Original filing (PDF)20250408145901NAL0011244291001

SOUTHERN FARM BUREAU CASUALTY INSURANCE COMPANY

Name: SOUTHERN FARM BUREAU CASUALTY INSURANCE COMPANY — SFB CASUALTY INS CO RETIREMENT PLAN, Form 5500 (2023)
Creator: SOUTHERN FARM BUREAU CASUALTY INSURANCE COMPANY

Form 5500

FILING_RECEIVED

SFB CASUALTY INS CO RETIREMENT PLAN

Defined-benefit pension plan

Signals · 1

No recordkeeper disclosed

Active participants

1,384

Accounts w/ balance

—

Plan assets (EOY)

$430.8M

Net assets (EOY)

$430.1M

How this plan invests

This plan

3 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

/ 100

Grade B

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 80% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

Plan health

n/a

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOUTHERN FARM BUREAU CASUALTY INSURANCE COMPANY.

Plan sponsor

Name

SOUTHERN FARM BUREAU CASUALTY INSURANCE COMPANY

EIN

64-0288243

Address

PO BOX 1800 · RIDGELAND, MS · 391581800

Phone

(601) 957-7777

Industry

Finance & Insurancesee all

Plan administrator

Name

PENSION COMMITTEE SFB CASUALTY INS CO

EIN

64-0288243

City

RIDGELAND, MS

Phone

(601) 957-7777

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-08

Pension benefit codes

1A · Pay-related DB formula

Audit & trust (Schedule H)

Auditor

HARPER, RAINS, KNIGHT & COMPANY PA

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

3 pooled funds· $70.7M(16% 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.

			% of plan
COMMINGLED PEN TR FDOF JPM CHSE BK JPMORGAN CHASE BANK NA · EIN 16-6038770 / PN 001	Common Collective Trust	$36.5M	8.5%
SNYDER CAPITAL SMALL/MID CAP VALUE HAND COMPOSITE EMPLOYEE BENEFIT TRUST · EIN 74-2008758 / PN 185	Common Collective Trust	$26.6M	6.2%
NT COLLECTIVE (STIF) NORTHERN TRUST INVESTMENTS INC · EIN 45-6138589 / PN 084	Common Collective Trust	$7.6M	1.8%