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 pensionPocatello, ID
Assets
$86.9M
Total assets, Dec 31, 2024 reported
Funded
111.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
1
none on the tape
Plan sponsor: Farm Bureau Insurance Company of Idaho Er 09
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.5%
- Common/collective trusts 3.0%
- Registered investment companies 96.5%
Consultants and advisers
5 firms
- Usi Investment adviser (plan)through Dec 31, 2024 Form 5500
- Ingham Retirement Group Investment adviser (plan)through Dec 31, 2022 Form 5500
- Schwab Custodianthrough Dec 31, 2024 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
1 managers on the commitment tape
From the plan’s own commitment disclosures
- Blackrock1 rows, latest Dec 31, 2024
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 Exus Ind Fundcollective trust | Blackrock | Pooled vehicles | $2.6M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$99,770 (2023-12) · $106,550 (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 | 463 | $88.3M | $80.7M | 111.2% | $86.9M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 466 | $81.3M | $78.0M | 108.3% | $88.3M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 470 | $106M | $73.9M | 135.3% | $81.3M | 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 $99,687 PY2024
- Usi codes 27 $37,211 PY2024
- Matrix Trust Company codes 18 21 $28,243 PY2024
- Haynie & Company codes 10 $16,500 PY2024
- Schwab codes 18 21 $5,796 PY2024
- Sherman & Howard codes 29 $5,564 PY2024
- Blackrock Msci Acwi Exus Ind Fund Sched. D C $2.6M PY2024
- Milliman, Inc. codes 11 PY2024
- Milliman codes 11 13 15 17 38 70 $100,105 PY2023
- Ingham Retirement Group codes 27 $99,770 PY2023
- Matrix Trust Company codes 18 21 $28,192 PY2023
- Milliman, Inc. codes 11 PY2023
- Ingham Retirement Group codes 27 $106,550 PY2022
- Milliman codes 11 13 15 17 38 70 $97,950 PY2022
- Matrix Trust Company codes 18 21 $30,371 PY2022
- Haynie & Company codes 10 $15,750 PY2022
- Milliman, Inc. codes 11 PY2022
What changed
5 events
- Dec 31, 2024Consultant changedinferenceUsi appears on Western Farm Bureau Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Usiaskebsa.dol.gov
- 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
- Jan 1, 2024Funded status changedWestern Farm Bureau Pension Plan funded ratio 108.2% -> 111.2% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedWestern Farm Bureau Pension Plan funded ratio 135.3% -> 108.2% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedWestern Farm Bureau Pension Plan plan assets $106M -> $81M (-23.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 820189910-001
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.