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OKLAHOMA FARM BUREAU AND AFFILIATED COMPANIES

EIN 73-0540035-Latest filing 2025
Plans
3
Retirement
2
$118.6M assets
Welfare
1
$450K premiums
Participants
1,281
2501 N. STILES - OKLAHOMA CITY, OK 73105405-523-2300
Plans on this EIN
3 filings
#001TraditionalDB-$67.2M - 227 part#002401k-$51.4M - 519 part#507Mixed-$450K - 535 lives

Retirement portfolio analytics

2 plans aggregated / $118.6M assets / 746 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • FARM BUREAU PENSION (#001)57%
  • VOLUNTARY EMPLOYEE Savings (#002)43%
Total $118.6MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
57%top
  • GREAT-WEST LIFE & ANNUITY INSURANCE57%
  • (Not disclosed)43%
Total $118.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • VOLUNTARY EMPLOYEE Savings (#002)519
  • FARM BUREAU PENSION (#001)227
Total 746Click row to drill in

Benefits portfolio analytics

1 plan / $450K premiums / 535 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$287K
  • Other$287K
  • Long-term disability$108K
  • Vision$55K
Total $450K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
64%top
  • METROPOLITAN LIFE INSURANCE COMPANY64%
  • HARTFORD LIFE AND ACCIDENT24%
  • VISION SERVICE PLAN12%
Total $450K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • EMPLOYER ADVOCATES LLC100%
Total $36K1 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

OKLAHOMA FARM BUREAU PENSION PLAN

TraditionalDB

Assets$67.2M
Participants227
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

OKLAHOMA FARM BUREAU AND AFFILIATED COMPANIES VOLUNTARY EMPLOYEE SAVINGS PLAN

401k

Assets$51.4M
Participants519
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507

OKLAHOMA FARM BUREAU AND AFFILIATED COMPANIES WELFARE BENEFITS PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$450K
Covered lives535
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001OKLAHOMA FARM BUREAU PENSION PLANTraditionalDB$67.2M2272024
002OKLAHOMA FARM BUREAU AND AFFILIATED COMPANIES VOLUNTARY EMPLOYEE SAVINGS PLAN401k$51.4M5192024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
507OKLAHOMA FARM BUREAU AND AFFILIATED COMPANIES WELFARE BENEFITS PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$450K5352025
Retirement plans
Welfare plans
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