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Sponsor portfolioTH

KENTUCKY FARM BUREAU MUTUAL INSURANCE COMPANY

EIN 61-0392792-Latest filing 2025
Plans
5
Retirement
2
$231.0M assets
Welfare
3
$3.1M premiums
Participants
3,974
PO BOX 20700 - LOUISVILLE, KY 402500700502-495-5000
Plans on this EIN
5 filings
#001TraditionalDB-$118.9M - 286 part#002401k-$112.2M - 855 part#510Fully Insured-$1.8M - 451 lives#511Mixed-$795K - 2,066 lives#502Fully Insured-$490K - 1,073 lives

Retirement portfolio analytics

2 plans aggregated / $231.0M assets / 1,141 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • PLAN AND TRUST (#001)51%
  • INSURANCE COMPANY 401(K) (#002)49%
Total $231.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INSURANCE COMPANY 401(K) (#002)855
  • PLAN AND TRUST (#001)286
Total 1,141Click row to drill in

Benefits portfolio analytics

3 plans / $3.1M premiums / 3,590 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$686K
  • Life$490K
  • Vision$109K
Total $1.3M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
62%top
  • DELTA DENTAL OF CALIFORNIA62%
  • SOUTHERN FARM BUREAU LIFE INSURANCE COMPANY38%
Total $1.3M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • BENEFIT INSURANCE MARKETING, INC.100%
Total $18K1 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

KENTUCKY FARM BUREAU MUTUAL INSURANCE COMPANY RETIREMENT PLAN AND TRUST

TraditionalDB

Assets$118.9M
Participants286
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

KENTUCKY FARM BUREAU MUTUAL INSURANCE COMPANY 401(K) PLAN

401k

Assets$112.2M
Participants855
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

KENTUCKY FARM BUREAU MUTUAL INSURANCE COMPANY RETIREE HEALTH BENEFITS PLAN

Fully Insured - ANTHEM MEDICARE PREFERRED

Premiums$1.8M
Covered lives451
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511

KENTUCKY FARM BUREAU MUTUAL INSURANCE COMPANY HEALTH & WELFARE PLAN

Mixed - DELTA DENTAL OF KENTUCKY

Premiums$795K
Covered lives2,066
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

KENTUCKY FARM BUREAU GROUP LIFE

Fully Insured - SOUTHERN FARM BUREAU LIFE INSURANCE COMPANY

Premiums$490K
Covered lives1,073
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001KENTUCKY FARM BUREAU MUTUAL INSURANCE COMPANY RETIREMENT PLAN AND TRUSTTraditionalDB$118.9M2862024
002KENTUCKY FARM BUREAU MUTUAL INSURANCE COMPANY 401(K) PLAN401k$112.2M8552024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
510KENTUCKY FARM BUREAU MUTUAL INSURANCE COMPANY RETIREE HEALTH BENEFITS PLANFully InsuredANTHEM MEDICARE PREFERRED$1.8M4512024
511KENTUCKY FARM BUREAU MUTUAL INSURANCE COMPANY HEALTH & WELFARE PLANMixedDELTA DENTAL OF KENTUCKY$795K2,0662025
502KENTUCKY FARM BUREAU GROUP LIFEFully InsuredSOUTHERN FARM BUREAU LIFE INSURANCE COMPANY$490K1,0732025
Retirement plans
Welfare plans
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