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  2. GEORGIA FARM BUREAU FEDERATION
Sponsor portfolio

GEORGIA FARM BUREAU FEDERATION

EIN 58-0622854-Latest filing 2025
Plans
3
Retirement
2
$12.6M assets
Welfare
1
$1.1M premiums
Participants
1,290
1620 BASS ROAD - MACON, GA 31210912-474-8411
Plans on this EIN
3 filings
#001TraditionalDB-$8.4M - 63 part#333ProfitSharing-$4.2M - 79 part#503Mixed-$1.1M - 1,174 lives

Retirement portfolio analytics

2 plans aggregated / $12.6M assets / 142 participants

Assets by plan

Share of aggregate retirement assets

67%top
  • PLAN AND TRUST (#001)67%
  • EMPLOYEES' RETIREMENT PLAN (#333)33%
Total $12.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEES' RETIREMENT PLAN (#333)79
  • PLAN AND TRUST (#001)63
Total 142Click row to drill in

Benefits portfolio analytics

1 plan / $1.1M premiums / 1,174 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$1.1M
  • Vision$1.1M
Total $1.1M2 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • BLUE CROSS OF CALIFORNIA100%
Total $1.1M1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

GEORGIA FARM BUREAU COMPANIES RETIREMENT PLAN AND TRUST

TraditionalDB

Assets$8.4M
Participants63
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#333

GEORGIA FARM BUREAU COUNTY EMPLOYEES' RETIREMENT PLAN

ProfitSharing

Assets$4.2M
Participants79
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

GEORGIA FARM BUREAU HEALTH & WELFARE BENEFIT PLAN

Mixed - BLUE CROSS BLUE SHIELD OF GEORGIA, INC.

Premiums$1.1M
Covered lives1,174
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001GEORGIA FARM BUREAU COMPANIES RETIREMENT PLAN AND TRUSTTraditionalDB$8.4M632024
333GEORGIA FARM BUREAU COUNTY EMPLOYEES' RETIREMENT PLANProfitSharing$4.2M792024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503GEORGIA FARM BUREAU HEALTH & WELFARE BENEFIT PLANMixedBLUE CROSS BLUE SHIELD OF GEORGIA, INC.$1.1M1,1742025
Retirement plans
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