Plan5500

Kentucky Farm Bureau Mutual Insurance Company 401(K) 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 401(K) Plan is a benefit plan reported by Kentucky Farm Bureau Mutual Insurance Company under EIN 61-0392792 and plan number 002. The latest loaded filing year is 2023. The filing reports 816 participants and $93,803,634 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$93.8MPlan net assets, end of year$93,803,634
Participants816Covered participants reported
Assets / participant$115KComputed: assets ÷ participants$114,955 (computed)
Provider compensation$17K2 Schedule C provider row(s)$17,018
Plan sponsor
Kentucky Farm Bureau Mutual Insurance Company
EIN
61-0392792
Plan number
002
Plan type
2
Location
Louisville, KY
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    816 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$93.8M total assets
Net assets$93.8MLiabilities—
Money in vs. money out
Total income / additions$21.9M
Total expenses$6.8M
Benefits paid / distributions$6.7M
Contributions
Employer$3.1M
Participant$4.9M
Full reported line items

Net assets

Total assets (EOY)
$93,803,634
Net assets (EOY)
$93,803,634
Net assets (BOY)
$78,702,804

Income & contributions

Employer contributions
$3,132,603
Participant contributions
$4,854,326
Total contributions
$9,021,123
Total income / additions
$21,937,927

Expenses & distributions

Benefits paid
$6,732,841
Administrative expenses
$17,018
Total expenses
$6,835,848
Net increase / (decrease)
$15,102,079
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 39%Participant 61%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income31%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Transamerica Retirement Solutions$17K
    RECORDKEEPER · Direct $17K
  2. 2
    National Financial Services$0
    SECURITIES BROKER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Kentucky Farm Bureau Mutual Insurance Company 401(K) Plan?
Kentucky Farm Bureau Mutual Insurance Company 401(K) Plan is reported as sponsored by Kentucky Farm Bureau Mutual Insurance Company (EIN 61-0392792, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Kentucky Farm Bureau Mutual Insurance Company 401(K) Plan?
The latest Form 5500 filing year loaded for Kentucky Farm Bureau Mutual Insurance Company 401(K) Plan is 2023.
How many participants does Kentucky Farm Bureau Mutual Insurance Company 401(K) Plan report?
Kentucky Farm Bureau Mutual Insurance Company 401(K) Plan reports 816 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Kentucky Farm Bureau Mutual Insurance Company 401(K) Plan?
Kentucky Farm Bureau Mutual Insurance Company 401(K) Plan reports $93,803,634 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages