Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
UNITED FARM FAMILY LIFE INSURANCE
EIN 35-1097117insuranceLatest filing 2024
Plans
4
Retirement
2
$508.5M assets
Welfare
2
$5.4M premiums
Participants
5,031
Retirement portfolio analytics
2 plans aggregated / $508.5M assets / 3,498 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
57%top
- (Not disclosed)57%
- FID INV INST OPS CO43%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $5.4M premiums / 2,324 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.0M
- Prescription drug$3.0M
- Other$1.3M
- Life$1.3M
- Long-term disability$1.3M
- Dental$893K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
55%top
- ANTHEM LIFE INSURANCE COMPANY55%
- UNUM LIFE INSURANCE COMPANY OF AMERICA24%
- DELTA DENTAL OF CALIFORNIA16%
- VISION SERVICE PLAN4%
- COMPSYCH0%
Broker market share
Schedule A broker compensation
90%top
- LOCASCIO HADDEN & DENNIS LLC90%
- WATCHTOWER BENEFITS, LLC10%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#106
INDIANA FARM BUREAU COMPANIES EMPLOYEES' 401(K) SAVINGS PLAN
401k
Assets$291.1M
Participants1,702
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#107
INDIANA FARM BUREAU RETIREMENT PLAN
TraditionalDB
Assets$217.4M
Participants1,796
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#511
FARM BUREAU WELFARE BENEFIT PLAN FOR AGENTS
Fully Insured - ANTHEM INSURANCE COMPANIES, INC.
Premiums$3.3M
Covered lives342
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510
FARM BUREAU CAFETERIA PLAN
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$2.1M
Covered lives1,982
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 106 | INDIANA FARM BUREAU COMPANIES EMPLOYEES' 401(K) SAVINGS PLAN | 401k | $291.1M | 1,702 | 2024 | |
| 107 | INDIANA FARM BUREAU RETIREMENT PLAN | TraditionalDB | $217.4M | 1,796 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 511 | FARM BUREAU WELFARE BENEFIT PLAN FOR AGENTS | Fully Insured | ANTHEM INSURANCE COMPANIES, INC. | $3.3M | 342 | 2024 | |
| 510 | FARM BUREAU CAFETERIA PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $2.1M | 1,982 | 2024 |
Retirement plans
Welfare plans