United Farm Family Life Insurance 401(k) match, vesting and fees
What United Farm Family Life 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 | Fidelity Invest Inst Op | Schedule C ↗ |
| Independent auditor | Johnson Lambert LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 214 defined-contribution plans in finance and insurance with 1,000 to 4,999 participants.
| United Farm Family Life Insurance: employer contribution per participant | $8,276 | |
| Peer median | $3,266 |
| United Farm Family Life Insurance: average balance | $193,516 | |
| Peer median | $137,177 |
| United Farm Family Life Insurance: admin expenses ÷ assets | 0.05% | |
| Peer median | 0.08% |
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 $290M at the end of plan year 2021 to $326M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 1,732 | $326M | $14M | $8,276 | 0.05% | Not published | Form 5500 ↗ |
| 2024 | 1,702 | $291M | $11.7M | $7,048 | 0.07% | Not published | Form 5500 ↗ |
| 2023 | 1,714 | $268M | $12.1M | $7,229 | 0.07% | Not published | Form 5500 ↗ |
| 2022 | 1,672 | $246M | $11.3M | $6,917 | 0.08% | Not published | Form 5500 ↗ |
| 2021 | 1,616 | $290M | $12M | $7,659 | 0.03% | Not published | Form 5500 ↗ |
Other United Farm Family Life Insurance plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Indiana Farm Bureau 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.
| Recordkeeper | Fid Inv Inst Ops Co | Schedule C ↗ |
| Independent auditor | Johnson Lambert LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does United Farm Family Life Insurance match 401(k) contributions?
The match terms for the Indiana Farm Bureau Companies Employees' 401(k) Savings Plan have not been published from its filing yet. The plan year 2025 filing reports $14M in employer contributions, about $8,276 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the United Farm Family Life Insurance 401(k) match vested?
The vesting schedule for the Indiana Farm Bureau Companies Employees' 401(k) Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the United Farm Family Life Insurance 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Fidelity Invest Inst Op. The plan administrator is United Farm Family Life Insurance.
I left United Farm Family Life Insurance. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (United Farm Family Life Insurance, (317) 692-7200) or the recordkeeper, Fidelity Invest Inst Op. The United Farm Family Life Insurance old 401(k) page lists the contacts from every plan filing. Find an old United Farm Family Life Insurance 401(k)
Data from the public Form 5500 annual reports United Farm Family Life Insurance filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 United Farm Family Life Insurance. Not financial advice. Report a correction · Methodology