Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FARMERS UNION MUTUAL INSURANCE COMPANY
EIN 81-0283203insuranceLatest filing 2025
Plans
2
Retirement
2
$20.1M assets
Welfare
0
Participants
138
PO BOX 2169, 300 RIVER DRIVE NORTH - GREAT FALLS, MT 59403406-761-0242LinkedIn51-200 employeesinsurance
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $20.1M assets / 138 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
FARMERS UNION INSURANCE MONTANA DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$13.1M
Participants81
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
FARMERS UNION MUTUAL INSURANCE COMPANY 401(K) PLAN & TRUST
401k
Assets$7.0M
Participants57
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FARMERS UNION INSURANCE MONTANA DEFINED BENEFIT PENSION PLAN | TraditionalDB | $13.1M | 81 | 2024 | |
| 002 | FARMERS UNION MUTUAL INSURANCE COMPANY 401(K) PLAN & TRUST | 401k | $7.0M | 57 | 2025 |
Retirement plans