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 0 |
| Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
| Total participants, beginning-of-year | 2018-01-01 | 408 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 96 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 252 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 58 |
| Total of all active and inactive participants | 2018-01-01 | 406 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 2 |
| Total participants | 2018-01-01 | 408 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: PENSION PLAN OF WISCONSIN FARM BUREAU FEDERATION & AFFILIATES 2017 401k membership |
|---|
| Market value of plan assets | 2017-12-31 | 62,743,564 |
| Acturial value of plan assets | 2017-12-31 | 63,259,320 |
| Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 31,603,701 |
| Number of terminated vested participants | 2017-12-31 | 64 |
| Fundng target for terminated vested participants | 2017-12-31 | 3,120,118 |
| Active participant vested funding target | 2017-12-31 | 14,428,564 |
| Number of active participants | 2017-12-31 | 111 |
| Total funding liabilities for active participants | 2017-12-31 | 14,736,959 |
| Total participant count | 2017-12-31 | 413 |
| Total funding target for all participants | 2017-12-31 | 49,460,778 |
| Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 15,975,047 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 1,493,626 |
| Amount remaining of carryover balance | 2017-12-31 | 0 |
| Amount remaining of prefunding balance | 2017-12-31 | 14,481,421 |
| Present value of excess contributions | 2017-12-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2017-12-31 | 15,903,497 |
| Total employer contributions | 2017-12-31 | 6,800,000 |
| Total employee contributions | 2017-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 6,462,721 |
| Liquidity shortfalls end of Q1 | 2017-12-31 | 0 |
| Liquidity shortfalls end of Q2 | 2017-12-31 | 0 |
| Liquidity shortfalls end of Q3 | 2017-12-31 | 0 |
| Liquidity shortfalls end of Q4 | 2017-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2017-12-31 | 1,117,081 |
| Net shortfall amortization installment of oustanding balance | 2017-12-31 | 2,104,955 |
| Waiver amortization installment | 2017-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 1,991,623 |
| Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 701,928 |
| Additional cash requirement | 2017-12-31 | 1,289,695 |
| Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 6,462,721 |
| Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
| Total participants, beginning-of-year | 2017-01-01 | 414 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 102 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 241 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 65 |
| Total of all active and inactive participants | 2017-01-01 | 408 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 2 |
| Total participants | 2017-01-01 | 410 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: PENSION PLAN OF WISCONSIN FARM BUREAU FEDERATION & AFFILIATES 2016 401k membership |
|---|
| Market value of plan assets | 2016-12-31 | 58,331,789 |
| Acturial value of plan assets | 2016-12-31 | 61,548,976 |
| Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 31,173,913 |
| Number of terminated vested participants | 2016-12-31 | 64 |
| Fundng target for terminated vested participants | 2016-12-31 | 2,894,233 |
| Active participant vested funding target | 2016-12-31 | 13,343,152 |
| Number of active participants | 2016-12-31 | 118 |
| Total funding liabilities for active participants | 2016-12-31 | 13,672,963 |
| Total participant count | 2016-12-31 | 417 |
| Total funding target for all participants | 2016-12-31 | 47,741,109 |
| Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 1,088,202 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 17,072,912 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 1,088,202 |
| Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 241,127 |
| Amount remaining of carryover balance | 2016-12-31 | 0 |
| Amount remaining of prefunding balance | 2016-12-31 | 16,831,785 |
| Present value of excess contributions | 2016-12-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2016-12-31 | 15,975,047 |
| Total employer contributions | 2016-12-31 | 1,800,000 |
| Total employee contributions | 2016-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 1,733,683 |
| Liquidity shortfalls end of Q1 | 2016-12-31 | 0 |
| Liquidity shortfalls end of Q2 | 2016-12-31 | 0 |
| Liquidity shortfalls end of Q3 | 2016-12-31 | 0 |
| Liquidity shortfalls end of Q4 | 2016-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2016-12-31 | 1,090,000 |
| Net shortfall amortization installment of oustanding balance | 2016-12-31 | 2,167,180 |
| Waiver amortization installment | 2016-12-31 | 0 |
| Waived amount of outstanding balance | 2016-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 3,227,309 |
| Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 1,493,626 |
| Additional cash requirement | 2016-12-31 | 1,733,683 |
| Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 1,733,683 |
| Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
| Total participants, beginning-of-year | 2016-01-01 | 416 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 110 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 236 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 66 |
| Total of all active and inactive participants | 2016-01-01 | 412 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 2 |
| Total participants | 2016-01-01 | 414 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: PENSION PLAN OF WISCONSIN FARM BUREAU FEDERATION & AFFILIATES 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 421 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 118 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 232 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 64 |
| Total of all active and inactive participants | 2015-01-01 | 414 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 2 |
| Total participants | 2015-01-01 | 416 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: PENSION PLAN OF WISCONSIN FARM BUREAU FEDERATION & AFFILIATES 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 565 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 126 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 230 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 65 |
| Total of all active and inactive participants | 2014-01-01 | 421 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 421 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: PENSION PLAN OF WISCONSIN FARM BUREAU FEDERATION & AFFILIATES 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 572 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 139 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 212 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 198 |
