Brent Evans signed United Benefits Group's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
United Benefits Group's EIN is 01-0689331.
Download the official 2024 Form 5500 (PDF) for United Benefits Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)United Benefits Group's plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| value | Other securities | — | — | $3.5B | 99.4% | |
| JPMCB GLOBAL SELECT EQUITY FUND JPMORGAN CHASE BANK, NA · EIN 82-2394528 / PN 001 | Common Collective Trust | — | — | $466.3M | 13.3% | |
| JPMCB STRATEGIC PROPERTY FUND JPMORGAN CHASE BANK, NA · EIN 13-6038770 / PN 001 | Common Collective Trust | — | — | $351.6M | 10.0% | |
| JPMCB INCOME FUND JPMORGAN CHASE BANK, NA · EIN 84-2670525 / PN 001 | Common Collective Trust | — | — | $249.7M | 7.1% | |
| JPMCB VALUE ADVANTAGE FUND JPMORGAN CHASE BANK, NA · EIN 26-3467496 / PN 001 | Common Collective Trust | — | — | $174.7M | 5.0% | |
| JPMCB GROWTH ADVANTAGE FUND JPMORGAN CHASE BANK, NA · EIN 26-3467461 / PN 001 | Common Collective Trust | — | — | $169.5M | 4.8% | |
| JPMCB GLOBAL EMERGING MARKETS OPPOR JPMORGAN CHASE BANK, NA · EIN 46-2537381 / PN 001 | Common Collective Trust | — | — | $120.5M | 3.4% | |
| JPMCB CORPORATE HIGH YIELD FUND JPMORGAN CHASE BANK, NA · EIN 13-3869666 / PN 001 | Common Collective Trust | — | — | $118.4M | 3.4% | |
| JPMCB INTERNATIONAL EQUITY FUND JPMORGAN CHASE BANK, NA · EIN 26-0001051 / PN 001 | Common Collective Trust | — | — | $71.2M | 2.0% | |
| JPMCB CORE BOND FUND JPMORGAN CHASE BANK, NA · EIN 20-3847783 / PN 001 | Common Collective Trust | — | — | $61.1M | 1.7% | |
| JPMCB MID CAP CORE FUND JPMORGAN CHASE BANK, NA · EIN 45-5488675 / PN 001 | Common Collective Trust | — | — | $42.5M | 1.2% | |
| JPMCB HIGH YIELD BOND FUND JPMORGAN CHASE BANK, NA · EIN 20-4786224 / PN 001 | Common Collective Trust | — | — | $34.9M | 1.0% | |
| JPMCB LIQUIDITY FUND JPMORGAN CHASE BANK, NA · EIN 13-6285055 / PN 001 | Common Collective Trust | — | — | $30.1M | 0.9% | |
| JPMCB EMERGING MARKETS EQUITY FOCUS JPMORGAN CHASE BANK, NA · EIN 13-4179575 / PN 001 | Common Collective Trust | — | — | $6.1M | 0.2% | |
| JPMCB EQUITY INDEX FUND JPMORGAN CHASE BANK, NA · EIN 20-2266703 / PN 001 | Common Collective Trust | — | — | $4.9M | 0.1% | |
| JPMCB EQUITY COMPLETION FUND JPMORGAN CHASE BANK, NA · EIN 86-3734775 / PN 001 | Common Collective Trust | — | — | $4.9M | 0.1% | |
| JPMCB EAFE EQUITY INDEX FUND JPMORGAN CHASE BANK, NA · EIN 81-5213748 / PN 001 | Common Collective Trust | — | — | $1.4M | <0.1% | |
| JPMCB MAS FLEXIBLE ALLOCATION SECUR JPMORGAN CHASE BANK, NA · EIN 86-3773682 / PN 001 | Common Collective Trust | — | — | $1.1M | <0.1% | |
| Current $ | Other securities | — | — | $823K | <0.1% | |
| Currentvalue $ - | Other securities | — | $985K | $621K | <0.1% | |
| JPMCB EUROPE DYNAMIC HD EQUITY JPMORGAN CHASE BANK, NA · EIN 47-2802690 / PN 001 | Common Collective Trust | — | — | $592K | <0.1% | |
