Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
UNITED FARM FAMILY LIFE INSURANCE COMPANY
EIN 35-1097117insuranceLatest filing 2025
Plans
4
Retirement
2
$508.5M assets
Welfare
2
$2.1M premiums
Participants
5,047
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 / $2.1M premiums / 2,429 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.1M
- Life$1.1M
- Long-term disability$1.1M
- Dental$846K
- Vision$189K
Carrier market share
Premium dollars by Schedule A carrier
51%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA51%
- DELTA DENTAL OF CALIFORNIA39%
- VISION SERVICE PLAN9%
- COMPSYCH1%
Broker market share
Schedule A broker compensation
78%top
- LOCASCIO HADDEN & DENNIS LLC78%
- WATCHTOWER BENEFITS, LLC11%
- LACASCIO HADDED & DENNIS, LLC11%
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#510
FARM BUREAU CAFETERIA PLAN
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$2.0M
Covered lives2,188
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511
FARM BUREAU WELFARE BENEFIT PLAN FOR AGENTS
Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$156K
Covered lives241
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 | |
|---|---|---|---|---|---|---|---|
| 510 | FARM BUREAU CAFETERIA PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $2.0M | 2,188 | 2025 | |
| 511 | FARM BUREAU WELFARE BENEFIT PLAN FOR AGENTS | Fully Insured | UNUM LIFE INSURANCE COMPANY OF AMERICA | $156K | 241 | 2025 |
Retirement plans
Welfare plans