Find an old Iowa Farm Bureau Federation 401(k)

Who to contact about an account in each of the 2 Iowa Farm Bureau Federation plans, from the filings. Free, no sign-up, no Social Security number.

Farm Bureau 401(k) Savings Plan

Iowa Farm Bureau Federation and Affiliated Companies · Plan 004 · EIN 42-0331840 · West Des Moines, IA

Active · plan year 2024 filing401(k)
Plan administratorFbl Financial Group, Inc.
5400 University Ave, West Des Moines, IA 50266-5950
Form 5500 ↗
Recordkeeper (who holds the accounts)Principal Life Insurance CompanySchedule C ↗
Former employees with balances696 separated participants still had money in the planForm 5500 ↗

Farm Bureau Retirement Plan

Iowa Farm Bureau Federation · Plan 005 · EIN 42-0331840 · West Des Moines, IA

Active · plan year 2024 filingPension (defined benefit)
Plan administratorFbl Financial Group, Inc.
5400 University Ave, West Des Moines, IA 50266-5950
Form 5500 ↗
Recordkeeper (who holds the accounts)Principal Life Insurance CompanySchedule C ↗
Former employees with balances33 separated participants still had money in the planForm 5500 ↗

Iowa Farm Bureau Federation 401(k) match, vesting and fees →

Found it? Your options

Leave itOften allowed if your balance is over $7,000. You keep the plan's investments and fees.
Move it to your new job's planIf the new plan accepts roll-ins. Ask the new plan's recordkeeper.
Roll it into an IRAMore investment choices, and you control it. A direct rollover avoids withholding and penalties.
Cash outUsually taxed, plus a 10% penalty if you are under 59½.

General information, not financial or tax advice. Rules depend on your plan and situation.

How to track down the account

  1. Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
  2. If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
  3. Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.

Common questions

How do I find my old Iowa Farm Bureau Federation 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Fbl Financial Group, Inc., (515) 226-6683. The accounts are held by the recordkeeper, Principal Life Insurance Company. Have your Social Security number and dates of employment ready.

What is the Iowa Farm Bureau Federation 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (515) 226-6683.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Iowa Farm Bureau Federation and does not hold accounts. Not financial advice. Report a correction