Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#001)$115.0M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.
2 plans aggregated / $247.4M assets / 1,128 participants
Share of aggregate retirement assets
Active + retired + deferred vested
3 plans / $3.6M premiums / 3,698 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Traditional DB
Fully insured - ANTHEM BLUE CROSS & BLUE SHIELD
Mixed - DELTA DENTAL OF KENTUCKY
Fully insured - SOUTHERN FARM BUREAU LIFE INSURANCE COMPANY
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | KENTUCKY FARM BUREAU MUTUAL INSURANCE COMPANY 401(K) PLAN | 401(k) | $132.4M | 856 | 2025 |
| #001 | KENTUCKY FARM BUREAU MUTUAL INSURANCE COMPANY RETIREMENT PLAN AND TRUST | Traditional DB | $115.0M | 272 | 2025 |
3 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #510 | KENTUCKY FARM BUREAU MUTUAL INSURANCE COMPANY RETIREE HEALTH BENEFITS PLAN | Fully insured | ANTHEM BLUE CROSS & BLUE SHIELD | $2.4M | 559 | 2025 |
| #511 | KENTUCKY FARM BUREAU MUTUAL INSURANCE COMPANY HEALTH & WELFARE PLAN | Mixed | DELTA DENTAL OF KENTUCKY | $795K | 2,066 | 2025 |
| #502 | KENTUCKY FARM BUREAU GROUP LIFE | Fully insured | SOUTHERN FARM BUREAU LIFE INSURANCE COMPANY | $490K | 1,073 | 2025 |