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  2. ALFA MUTUAL INSURANCE COMPANY
Sponsor portfolioTH

ALFA MUTUAL INSURANCE COMPANY

EIN 63-0262164-insurance-Latest filing 2024
Plans
7
Retirement
2
$732.2M assets
Welfare
5
$1.6M premiums
Participants
15,423
P O BOX 11000 - MONTGOMERY, AL 361910001334-288-3900LinkedIn1-10 employeesinsurance
Plans on this EIN
7 filings
#001TraditionalDB-$460.2M - 1,985 part#002401k-$271.9M - 2,830 part#505Mixed-$712K - 2,756 lives#502Fully Insured-$695K - 1,835 lives#504Fully Insured-$152K - 2,959 lives#503Self Funded-0 lives#506Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $732.2M assets / 4,815 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • COMPANIES RETIREMENT PLAN (#001)63%
  • MUTUAL INSURANCE COMPANY (#002)37%
Total $732.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MUTUAL INSURANCE COMPANY (#002)2,830
  • COMPANIES RETIREMENT PLAN (#001)1,985
Total 4,815Click row to drill in

Benefits portfolio analytics

5 plans / $1.6M premiums / 7,550 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$695K
  • Other$383K
  • Vision$329K
  • Life$152K
Total $1.6M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
45%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA45%
  • VISION SERVICE PLAN21%
  • AFLAC18%
  • ALFA MUTUAL INSURANCE COMPANY9%
  • METROPOLITAN LIFE INSURANCE COMPANY7%
Total $1.6M5 slices

Broker market share

Schedule A broker compensation

Split broker
55%top
  • VALENT GROUP55%
  • HARMON DENNIS BRADSHAW INC18%
  • BROWN AND BROWN OF FLORIDA, INC.6%
  • ASSUREDPARTNERS6%
  • BETTY JEAN GAMACHE4%
  • +3 more
Total $215K8 slices

Plan deep-dives

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

ALABAMA FARMERS FEDERATION AND AFFILIATED COMPANIES RETIREMENT PLAN

TraditionalDB

Assets$460.2M
Participants1,985
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SAVINGS AND PROFIT SHARING PLAN AND TRUST AGREEMENT OF ALFA MUTUAL INSURANCE COMPANY

401k

Assets$271.9M
Participants2,830
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

ALFA FLEX PLAN

Mixed - VISION SERVICE PLAN

Premiums$712K
Covered lives2,756
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

LONG-TERM DISABILITY PLAN FOR ALFA MUTUAL INSURANCE COMPANY & SUBSIDIARIES

Fully Insured - THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$695K
Covered lives1,835
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

ALFA MUTUAL INSURANCE COMPANY AND ALFA INSURANCE CORPORATION GROUP LIFE INSURANCE PROGRAM

Fully Insured - ALFA MUTUAL INSURANCE COMPANY

Premiums$152K
Covered lives2,959
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

BLUE CROSS BLUE SHIELD OF ALABAMA FOR ALFA MUTUAL INSURANCE COMPANY

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

DEATH BENEFIT ONLY PLAN FOR ALFA INSURANCE COMPANIES

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ALABAMA FARMERS FEDERATION AND AFFILIATED COMPANIES RETIREMENT PLANTraditionalDB$460.2M1,9852024
002SAVINGS AND PROFIT SHARING PLAN AND TRUST AGREEMENT OF ALFA MUTUAL INSURANCE COMPANY401k$271.9M2,8302024

Welfare plans5

Plan #NameFundingCarrierPremiumsCoveredLatest year
505ALFA FLEX PLANMixedVISION SERVICE PLAN$712K2,7562024
502LONG-TERM DISABILITY PLAN FOR ALFA MUTUAL INSURANCE COMPANY & SUBSIDIARIESFully InsuredTHE PRUDENTIAL INSURANCE COMPANY OF AMERICA$695K1,8352024
504ALFA MUTUAL INSURANCE COMPANY AND ALFA INSURANCE CORPORATION GROUP LIFE INSURANCE PROGRAMFully InsuredALFA MUTUAL INSURANCE COMPANY$152K2,9592024
503BLUE CROSS BLUE SHIELD OF ALABAMA FOR ALFA MUTUAL INSURANCE COMPANYSelf Funded-$002024
506DEATH BENEFIT ONLY PLAN FOR ALFA INSURANCE COMPANIESSelf Funded-$002024
Retirement plans
Welfare plans
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