Original filing (PDF)20250926080127NAL0011559219001

ALFA MUTUAL INSURANCE COMPANY

Name: ALFA MUTUAL INSURANCE COMPANY — SAVINGS AND PROFIT SHARING PLAN AND TRUST AGREEMENT OF ALFA MUTUAL INSURANCE COMPANY, Form 5500 (2024)
Creator: ALFA MUTUAL INSURANCE COMPANY

Form 5500

FILING_RECEIVED

SAVINGS AND PROFIT SHARING PLAN AND TRUST AGREEMENT OF ALFA MUTUAL INSURANCE COMPANY

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

2,358

Accounts w/ balance

2,718

Plan assets (EOY)

$271.9M

Net assets (EOY)

$271.9M

How this plan invests

This plan

6 pooled trusts

Schedule D

30 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

100

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALFA MUTUAL INSURANCE COMPANY.

Plan sponsor

Name

ALFA MUTUAL INSURANCE COMPANY

EIN

63-0262164

Address

2108 EAST SOUTH BLVD · PO BOX 11000 · MONTGOMERY, AL · 361910001

Phone

(334) 612-5353

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-26

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

Service providers (Schedule C)

2 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
SEI INVESTMENTS CO	23-1707341	—	INVESTMENT ADVISORY	$106K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$234K	—

Investments

30 direct securities · 6 pooled funds· $441.1M(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.

Other securities

$241.0M

29 holdings

Common Collective Trust

$199.8M

6 holdings

Common Collective Trusts

$335K

1 holding

					% of plan
SEI TARGET DATE 2060 FUND CT-1 SEI TRUST COMPANY · EIN 26-2148925 / PN 031	Common Collective Trust	—	—	$141.5M	52.0%
SSGA S&P 500 INDEX NL K FUND STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 388	Common Collective Trust	—	—	$38.7M	14.2%
State Street Equity 500 Index Fund	Other securities	685,629	—	$31.0M	11.4%
SEI Target Date 2030 Fund	Other securities	673,641	—	$24.6M	9.1%
SEI Target Date 2035 Fund	Other securities	598,354	—	$23.6M	8.7%
SEI Target Date 2040 Fund	Other securities	534,081	—	$21.7M	8.0%
SEI Institutional Investment Trust - Large Cap Fund	Other securities	1,451,132	—	$20.4M	7.5%
SEI Institutional Investment Trust - U.S. Equity Factor Allocation Fund	Other securities	1,455,107	—	$18.1M	6.7%
SEI Target Date 2045 Fund	Other securities	402,772	—	$16.3M	6.0%
PIMCO STABLE INCOME FD CL 1 SEI TRUST COMPANY · EIN 45-4367155 / PN 036	Common Collective Trust	—	—	$13.6M	5.0%
PIMCO Stable Income Fund	Other securities	117,263	—	$13.0M	4.8%
SEI Target Date 2025 Fund	Other securities	364,695	—	$11.8M	4.3%
SEI Target Date 2050 Fund	Other securities	267,063	—	$10.8M	4.0%
Charles Schwab Self-Directed Brokerage Accounts	Other securities	—	—	$5.6M	2.1%
SEI Target Date 2060 Fund	Other securities	299,480	—	$5.3M	2.0%
SEI Target Date 2055 Fund	Other securities	295,958	—	$5.2M	1.9%
SSGA RUSSELL SM/MD CAP IN NL K STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 461	Common Collective Trust	—	—	$4.8M	1.8%
SEI Institutional Investment Trust - Core Fixed Income Fund	Other securities	522,433	—	$4.7M	1.7%
SEI Institutional Investments U.S. Managed Volatility Fund	Other securities	420,203	—	$4.6M	1.7%
SEI Institutional Investment Trust - World Equity Ex-U.S. Fund	Other securities	351,461	—	$4.1M	1.5%
State Street Small/Mid Cap Equity Index Fund	Other securities	175,985	—	$4.0M	1.5%
Notes receivable from participants	Other securities	—	—	$3.9M	1.4%
SEI Target Date 2020 Fund	Other securities	84,713	—	$2.4M	0.9%
SEI Target Date 2015 Fund	Other securities	94,031	—	$2.4M	0.9%
SEI Target Date 2010 Fund	Other securities	99,727	—	$2.3M	0.9%
SEI Small Cap II Fund	Other securities	209,501	—	$2.3M	0.8%
SEI Retirement Income Fund	Other securities	69,363	—	$1.4M	0.5%
State Street Global All Cap Equity ex-U.S. Index Fund	Other securities	60,019	—	$896K	0.3%
SSGA GL AL CP EQ X-US IDX NL K STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 456	Common Collective Trust	—	—	$869K	0.3%
Acadian Collective Investment Trust	Common Collective Trusts	26,715	—	$335K	0.1%
ACADIAN COLLECTIVE INTL EQUITY ACADIAN · EIN 47-3984728 / PN 081	Common Collective Trust	—	—	$330K	0.1%
SEI Emerging Markets Debt Fund	Other securities	30,951	—	$266K	<0.1%
SEI Institutional Investment Fund - Opportunistic Income Fund Class A	Other securities	16,731	—	$132K	<0.1%
SEI Institutional Investment Trust - High Yield Bond Fund	Other securities	18,318	—	$131K	<0.1%
SEI Emerging Markets Equity Fund	Other securities	12,700	—	$115K	<0.1%
SEI Government F (SDIT)	Other securities	983	—	$983	<0.1%