DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
Corporate pension
Western Farm Bureau Pension Plan
Corporate pensionLaramie, WY
Assets
$14.1M
Total assets, Dec 31, 2024 reported
Funded
117.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
1
none on the tape
Plan sponsor: Mountain West Farm Bureau Mutual Insurance Company Er 08
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.1%
- Common/collective trusts 2.0%
- Registered investment companies 97.9%
Consultants and advisers
3 firms
- Ingham Retirement Group Investment adviser (plan)through Dec 31, 2022 Form 5500
- Milliman, Inc. Actuarythrough Dec 31, 2022 Form 5500
- MG Trust Company DBA Matrix Trust Custodianthrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
Commitments
1 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Blackrock Msci Acwi Ex-Us Index Fdcollective trust | Great Gray Trust Company, LLC | Pooled vehicles | $279,748 held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$49,433 (2023-12) · $52,199 (2022-12)
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 202 | $41.8M | $36.9M | 117.1% | $14.1M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 203 | $38.0M | $37.6M | 107.8% | $41.8M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 207 | $49.2M | $35.7M | 132.5% | $38.0M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Milliman codes 11 13 15 17 38 70 $42,877 PY2024
- Matrix Trust Company codes 18 21 $24,617 PY2024
- Haynie & Company codes 10 $20,664 PY2024
- Blackrock Msci Acwi Ex-Us Ind Fund Sched. D C $279,748 PY2024
- Milliman, Inc. codes 11 PY2024
- Ingham Retirement Group codes 27 $49,433 PY2023
- Milliman codes 11 13 15 17 38 70 $44,090 PY2023
- Matrix Trust Company codes 18 21 $12,416 PY2023
- Milliman, Inc. codes 11 PY2023
- Ingham Retirement Group codes 27 $52,199 PY2022
- Milliman codes 11 13 15 17 38 70 $43,800 PY2022
- Haynie & Company codes 10 $14,800 PY2022
- Matrix Trust Company codes 18 21 $13,581 PY2022
- Milliman, Inc. codes 11 PY2022
What changed
5 events
- Dec 31, 2024Consultant changedinferenceIngham Retirement Group no longer appears on Western Farm Bureau Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Ingham Retirement Groupaskebsa.dol.gov
- Dec 31, 2024Assets changedWestern Farm Bureau Pension Plan total assets $42M -> $14M (-66.3%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedWestern Farm Bureau Pension Plan funded ratio 107.8% -> 117.1% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedWestern Farm Bureau Pension Plan funded ratio 132.5% -> 107.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedWestern Farm Bureau Pension Plan plan assets $49M -> $38M (-22.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 830181634-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.