2023 Form 5500 filing — Co-Op Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250115121844NAL0011754451001) for Co-Op Retirement Plan, reported by United Benefits Group under EIN 01-0689331 and plan number 001. It reports 37,354 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115121844NAL0011754451001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- United Benefits Group
- EIN
- 01-0689331
- Plan number
- 001
- Location
- Kansas City, MO
- Participants
- 37,354
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,457,605,028
- Total liabilities (EOY)
- $8,284,463
- Net assets (EOY)
- $3,449,320,565
- Employer contributions
- $15,515,851
- Participant contributions
- $33,133,597
- Total income / additions
- $285,109,030
- Benefits paid
- $180,932,236
- Administrative expenses
- $21,729,460
- Total expenses
- $202,661,696
- Net increase / (decrease)
- $82,447,334
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jpmorgan Chase Bank, Na | TRUSTEE AND INV MGMT | $16,458,936 | $0 |
| Blackrock Re Partners X | INVESTMENT MANAGEMENT | $1,161,319 | not reported in the loaded dataset |
| Blackrock Re Partners Ix | INVESTMENT MANAGEMENT | $620,600 | not reported in the loaded dataset |
| Perceptive | INVESTMENT MANAGEMENT | $470,702 | not reported in the loaded dataset |
| Kingstreet Global Drawdown Fund | INVESTMENT MANAGEMENT | $396,305 | not reported in the loaded dataset |
| Aon Consulting, Inc. | ACTUARY | $287,607 | not reported in the loaded dataset |
| Blackrock Real Estate Partners Viii | INVESTMENT MANAGEMENT | $222,625 | not reported in the loaded dataset |
| Fortress Lending Fund Ii | INVESTMENT MANAGEMENT | $211,660 | not reported in the loaded dataset |
| Demarche Associates, Inc. | INVESTMENT ADVISORY | $142,980 | not reported in the loaded dataset |
| Sandton Capital Solutions V | INVESTMENT MANAGEMENT | $117,500 | not reported in the loaded dataset |
| Crestline Opportunity Fund | INVESTMENT MANAGEMENT | $96,072 | not reported in the loaded dataset |
| Fortress Lending Iii | INVESTMENT MANAGEMENT | $90,879 | not reported in the loaded dataset |
| Proprint, Inc. | NONE | $65,394 | not reported in the loaded dataset |
| Shook Hardy & Bacon, Llp | INVESTMENT MANAGEMENT | $64,278 | not reported in the loaded dataset |
| Cbiz Cpas P.C. | AUDITOR | $52,185 | not reported in the loaded dataset |
| Cbiz Advisors | ACCOUNTING | $21,210 | not reported in the loaded dataset |
| Pension Benefit Information LLC | NONE | $12,919 | not reported in the loaded dataset |
| Tci Real Estate Partners Fund Ii | INVESTMENT MANAGEMENT | $9,965 | not reported in the loaded dataset |