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Sponsor portfolioTH

TEXAS FARM BUREAU

EIN 74-1145986-farming-Latest filing 2025
Plans
5
Retirement
3
$281.5M assets
Welfare
2
$2.0M premiums
Participants
3,849
7420 FISH POND RD - WACO, TX 76710254-772-3030texasfarmbureau.orgLinkedIn501-1000 employeesfarming
Plans on this EIN
5 filings
#005401k-$181.7M - 1,227 part#004ProfitSharing-$97.2M - 1,134 part#003401k-$2.7M - 90 part#511Mixed-$1.9M - 1,177 lives#501Fully Insured-$168K - 255 lives

Retirement portfolio analytics

3 plans aggregated / $281.5M assets / 2,451 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • BUREAU COMPANIES 401(K) (#005)65%
  • DEFINED CONTRIBUTION PLAN (#004)35%
  • PLAN & TRUST (#003)1%
Total $281.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BUREAU COMPANIES 401(K) (#005)1,227
  • DEFINED CONTRIBUTION PLAN (#004)1,134
  • PLAN & TRUST (#003)90
Total 2,451Click row to drill in

Benefits portfolio analytics

2 plans / $2.0M premiums / 1,432 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.0M
  • Other$740K
  • Life$168K
  • Vision$102K
Total $2.0M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
55%top
  • UNITEDHEALTHCARE INSURANCE COMPANY55%
  • BAYLORSCOTT&WHITE HEALTH29%
  • SOUTHERN FARM BUREAU LIFE INSURANCE COMPANY8%
  • HARTFORD LIFE AND ACCIDENT8%
Total $2.0M4 slices

Broker market share

Schedule A broker compensation

Split broker
58%top
  • REX SLOVER58%
  • HOLMES MURPHY & ASSOCIATES42%
Total $65K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#005

TEXAS FARM BUREAU COMPANIES 401(K) PLAN

401k

Assets$181.7M
Participants1,227
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

TEXAS FARM BUREAU & ADOPTING COMPANIES DEFINED CONTRIBUTION PLAN

ProfitSharing

Assets$97.2M
Participants1,134
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

TEXAS FARM BUREAU & ADOPTING COMPANIES 401(K) PLAN & TRUST

401k

Assets$2.7M
Participants90
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#511

TEXAS FARM BUREAU EMPLOYEE BENEFITS PLAN

Mixed - SIERRA HEALTH AND LIFE INSURANCE COMPANY, INC.

Premiums$1.9M
Covered lives1,177
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

GROUP LIFE INSURANCE FOR EMPLOYEES OF TEXAS FARM BUREAU

Fully Insured - SOUTHERN FARM BUREAU LIFE INSURANCE COMPANY

Premiums$168K
Covered lives255
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
005TEXAS FARM BUREAU COMPANIES 401(K) PLAN401k$181.7M1,2272024
004TEXAS FARM BUREAU & ADOPTING COMPANIES DEFINED CONTRIBUTION PLANProfitSharing$97.2M1,1342024
003TEXAS FARM BUREAU & ADOPTING COMPANIES 401(K) PLAN & TRUST401k$2.7M902025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
511TEXAS FARM BUREAU EMPLOYEE BENEFITS PLANMixedSIERRA HEALTH AND LIFE INSURANCE COMPANY, INC.$1.9M1,1772025
501GROUP LIFE INSURANCE FOR EMPLOYEES OF TEXAS FARM BUREAUFully InsuredSOUTHERN FARM BUREAU LIFE INSURANCE COMPANY$168K2552025
Retirement plans
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