Back to filter
Original filing (PDF)20251009081944NAL0003416915001
UNITED FARM FAMILY LIFE INSURANCE COMPANY
Form 5500
FILING_RECEIVED
INDIANA FARM BUREAU RETIREMENT PLAN
Defined-benefit pension plan
Signals · 2
37% in single holdingNo recordkeeper disclosed
Active participants
305
Accounts w/ balance
—
Plan assets (EOY)
$217.4M
Net assets (EOY)
$217.1M
How this plan invests
This plan
3 pooled trusts
Schedule D
7 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
81
Total plan cost
65
Vendor stack
55
Participation health
100
Knocking points off
- Top holding "FIAM 8-10 Year Corporate Bond Fund" is 37% of plan.
- 28 bps in Schedule C fees — 175% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNITED FARM FAMILY LIFE INSURANCE COMPANY.
Plan sponsor
Name
UNITED FARM FAMILY LIFE INSURANCE COMPANY
EIN
35-1097117
Address
P. O. BOX 1250 · INDIANAPOLIS, IN · 462061250
Phone
(317) 692-7200
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
107
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
JOHNSON LAMBERT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INSTIT ASSET MANAGE | 20-4659714 | — | NONE | $412K | — |
| FID INV INST OPS CO | 04-2647786 | — | NONE | $158K | — |
| JOHNSON LAMBERT | 52-1446779 | — | NONE | $18K | — |
| PROCOURSE FIDUCIARY ADVISORS | 45-5291215 | — | NONE | $10K | — |
Investments
4 direct securities · 3 pooled funds· $217.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$183.3M
3 holdings
Uncategorized
$33.9M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIAM 810 YEAR CORPORATE BOND FIDELITY INSTITUTIONAL ASSET MANAGEMENT TR. CO. · EIN 20-4659714 / PN 155 | Common Collective Trust | — | $86.5M | $80.6M | 37.1% | |
| FIAM SHORT DURATION POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TR. CO. · EIN 20-4659714 / PN 016 | Common Collective Trust | — | $62.5M | $66.6M | 30.6% | |
| FIAM LONG CORPORATE A OR BETTER FIDELITY INSTITUTIONAL ASSET MANAGEMENT TR. CO. · EIN 20-4659714 / PN 103 | Common Collective Trust | — | $46.0M | $36.1M | 16.6% | |
| Fidelity Long-Term Treasury Bond Index Fund | — | — | $40.7M | $25.4M | 11.7% | |
| Fidelity Intermediate Treasury Bond Index Fund | — | — | $10.2M | $8.5M | 3.9% | |
| Limited partnership - CID Capital Opportunity Fund II, L.P. | — | — | $281K | $54K | <0.1% | |
| Limited partnership - CID Capital Opportunity Fund I, L.P. | — | — | — | $43K | <0.1% |