| Total of all active and inactive participants | 2013-01-01 | 549 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 16 |
| Total participants | 2013-01-01 | 565 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: PENSION PLAN OF WISCONSIN FARM BUREAU FEDERATION & AFFILIATES 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 581 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 149 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 188 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 234 |
| Total of all active and inactive participants | 2012-01-01 | 571 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 8 |
| Total participants | 2012-01-01 | 579 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 2 |
| Measure | Date | Value |
|---|
| 2022 : PENSION PLAN OF WISCONSIN FARM BUREAU FEDERATION & AFFILIATES 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-20,584,827 |
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-20,584,827 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $46,119 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $67,768 |
| Total income from all sources (including contributions) | 2022-12-31 | $-17,945,461 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $15,205,624 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $14,790,187 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,816,000 |
| Value of total assets at end of year | 2022-12-31 | $48,607,581 |
| Value of total assets at beginning of year | 2022-12-31 | $81,780,315 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $415,437 |
| Total interest from all sources | 2022-12-31 | $23,366 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $10,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $5,461 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $19 |
| Administrative expenses (other) incurred | 2022-12-31 | $257,169 |
| Liabilities. Value of operating payables at end of year | 2022-12-31 | $46,119 |
| Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $67,768 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-33,151,085 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $48,561,462 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $81,712,547 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Investment advisory and management fees | 2022-12-31 | $158,268 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $45,086,220 |
| Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $80,831,489 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $1,699,900 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $948,807 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $948,807 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $23,366 |
| Net investment gain or loss from common/collective trusts | 2022-12-31 | $800,000 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $1,816,000 |
| Employer contributions (assets) at end of year | 2022-12-31 | $1,816,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $14,790,187 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | CLIFTONLARSONALLEN LLP |
| Accountancy firm EIN | 2022-12-31 | 410746749 |
| 2021 : PENSION PLAN OF WISCONSIN FARM BUREAU FEDERATION & AFFILIATES 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $1,071,735 |
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $1,071,735 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $67,768 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $97,475 |
| Total income from all sources (including contributions) | 2021-12-31 | $1,072,096 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $3,775,725 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $3,395,848 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $0 |
| Value of total assets at end of year | 2021-12-31 | $81,780,315 |
| Value of total assets at beginning of year | 2021-12-31 | $84,513,651 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $379,877 |
| Total interest from all sources | 2021-12-31 | $361 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $10,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $19 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $5 |
| Administrative expenses (other) incurred | 2021-12-31 | $141,868 |
| Liabilities. Value of operating payables at end of year | 2021-12-31 | $67,768 |
| Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $97,475 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $-2,703,629 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $81,712,547 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $84,416,176 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Investment advisory and management fees | 2021-12-31 | $238,009 |
| Value of interest in common/collective trusts at end of year | 2021-12-31 | $80,831,489 |
| Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $83,595,776 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $948,807 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $917,870 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $917,870 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $361 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $3,395,848 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Disclaimer |
| Accountancy firm name | 2021-12-31 | STROHM BALLWEG LLP |
| Accountancy firm EIN | 2021-12-31 | 391969986 |
| 2020 : PENSION PLAN OF WISCONSIN FARM BUREAU FEDERATION & AFFILIATES 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $10,402,435 |
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $10,402,435 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $97,475 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $76,695 |
| Total income from all sources (including contributions) | 2020-12-31 | $10,405,241 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $3,710,129 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $3,318,238 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $0 |
| Value of total assets at end of year | 2020-12-31 | $84,513,651 |
| Value of total assets at beginning of year | 2020-12-31 | $77,797,759 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $391,891 |
| Total interest from all sources | 2020-12-31 | $2,806 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $7,500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $5 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $658 |
| Administrative expenses (other) incurred | 2020-12-31 | $151,725 |
| Liabilities. Value of operating payables at end of year | 2020-12-31 | $97,475 |
| Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $76,695 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $6,695,112 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $84,416,176 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $77,721,064 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Investment advisory and management fees | 2020-12-31 | $240,166 |
| Value of interest in common/collective trusts at end of year | 2020-12-31 | $83,595,776 |
| Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $76,890,341 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $917,870 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $906,760 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $906,760 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $2,806 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $3,318,238 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | STROHM BALLWEG LLP |
| Accountancy firm EIN | 2020-12-31 | 391969986 |
| 2019 : PENSION PLAN OF WISCONSIN FARM BUREAU FEDERATION & AFFILIATES 2019 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $13,191,002 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $13,191,002 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $76,695 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $50,445 |
| Total income from all sources (including contributions) | 2019-12-31 | $13,204,906 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $3,554,888 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $3,216,171 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $0 |
| Value of total assets at end of year | 2019-12-31 | $77,797,759 |
| Value of total assets at beginning of year | 2019-12-31 | $68,121,491 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $338,717 |
| Total interest from all sources | 2019-12-31 | $13,904 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $7,500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $658 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $2,125 |
| Administrative expenses (other) incurred | 2019-12-31 | $126,123 |
| Liabilities. Value of operating payables at end of year | 2019-12-31 | $76,695 |
| Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $50,445 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $9,650,018 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $77,721,064 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $68,071,046 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Investment advisory and management fees | 2019-12-31 | $212,594 |
| Value of interest in common/collective trusts at end of year | 2019-12-31 | $76,890,341 |
| Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $66,664,338 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $906,760 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $1,455,028 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $1,455,028 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $13,904 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $3,216,171 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | STROHM BALLWEG LLP |
| Accountancy firm EIN | 2019-12-31 | 391969986 |
| 2018 : PENSION PLAN OF WISCONSIN FARM BUREAU FEDERATION & AFFILIATES 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-3,264,714 |
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-3,264,714 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $50,445 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $57,194 |
| Total income from all sources (including contributions) | 2018-12-31 | $-3,251,957 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $3,242,157 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $3,119,734 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $0 |
| Value of total assets at end of year | 2018-12-31 | $68,121,491 |
| Value of total assets at beginning of year | 2018-12-31 | $74,622,354 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $122,423 |
| Total interest from all sources | 2018-12-31 | $12,757 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $5,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $2,125 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $1,272 |
| Administrative expenses (other) incurred | 2018-12-31 | $122,423 |
| Liabilities. Value of operating payables at end of year | 2018-12-31 | $50,445 |
| Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $57,194 |
| Total non interest bearing cash at beginning of year | 2018-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-6,494,114 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $68,071,046 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $74,565,160 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Value of interest in common/collective trusts at end of year | 2018-12-31 | $66,664,338 |
| Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $68,520,829 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $1,455,028 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $6,100,253 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $6,100,253 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $12,757 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $3,119,734 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | STROHM BALLWEG LLP |
| Accountancy firm EIN | 2018-12-31 | 391969986 |
| 2017 : PENSION PLAN OF WISCONSIN FARM BUREAU FEDERATION & AFFILIATES 2017 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $8,162,587 |
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $8,162,587 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $57,194 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $61,788 |
| Total income from all sources (including contributions) | 2017-12-31 | $14,969,203 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $3,086,396 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $2,972,562 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $6,800,000 |
| Value of total assets at end of year | 2017-12-31 | $74,622,354 |
| Value of total assets at beginning of year | 2017-12-31 | $62,744,141 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $113,834 |
| Total interest from all sources | 2017-12-31 | $6,616 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $5,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $1,272 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $136 |
| Administrative expenses (other) incurred | 2017-12-31 | $113,834 |
| Liabilities. Value of operating payables at end of year | 2017-12-31 | $57,194 |
| Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $61,788 |
| Total non interest bearing cash at end of year | 2017-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2017-12-31 | $450,000 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $11,882,807 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $74,565,160 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $62,682,353 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Value of interest in common/collective trusts at end of year | 2017-12-31 | $68,520,829 |
| Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $61,381,144 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $6,100,253 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $912,861 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $912,861 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $6,616 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $6,800,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $2,972,562 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | STROHM BALLWEG LLP |
| Accountancy firm EIN | 2017-12-31 | 391969986 |
| 2016 : PENSION PLAN OF WISCONSIN FARM BUREAU FEDERATION & AFFILIATES 2016 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $5,659,698 |
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $5,659,698 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $61,788 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $47,743 |
| Total income from all sources (including contributions) | 2016-12-31 | $7,461,745 |
| Total loss/gain on sale of assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $3,064,334 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $2,944,474 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,800,000 |
| Value of total assets at end of year | 2016-12-31 | $62,744,141 |
| Value of total assets at beginning of year | 2016-12-31 | $58,332,685 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $119,860 |
| Total income from rents | 2016-12-31 | $0 |
| Total interest from all sources | 2016-12-31 | $2,047 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $5,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $136 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $80 |
| Administrative expenses (other) incurred | 2016-12-31 | $119,860 |
| Liabilities. Value of operating payables at end of year | 2016-12-31 | $61,788 |
| Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $47,743 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $4,397,411 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $62,682,353 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $58,284,942 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Investment advisory and management fees | 2016-12-31 | $0 |
| Value of interest in common/collective trusts at end of year | 2016-12-31 | $61,381,144 |
| Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $56,938,138 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $912,861 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $944,467 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $944,467 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $2,047 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $1,800,000 |
| Employer contributions (assets) at end of year | 2016-12-31 | $450,000 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $450,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $2,944,474 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | STROHM BALLWEG LLP |
| Accountancy firm EIN | 2016-12-31 | 391969986 |
| 2015 : PENSION PLAN OF WISCONSIN FARM BUREAU FEDERATION & AFFILIATES 2015 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-2,970,713 |
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-2,970,713 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $47,743 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $89,166 |
| Total income from all sources (including contributions) | 2015-12-31 | $-1,170,418 |
| Total loss/gain on sale of assets | 2015-12-31 | $0 |
| Total of all expenses incurred | 2015-12-31 | $3,067,773 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $2,769,764 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,800,060 |
| Value of total assets at end of year | 2015-12-31 | $58,332,685 |
| Value of total assets at beginning of year | 2015-12-31 | $62,612,299 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $298,009 |
| Total interest from all sources | 2015-12-31 | $235 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $5,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $60 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $80 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $41 |
| Administrative expenses (other) incurred | 2015-12-31 | $123,405 |
| Liabilities. Value of operating payables at end of year | 2015-12-31 | $47,743 |
| Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $89,166 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $-4,238,191 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $58,284,942 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $62,523,133 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Investment advisory and management fees | 2015-12-31 | $174,604 |
| Value of interest in common/collective trusts at end of year | 2015-12-31 | $56,938,138 |
| Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $61,058,852 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $944,467 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $1,103,406 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $1,103,406 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $235 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $1,800,000 |
| Employer contributions (assets) at end of year | 2015-12-31 | $450,000 |
| Employer contributions (assets) at beginning of year | 2015-12-31 | $450,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $2,769,764 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
| Accountancy firm name | 2015-12-31 | STROHM BALLWEGG LLP |
| Accountancy firm EIN | 2015-12-31 | 391969986 |
| 2014 : PENSION PLAN OF WISCONSIN FARM BUREAU FEDERATION & AFFILIATES 2014 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $7,156,976 |
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $7,156,976 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $89,166 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $31,175 |
| Total income from all sources (including contributions) | 2014-12-31 | $8,763,097 |
| Total loss/gain on sale of assets | 2014-12-31 | $0 |
| Total of all expenses incurred | 2014-12-31 | $9,963,535 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $9,735,473 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,818,339 |
| Value of total assets at end of year | 2014-12-31 | $62,612,299 |
| Value of total assets at beginning of year | 2014-12-31 | $63,754,746 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $228,062 |
| Total interest from all sources | 2014-12-31 | $665 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $5,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $18,339 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $41 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $3 |
