2023 Form 5500 filing — Kentucky Farm Bureau Mutual Insurance Company Retiree Health Benefits Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241031154940NAL0001625731001) for Kentucky Farm Bureau Mutual Insurance Company Retiree Health Benefits Plan, reported by Kentucky Farm Bureau Mutual Insurance Company under EIN 61-0392792 and plan number 510. It reports 592 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241031154940NAL0001625731001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kentucky Farm Bureau Mutual Insurance Company
- EIN
- 61-0392792
- Plan number
- 510
- Location
- Louisville, KY
- Participants
- 592
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $119,057,666
- Total liabilities (EOY)
- $228,495
- Net assets (EOY)
- $118,829,171
- Employer contributions
- $41,099
- Participant contributions
- $754,922
- Total income / additions
- $10,861,975
- Benefits paid
- $4,065,671
- Administrative expenses
- $580,318
- Total expenses
- $4,645,989
- Net increase / (decrease)
- $6,215,986
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Anthem Health Plans Of Kentucky Inc | CONTRACT ADMINISTRATOR | $98,009 | $126,673 |
| Mackay Shields | INVESTMENT ADVISORY | $182,089 | not reported in the loaded dataset |
| Aon Hewitt Investment Consultants | INVESTMENT ADVISORY | $115,000 | not reported in the loaded dataset |
| State Street Global Advisors | INVESTMENT ADVISORY | $50,000 | not reported in the loaded dataset |
| Bank Of New York Mellon | TRUSTEE | $31,498 | not reported in the loaded dataset |
| Legal & General Investment Mgmt | INVESTMENT ADVISORY | $24,756 | not reported in the loaded dataset |
| Mcm Cpas & Advisors Llp | ACCOUNTANT | $20,980 | not reported in the loaded dataset |