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Original filing (PDF)20251014143542NAL0006357410001
MID IOWA COOP
Form 5500
FILING_RECEIVED
THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES
401(k) retirement plan
Signals · 1
28% in single holding
Active participants
88
Accounts w/ balance
144
Plan assets (EOY)
$12.5M
Net assets (EOY)
$12.5M
How this plan invests
This plan
18 pooled trusts
Schedule D
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
86
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "SSgA S&P 500 Index Security Lend Series II Common Collective Trust" is 28% of plan.
Helping the score
- Below-peer total fees (6 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MID IOWA COOP.
Plan sponsor
Name
MID IOWA COOP
EIN
42-0131810
Address
PO BOX 80 · BEAMAN, IA · 50609
Phone
(641) 366-2740
Industry
Agriculture, Forestry, Fishing, Huntingsee all
Plan administrator
Name
ASSOCIATED BENEFITS CORPORATION
EIN
42-1279416
City
WEST DES MOINES, IA
Phone
(515) 226-0303
Plan characteristics
Plan number
030
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT | 36-4317381 | — | INVESTMENT ADVISOR | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $8K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLINGTON TRUST CO., NA | — | BOSTON, MA | NONE | $0 | — |
| MASSACHUSETTS FINANCIAL SERVICES CO | 04-2747644 | — | NONE | $0 | — |
| DST ASSET MANAGER SOLUTIONS, INC. | — | KANSAS CITY, MO | NONE | $0 | — |
Investments
5 direct securities · 18 pooled funds· $13.0M(100% of reported assets)
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.
Common Collective Trust
$11.6M
18 holdings
Uncategorized
$1.4M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SSGA SP 500 IDX SL SF CL II PRINCIPAL GLOBAL INVESTORS · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $3.6M | 28.4% | |
| ABC STABLE VALUE FUND SEI TRUST COMPANY · EIN 46-6836772 / PN 001 | Common Collective Trust | — | — | $2.0M | 16.3% | |
| VANGUARD TRGT RTMT 2035 TRUST II FD THE VANGUARD GROUP, INC. · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $937K | 7.5% | |
| WELLINGTON SMALL CAP OPPORTUNITIES WELLINGTON TRUST COMPANY · EIN 04-6913417 / PN 012 | Common Collective Trust | — | — | $777K | 6.2% | |
| VANGUARD TRGT RTMT 2030 TRUST II FD THE VANGUARD GROUP, INC. · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $750K | 6.0% | |
| VANGUARD TRGT RTMT 2040 TRUST II FD THE VANGUARD GROUP, INC. · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $510K | 4.1% | |
| VANGUARD TRGT RTMT 2045 TRUST II FD THE VANGUARD GROUP, INC. · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $425K | 3.4% | |
| (1) Dodge & Cox Income X Fund Mutual Fund | — | — | — | $414K | 3.3% | |
| MFS International Equity R6 Fund Mutual Fund | — | — | — | $388K | 3.1% | |
| SSgA Russell Small Mid Cap Index Class II Common Collective Trust | — | — | — | $348K | 2.8% | |
| SSGA RUSS SM MD CP IDX SL CL II PRINCIPAL GLOBAL INVESTORS · EIN 32-6528132 / PN 019 | Common Collective Trust | — | — | $348K | 2.8% | |
| SSGA US BD IDX SL SF CL XIV PRINCIPAL GLOBAL INVESTORS · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $344K | 2.8% | |
| SSGA GL EQ EXUS IDX SL SF CL II PRINCIPAL GLOBAL INVESTORS · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $310K | 2.5% | |
| VANGUARD TRGT RTMT 2025 TRUST II FD THE VANGUARD GROUP, INC. · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $284K | 2.3% | |
| VANGUARD TRGT RTMT 2050 TRUST II FD THE VANGUARD GROUP, INC. · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $283K | 2.3% | |
| VANGUARD TRGT RTMT 2020 TRUST II FD THE VANGUARD GROUP, INC. · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $260K | 2.1% | |
| VANGUARD TRGT RTMT 2055 TRUST II FD THE VANGUARD GROUP, INC. · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $205K | 1.6% | |
| Vanguard Target Retirement Income Trust II Common Collective Trust | — | — | — | $189K | 1.5% | |
| VANGUARD TRGT RTMT INC TRUST II FD THE VANGUARD GROUP, INC. · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $189K | 1.5% | |
| VANGUARD TRGT RTMT 2065 TRUST II FD THE VANGUARD GROUP, INC. · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $188K | 1.5% | |
| VANGUARD TRGT RTMT 2060 TRUST II FD THE VANGUARD GROUP, INC. · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $154K | 1.2% | |
| Participant Loans (interest rate range 4.25%-9.50%) | — | — | — | $111K | 0.9% | |
| VANGUARD TRGT RTMT 2070 TRUST II FD THE VANGUARD GROUP, INC. · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $25K | 0.2% |