# United Fire & Casualty Co DB Plan
Source: https://planprovider.pro/companies/united-fire-casualty-co-plan

> United Fire & Casualty Co's DB plan: 652 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** United Fire & Casualty Co

- **Sponsor EIN:** 420644327

- **Sponsor Address:** 118 SECOND AVE SE, CEDAR RAPIDS, IA, 52401

- **Plan Type:** DB

- **Total Participants:** 652

- **Total Assets:** $241.2M

## 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|652|$241.2M|$0|$0|

| 2023|777|$263.9M|$0|$0|

| 2022|863|$229.7M|$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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$201,399|—|$201,399|

| COMMONWEALTH FINANCIAL NETWORK|INVESTMENT ADVISORY|—|$52,125|$52,125|

| CAPFINANCIAL PARTNERS, L|INVESTMENT ADVISORY|$18,875|—|$18,875|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [COMMONWEALTH FINANCIAL NETWORK](https://planprovider.pro/provider/commonwealth-financial-network) — INVESTMENT ADVISORY

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $272,399

- **Estimated Expense Ratio:** 0.113% 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|$335,569|$134,170|$201,399|—|—|

| 2023|$210,856|$3,875|—|—|—|

| 2022|$483,738|—|$195,513|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/united-fire-casualty-co-plan)

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