Alfa Mutual Insurance Company — Form 5500 filings & benefit plans
Form 5500 plan sponsor summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Alfa Mutual Insurance Company (EIN 63-0262164) is a plan sponsor located in Montgomery, AL with 7 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 63-0262164
- Location
- Montgomery, AL
- Loaded plans
- 7
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $671,367,597
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $671,367,597
Contributions & income
- Employer contributions
- $19,574,702
- Participant contributions
- $11,269,432
- Total income / additions
- $113,389,339
Expenses & distributions
- Benefits paid / distributions
- $50,803,063
- Total expenses
- $52,239,610
- Net increase / (decrease)
- $61,149,729
Coverage
- Total reported participants
- 15,694
- Plans with financial statements
- 2
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Alabama Farmers Federation And Affiliated Companies Retirement Plan | 001 | 2,103 | $429,202,980 | 2023 |
| Savings And Profit Sharing Plan And Trust Agreement Of Alfa Mutual Insurance Company | 002 | 2,858 | $242,164,617 | 2023 |
| Alfa Mutual Insurance Company And Alfa Insurance Corporation Group Life Insurance Program | 504 | 2,913 | not reported in the loaded dataset | 2023 |
| Alfa Flex Plan | 505 | 2,800 | not reported in the loaded dataset | 2023 |
| Blue Cross Blue Shield Of Alabama For Alfa Mutual Insurance Company | 503 | 2,233 | not reported in the loaded dataset | 2023 |
| Long-Term Disability Plan For Alfa Mutual Insurance Company & Subsidiaries | 502 | 1,904 | not reported in the loaded dataset | 2023 |
| Death Benefit Only Plan For Alfa Insurance Companies | 506 | 883 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Long-Term Disability Plan For Alfa Mutual Insurance Company & Subsidiaries | 1,904 | — | 20241004082627NAL0019218928001 |
| 2023 | Alfa Flex Plan | 2,800 | — | 20241004084510NAL0022218402001 |
| 2023 | Alfa Mutual Insurance Company And Alfa Insurance Corporation Group Life Insurance Program | 2,913 | — | 20241004100345NAL0012082913001 |
| 2023 | Death Benefit Only Plan For Alfa Insurance Companies | 883 | — | 20241004103411NAL0019457600001 |
| 2023 | Blue Cross Blue Shield Of Alabama For Alfa Mutual Insurance Company | 2,233 | C | 20241004104556NAL0005634499001 |
| 2023 | Alabama Farmers Federation And Affiliated Companies Retirement Plan | 2,103 | H, C | 20241004131407NAL0011452497001 |
| 2023 | Savings And Profit Sharing Plan And Trust Agreement Of Alfa Mutual Insurance Company | 2,858 | H, C | 20241008125017NAL0029865712001 |