| Other income not declared elsewhere | 2014-12-31 | $-212,883 |
| Administrative expenses (other) incurred | 2014-12-31 | $228,062 |
| Liabilities. Value of operating payables at end of year | 2014-12-31 | $89,166 |
| Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $31,175 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $-1,200,438 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $62,523,133 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $63,723,571 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $59,559,215 |
| Interest earned on other investments | 2014-12-31 | $447 |
| Value of interest in common/collective trusts at end of year | 2014-12-31 | $61,058,852 |
| Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $2,184,921 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $1,103,406 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $207,070 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $207,070 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $218 |
| Asset value of US Government securities at beginning of year | 2014-12-31 | $1,353,537 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $1,800,000 |
| Employer contributions (assets) at end of year | 2014-12-31 | $450,000 |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $450,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $9,735,473 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
| Accountancy firm name | 2014-12-31 | STROHM BALLWEG LLP |
| Accountancy firm EIN | 2014-12-31 | 391969986 |
| 2013 : PENSION PLAN OF WISCONSIN FARM BUREAU FEDERATION & AFFILIATES 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $2,173,469 |
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $2,173,469 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $31,175 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $327,241 |
| Total income from all sources (including contributions) | 2013-12-31 | $3,812,253 |
| Total loss/gain on sale of assets | 2013-12-31 | $0 |
| Total of all expenses incurred | 2013-12-31 | $2,396,736 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $2,288,970 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,800,000 |
| Value of total assets at end of year | 2013-12-31 | $63,754,746 |
| Value of total assets at beginning of year | 2013-12-31 | $62,635,295 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $107,766 |
| Total interest from all sources | 2013-12-31 | $45,844 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $5,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $3 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $0 |
| Other income not declared elsewhere | 2013-12-31 | $-207,060 |
| Administrative expenses (other) incurred | 2013-12-31 | $107,766 |
| Liabilities. Value of operating payables at end of year | 2013-12-31 | $31,175 |
| Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $327,241 |
| Total non interest bearing cash at end of year | 2013-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2013-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $1,415,517 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $63,723,571 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $62,308,054 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $59,559,215 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $59,610,052 |
| Interest earned on other investments | 2013-12-31 | $45,827 |
| Value of interest in common/collective trusts at end of year | 2013-12-31 | $2,184,921 |
| Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $207,070 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $2,587,743 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $2,587,743 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $17 |
| Asset value of US Government securities at end of year | 2013-12-31 | $1,353,537 |
| Asset value of US Government securities at beginning of year | 2013-12-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $1,800,000 |
| Employer contributions (assets) at end of year | 2013-12-31 | $450,000 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $437,500 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $2,288,970 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
| Accountancy firm name | 2013-12-31 | STROHM BALLWEG LLP |
| Accountancy firm EIN | 2013-12-31 | 391969986 |
| 2012 : PENSION PLAN OF WISCONSIN FARM BUREAU FEDERATION & AFFILIATES 2012 401k financial data |
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| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $7,178,857 |
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $7,178,857 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $327,241 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $31,413 |
| Total income from all sources (including contributions) | 2012-12-31 | $20,619,506 |
| Total of all expenses incurred | 2012-12-31 | $2,292,547 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $2,078,100 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $13,606,573 |
| Value of total assets at end of year | 2012-12-31 | $62,635,295 |
| Value of total assets at beginning of year | 2012-12-31 | $44,012,508 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $214,447 |
| Total interest from all sources | 2012-12-31 | $-165,924 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $5,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Administrative expenses (other) incurred | 2012-12-31 | $214,447 |
| Liabilities. Value of operating payables at end of year | 2012-12-31 | $327,241 |
| Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $31,413 |
| Total non interest bearing cash at end of year | 2012-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2012-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $18,326,959 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $62,308,054 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $43,981,095 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $2,587,743 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $494,958 |
| Interest earned on other investments | 2012-12-31 | $2,416 |
| Value of interest in common/collective trusts at end of year | 2012-12-31 | $59,610,052 |
| Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $43,080,050 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $-168,340 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $13,606,573 |
| Employer contributions (assets) at end of year | 2012-12-31 | $437,500 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $437,500 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $2,078,100 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
| Accountancy firm name | 2012-12-31 | STROHM BALLWEG LLP |
| Accountancy firm EIN | 2012-12-31 | 391969986 |
