Plan Snapshot
- Plan Sponsor: United Farm Family Life Insurance Company
- Sponsor EIN: 351097117
- Sponsor Address: P. O. BOX 1250, INDIANAPOLIS, IN, 462061250
- Plan Type: DB
- Total Participants: 305
- Total Assets: $217.4M
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 | 305 | $217.4M | $0 | $0 |
| 2023 | 328 | $231.5M | $0 | $0 |
| 2022 | 364 | $232.7M | $0 | $0 |
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 |
|---|---|---|---|---|
| JOHNSON LAMBERT LLP | Auditor | $17,800 | — | $17,800 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHNSON LAMBERT LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,800
- Estimated Expense Ratio: 0.008% 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 | $783,574 | $422,206 | — | $17,800 | — |
| 2023 | $802,419 | $435,815 | — | $15,600 | — |
| 2022 | $810,945 | $423,341 | — | — | $220,756 |