Kentucky Farm Bureau Mutual Insurance Company Retiree Health Benefits Plan — Form 5500 plan (Kentucky Farm Bureau Mutual Insurance Company)
Plain-English plan 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, Kentucky Farm Bureau Mutual Insurance Company Retiree Health Benefits Plan is a benefit plan reported by Kentucky Farm Bureau Mutual Insurance Company under EIN 61-0392792 and plan number 510. The latest loaded filing year is 2023. The filing reports 592 participants and $119,057,666 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kentucky Farm Bureau Mutual Insurance Company
- EIN
- 61-0392792
- Plan number
- 510
- Plan type
- 2
- Location
- Louisville, KY
- Latest filing year
- 2023
- Participants
- 592
- End-of-year plan assets
- $119,057,666
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 592 | H, C | 20241031154940NAL0001625731001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $119,057,666
- Total liabilities (EOY)
- $228,495
- Net assets (EOY)
- $118,829,171
- Net assets (BOY)
- $112,613,185
Income & contributions
- Employer contributions
- $41,099
- Participant contributions
- $754,922
- Total contributions
- $796,021
- Total income / additions
- $10,861,975
Expenses & distributions
- Benefits paid
- $4,065,671
- Administrative expenses
- $580,318
- Total expenses
- $4,645,989
- Net increase / (decrease)
- $6,215,986
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Anthem Health Plans Of Kentucky Inc | CONTRACT ADMINISTRATOR | $98,009 | $126,673 | 2023 |
| Mackay Shields | INVESTMENT ADVISORY | $182,089 | not reported in the loaded dataset | 2023 |
| Aon Hewitt Investment Consultants | INVESTMENT ADVISORY | $115,000 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | INVESTMENT ADVISORY | $50,000 | not reported in the loaded dataset | 2023 |
| Bank Of New York Mellon | TRUSTEE | $31,498 | not reported in the loaded dataset | 2023 |
| Legal & General Investment Mgmt | INVESTMENT ADVISORY | $24,756 | not reported in the loaded dataset | 2023 |
| Mcm Cpas & Advisors Llp | ACCOUNTANT | $20,980 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kentucky Farm Bureau Mutual Insurance Company
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Louisville, KY
- Anthem Health Plans Of Kentucky Inc — Schedule C compensation
- Mackay Shields — Schedule C compensation
- Aon Hewitt Investment Consultants — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Bank Of New York Mellon — Schedule C compensation
- Legal & General Investment Mgmt — Schedule C compensation
- Mcm Cpas & Advisors Llp — Schedule C compensation