Southern Farm Bureau Casualty Insurance 401(k) match, vesting and fees
What Southern Farm Bureau Casualty Insurance's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Harper, Rains, Knight & Company (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 673 defined-contribution plans in finance and insurance with 1,000 to 4,999 participants.
| Southern Farm Bureau Casualty Insurance: employer contribution per participant | $2,377 | |
| Peer median | $2,966 |
| Southern Farm Bureau Casualty Insurance: average balance | $152,391 | |
| Peer median | $104,792 |
| Southern Farm Bureau Casualty Insurance: admin expenses ÷ assets | 0.05% | |
| Peer median | 0.10% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $477M at the end of plan year 2023 to $528M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 3,583 | $528M | $8.2M | $2,377 | 0.05% | Not published | Form 5500 ↗ |
| 2023 | 3,597 | $477M | $7.9M | $2,279 | 0.05% | Not published | Form 5500 ↗ |
Other Southern Farm Bureau Casualty Insurance plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Sfb Casualty Ins Co Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Harper, Rains, Knight & Company PA (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Southern Farm Bureau Casualty Insurance match 401(k) contributions?
The match terms for the Southern Farm Bureau and Adopting Companies 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $8.2M in employer contributions, about $2,377 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Southern Farm Bureau Casualty Insurance 401(k) match vested?
The vesting schedule for the Southern Farm Bureau and Adopting Companies 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Southern Farm Bureau Casualty Insurance 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Southern Farm Bureau Casualty Insurance Company.
I left Southern Farm Bureau Casualty Insurance. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Southern Farm Bureau Casualty Insurance Company, (601) 957-4495) or the recordkeeper, Principal Life Insurance Company. The Southern Farm Bureau Casualty Insurance old 401(k) page lists the contacts from every plan filing. Find an old Southern Farm Bureau Casualty Insurance 401(k)
Data from the public Form 5500 annual reports Southern Farm Bureau Casualty Insurance filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Southern Farm Bureau Casualty Insurance. Not financial advice. Report a correction · Methodology