Co Op Retirement Plan
Sponsored by United Benefits Group · EIN 010689331 · Plan #001 · Kansas City, MO
- Total assets
- $3.5B
- Net assets
- $3.5B
- Active participants
- 14,814
- With balances
- 0
Plan year beginning 04/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Demarche Associates Inc CRD 105500 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Jpmorgan Chase Bank, Na | Contract administrator, Recordkeeping, Custodial (other) | $17,241,543 |
| Sandton Capital Solutions V | Investment management, Investment management fees (direct) | $3,726,743 |
| Blackrock Re Partners X | Investment management, Investment management fees (direct) | $1,050,000 |
| Blackrock Re Partners Ix | Investment management, Investment management fees (direct) | $728,092 |
| Perceptive | Investment management, Investment management fees (direct) | $699,619 |
| Sandton Capital Solutions Iv | Investment management, Investment management fees (direct) | $498,507 |
| King Street Global Ii | Investment management, Investment management fees (direct) | $463,812 |
| Sandton | Investment management, Investment management fees (direct) | $297,126 |
| Kingstreet Global Drawdown Fund | Investment management, Investment management fees (direct) | $254,354 |
| Aon Consulting, Inc. | Actuarial, Direct payment from the plan | $228,192 |
| Fortress Lending Fund Ii | Investment management, Investment management fees (direct) | $191,699 |
| Blackrock Real Estate Partners Viii | Investment management, Investment management fees (direct) | $158,840 |
| Sandton Capital Solutions Vi | Investment management, Investment management fees (direct) | $154,685 |
| Demarche Associates, Inc. | Consulting (pension), Investment advisory (plan), Direct payment from the plan | $150,925 |
| Fortress Lending Iii | Investment management, Investment management fees (direct) | $109,655 |
| Shook Hardy & Bacon, Llp | Investment management, Investment management fees (direct) | $64,885 |
| Proprint, Inc. | Copying and duplicating, Direct payment from the plan | $62,083 |
| Cbiz Cpas P.C. | Accounting, Direct payment from the plan | $60,898 |
| Pension Benefit Information Llc | Other services, Direct payment from the plan | $43,589 |
| Starwood Opportunity Fund X, Lp | Investment management, Investment management fees (direct) | $39,685 |
| Cbiz | Accounting, Direct payment from the plan | $19,950 |
| Crestline Opportunity Fund | Investment management, Investment management fees (direct) | $10,437 |
| Tci Real Estate Partners Fund Ii | Investment management, Investment management fees (direct) | $9,760 |
| Starwood Int Opp Fund Ix Inv Lp | Investment management, Investment management fees (direct) | $6,273 |