Co-Op Retirement Plan — Form 5500 plan (United Benefits Group)
Plain-English plan 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, Co-Op Retirement Plan is a benefit plan reported by United Benefits Group under EIN 01-0689331 and plan number 001. The latest loaded filing year is 2023. The filing reports 37,354 participants and $3,457,605,028 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Benefits Group
- EIN
- 01-0689331
- Plan number
- 001
- Plan type
- 3
- Location
- Kansas City, MO
- Latest filing year
- 2023
- Participants
- 37,354
- End-of-year plan assets
- $3,457,605,028
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 37,354 | H, C | 20250115121844NAL0011754451001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,457,605,028
- Total liabilities (EOY)
- $8,284,463
- Net assets (EOY)
- $3,449,320,565
- Net assets (BOY)
- $3,366,873,231
Income & contributions
- Employer contributions
- $15,515,851
- Participant contributions
- $33,133,597
- Total contributions
- $48,649,448
- Total income / additions
- $285,109,030
Expenses & distributions
- Benefits paid
- $180,932,236
- Administrative expenses
- $21,729,460
- Total expenses
- $202,661,696
- Net increase / (decrease)
- $82,447,334
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Jpmorgan Chase Bank, Na | TRUSTEE AND INV MGMT | $16,458,936 | $0 | 2023 |
| Blackrock Re Partners X | INVESTMENT MANAGEMENT | $1,161,319 | not reported in the loaded dataset | 2023 |
| Blackrock Re Partners Ix | INVESTMENT MANAGEMENT | $620,600 | not reported in the loaded dataset | 2023 |
| Perceptive | INVESTMENT MANAGEMENT | $470,702 | not reported in the loaded dataset | 2023 |
| Kingstreet Global Drawdown Fund | INVESTMENT MANAGEMENT | $396,305 | not reported in the loaded dataset | 2023 |
| Aon Consulting, Inc. | ACTUARY | $287,607 | not reported in the loaded dataset | 2023 |
| Blackrock Real Estate Partners Viii | INVESTMENT MANAGEMENT | $222,625 | not reported in the loaded dataset | 2023 |
| Fortress Lending Fund Ii | INVESTMENT MANAGEMENT | $211,660 | not reported in the loaded dataset | 2023 |
| Demarche Associates, Inc. | INVESTMENT ADVISORY | $142,980 | not reported in the loaded dataset | 2023 |
| Sandton Capital Solutions V | INVESTMENT MANAGEMENT | $117,500 | not reported in the loaded dataset | 2023 |
| Crestline Opportunity Fund | INVESTMENT MANAGEMENT | $96,072 | not reported in the loaded dataset | 2023 |
| Fortress Lending Iii | INVESTMENT MANAGEMENT | $90,879 | not reported in the loaded dataset | 2023 |
| Proprint, Inc. | NONE | $65,394 | not reported in the loaded dataset | 2023 |
| Shook Hardy & Bacon, Llp | INVESTMENT MANAGEMENT | $64,278 | not reported in the loaded dataset | 2023 |
| Cbiz Cpas P.C. | AUDITOR | $52,185 | not reported in the loaded dataset | 2023 |
| Cbiz Advisors | ACCOUNTING | $21,210 | not reported in the loaded dataset | 2023 |
| Pension Benefit Information LLC | NONE | $12,919 | not reported in the loaded dataset | 2023 |
| Tci Real Estate Partners Fund Ii | INVESTMENT MANAGEMENT | $9,965 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Benefits Group
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Kansas City, MO
- Jpmorgan Chase Bank, Na — Schedule C compensation
- Blackrock Re Partners X — Schedule C compensation
- Blackrock Re Partners Ix — Schedule C compensation
- Perceptive — Schedule C compensation
- Kingstreet Global Drawdown Fund — Schedule C compensation
- Aon Consulting, Inc. — Schedule C compensation
- Blackrock Real Estate Partners Viii — Schedule C compensation
- Fortress Lending Fund Ii — Schedule C compensation
- Demarche Associates, Inc. — Schedule C compensation
- Sandton Capital Solutions V — Schedule C compensation
- Crestline Opportunity Fund — Schedule C compensation
- Fortress Lending Iii — Schedule C compensation
- Proprint, Inc. — Schedule C compensation
- Shook Hardy & Bacon, Llp — Schedule C compensation
- Cbiz Cpas P.C. — Schedule C compensation
- Cbiz Advisors — Schedule C compensation
- Pension Benefit Information LLC — Schedule C compensation
- Tci Real Estate Partners Fund Ii — Schedule C compensation