# Kentucky Farm Bureau Mutual Insurance Company Health & Welfare Plan
Source: https://planprovider.pro/companies/kentucky-farm-bureau-mutual-insurance-company-610392792-510

> Kentucky Farm Bureau Mutual Insurance Company's Health & Welfare plan: 598 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kentucky Farm Bureau Mutual Insurance Company

- **Sponsor EIN:** 610392792

- **Sponsor Address:** 9201 BUNSEN PARKWAY, LOUISVILLE, KY, 40220

- **Plan Type:** Health & Welfare

- **Plan Number:** 510

- **Total Participants:** 598

- **Total Assets:** $118.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|598|$118.3M|$34,456|$737,439|

| 2023|587|$119.1M|$41,099|$754,922|

| 2022|592|$112.9M|$32,331|$601,738|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| MACKAY SHIELDS|Investment Advisor|$185,920|—|$185,920|

| AON HEWITT INVESTMENT CONSULTANTS|Investment Advisor|$119,357|—|$119,357|

| ANTHEM HEALTH PLANS OF KENTUCKY INC|Recordkeeper|$81,012|—|$81,012|

| STATE STREET GLOBAL ADVISORS|Investment Advisor|$50,000|—|$50,000|

| BANK OF NEW YORK MELLON|Custodian / Trustee|$31,937|—|$31,937|

| LEGAL & GENERAL INVESTMENT MGMT|Investment Advisor|$24,288|—|$24,288|

| CHERRY BEKAERT LLP|Auditor|$5,160|—|$5,160|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ANTHEM HEALTH PLANS OF KENTUCKY INC](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $497,674

- **Estimated Expense Ratio:** 0.421% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$548,940|$379,565|$81,012|$5,160|—|

| 2023|$580,318|$371,845|$98,009|$20,980|—|

| 2022|$463,496|$348,709|$88,787|—|$11,000|

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