Southern Farm Bureau Casualty Insurance 401(k) and pension plans

Southern Farm Bureau Casualty Insurance Company, Ridgeland, MS. EIN 64-0288243. Annual reports 2009–2024.

Southern Farm Bureau Casualty Insurance Company has 2 active retirement plans on file. The largest is the Southern Farm Bureau and Adopting Companies 401(k) Plan, with 3,583 participants and $528 million in assets in 2024. Principal has been its recordkeeper since 2020.

Active plans: 2
Participants: 5,693
Plan assets: $973 million
401(k) recordkeeper: Principal
Plans on file: 3
Industry: Finance and insurance

All 3 plans

Active plans first

Southern Farm Bureau and Adopting Companies 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 004Employer EIN 64-0288243
Participants (2024): 3,583
Net assets (2024): $528 million
Recordkeeper: PrincipalEarlier: Wells Fargo (2016–2019)
Plan administrator: Southern Farm Bureau Casualty Insurance Company
1800 East County Line RD
Ridgeland, MS 39157
(601) 957-4495As filed for 2024
In effect since: January 1, 2016

Plans merged into this one: Southern Farm Bureau and Adopting Companies 401K Plan (2015).

Year by year, 2016 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	3,583	$528 million	Principal
2023	3,597	$477 million	Principal
2022	3,510	$433 million	Principal
2021	3,939	$527 million	Principal
2020	3,821	$485 million	Principal
2019	3,932	$437 million	Wells Fargo
2018	3,895	$364 million	Wells Fargo
2017	3,870	$391 million	Wells Fargo
2016	3,719	$347 million	Wells Fargo

SFB Casualty Ins Co Retirement Plan

Pension (defined benefit)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 64-0288243
Participants (2024): 2,110
Net assets (2024): $445 million
Plan administrator: Pension Committee SFB Casualty Ins Co
Po Box 1800
Ridgeland, MS 39158
(601) 957-7777As filed for 2024
In effect since: July 1, 1954

Earlier plan names: SFB Casualty Ins Co Retirement Plan and Trust; SFB Casualty Insurance Company Retirement Plan and Trust.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	2,110	$445 million	not listed
2023	2,043	$430 million	not listed
2022	1,979	$428 million	not listed
2021	1,975	$445 million	not listed
2020	2,067	$529 million	not listed
2019	2,092	$453 million	not listed
2018	1,805	$368 million	not listed
2017	1,778	$336 million	not listed
2016	1,771	$301 million	not listed
2015	1,771	$268 million	not listed
2014	1,791	$267 million	not listed
2013	1,807	$234 million	not listed
2012	1,814	$198 million	not listed
2011	1,757	$180 million	not listed
2010	1,772	$168 million	not listed
2009	1,776	$148 million	not listed

Southern Farm Bureau and Adopting Companies 401K Plan

401(k)Merged

Merged. In 2015 its assets moved to the Southern Farm Bureau and Adopting Companies 401(k) Plan, sponsored by Southern Farm Bureau Casualty Insurance Company (EIN 64-0288243, plan 004). Accounts moved with them, so that plan is the one to contact.

Plan number: 003Employer EIN 64-0288243
Participants (2014): 2,198
Net assets (2014): $219 million
Plan administrator: Southern Farm Bureau Casualty Insurance Company
1800 E County Line RD
Ridgeland, MS 39157
(601) 957-4495As filed for 2015
In effect since: February 2, 1982

Year by year, 2013 to 2015

Plan year	Participants	Net assets	Recordkeeper
2015	0	$0	not listed
2014	2,198	$219 million	not listed
2013	2,252	$210 million	not listed

If you had money in one of these plans

Call Principal (principal.com), which runs the Southern Farm Bureau and Adopting Companies 401(k) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((601) 957-4495). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.