| Currentvalue $ - | Other securities | — | $452K | $448K | <0.1% | |
| Currentvalue $ - | Other securities | — | $66K | $83K | <0.1% | |
| Currentvalue $ | Other securities | — | $80K | $81K | <0.1% | |
| Currentvalue $ - | Other securities | — | $96K | $66K | <0.1% | |
| Currentvalue $ 59,375 | Other securities | — | $59K | $51K | <0.1% | |
| Currentvalue $ - | Other securities | — | $81K | $35K | <0.1% | |
| Currentvalue $ - | Other securities | — | $70K | $34K | <0.1% | |
| JPMCB INCOME FUND CLOSED-END JPMORGAN CHASE BANK, NA · EIN 84-2670525 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| JPMCB US ACTIVE VALUE FUND JPMORGAN CHASE BANK, NA · EIN 13-7275156 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| HARBOURVEST PARTNERS V-PARTNERS FD HARBOURVEST PARTNERS, LLC · EIN 04-3349964 / PN 001 | 103-12 Investment Entity | — | — | $0 | <0.1% |
| SANDTON CAPITAL SOLUTIONS V |
| 98-1590786 |
| — |
| INVESTMENT MANAGEMENT |
| $3.7M |
| — |
| BLACKROCK RE PARTNERS X | 88-2405544 | — | INVESTMENT MANAGEMENT | $1.1M | — |
| BLACKROCK RE PARTNERS IX | 83-2580229 | — | INVESTMENT MANAGEMENT | $728K | — |
| PERCEPTIVE | 98-1669430 | — | INVESTMENT MANAGEMENT | $700K | — |
| SANDTON CAPITAL SOLUTIONS IV | 98-1304643 | — | INVESTMENT MANAGEMENT | $499K | — |
| KING STREET GLOBAL II | 98-1648454 | — | INVESTMENT MANAGEMENT | $464K | — |
| SANDTON | — | NEW YORK, NY | INVESTMENT MANAGEMENT | $297K | — |
| KINGSTREET GLOBAL DRAWDOWN FUND | 98-1532208 | — | INVESTMENT MANAGEMENT | $254K | — |
| FORTRESS LENDING FUND II | 85-0602433 | — | INVESTMENT MANAGEMENT | $192K | — |
| BLACKROCK REAL ESTATE PARTNERS VIII | 47-3395623 | — | INVESTMENT MANAGEMENT | $159K | — |
| SANDTON CAPITAL SOLUTIONS VI | 11-3454196 | — | INVESTMENT MANAGEMENT | $155K | — |
| DEMARCHE ASSOCIATES, INC. | 43-1493130 | — | INVESTMENT ADVISORY | $151K | — |
| FORTRESS LENDING III | 85-0909321 | — | INVESTMENT MANAGEMENT | $110K | — |
| SHOOK HARDY & BACON, LLP | 44-0585497 | — | INVESTMENT MANAGEMENT | $65K | — |
| STARWOOD OPPORTUNITY FUND X, LP | 46-5025918 | — | INVESTMENT MANAGEMENT | $40K | — |
| CRESTLINE OPPORTUNITY FUND | 98-1444540 | — | INVESTMENT MANAGEMENT | $10K | — |
| TCI REAL ESTATE PARTNERS FUND II | 35-2565434 | — | INVESTMENT MANAGEMENT | $10K | — |
| STARWOOD INT OPP FUND IX INV LP | 45-3722427 | — | INVESTMENT MANAGEMENT | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JPMORGAN CHASE BANK, NA | 13-4994650 | — | TRUSTEE AND INV MGMT | $17.2M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ CPAS P.C. | 43-1947695 | — | AUDITOR | $61K | — |
| CBIZ | — | KANSAS CITY, MO | TAX ACCOUNTING | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING, INC. | 36-2235791 | — | ACTUARY | $228K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROPRINT, INC. | 43-1337788 | — | NONE | $62K | — |
| PENSION BENEFIT INFORMATION LLC | 82-2042737 | — | NONE | $44K | — |
