Kelly Hayertz signed United Farmers Cooperative's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
United Farmers Cooperative's EIN is 42-0241770.
Download the official 2023 Form 5500 (PDF) for United Farmers Cooperative from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)United Farmers Cooperative's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLINGTON TRUST CO., NA | — | BOSTON, MA | NONE | $0 | — |
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.
| % of plan | |||
|---|---|---|---|
| ABC STABLE VALUE FUND SEI TRUST COMPANY · EIN 46-6836772 / PN 001 | Common Collective Trust | $0 | — |
| SSGA S&P 500 INDEX FUND STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 306 | Common Collective Trust | $0 | — |
| SSGA U.S. BOND INDEX FUND STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 178 | Common Collective Trust | $0 | — |
| SSGA RUSSELL SMALL/MID-CAP INDEX FD STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 167 | Common Collective Trust | $0 | — |
| SSGA GLOBAL EQUITY FUND STATE STREET BANK AND TRUST COMPANY · EIN 32-6528132 / PN 017 | Common Collective Trust | $0 | — |
| WELLINGTON SMALL CAP OPPORTUNITIES WELLINGTON TRUST COMPANY · EIN 04-6913417 / PN 012 | Common Collective Trust | $0 | — |
| VANGUARD TRGT RTMT INC TRUST II FD THE VANGUARD GROUP, INC. · EIN 90-6083967 / PN 001 | Common Collective Trust | $0 | — |
| VANGUARD TRGT RTMT 2015 TRUST II FD THE VANGUARD GROUP, INC. · EIN 90-6083984 / PN 001 | Common Collective Trust | $0 | — |
| VANGUARD TRGT RTMT 2020 TRUST II FD THE VANGUARD GROUP, INC. · EIN 90-6083982 / PN 001 | Common Collective Trust | $0 | — |
| VANGUARD TRGT RTMT 2025 TRUST II FD THE VANGUARD GROUP, INC. · EIN 90-6083980 / PN 001 | Common Collective Trust | $0 | — |
| VANGUARD TRGT RTMT 2030 TRUST II FD THE VANGUARD GROUP, INC. · EIN 90-6083978 / PN 001 | Common Collective Trust | $0 | — |
| VANGUARD TRGT RTMT 2035 TRUST II FD THE VANGUARD GROUP, INC. · EIN 90-6083976 / PN 001 | Common Collective Trust | $0 | — |
| VANGUARD TRGT RTMT 2040 TRUST II FD THE VANGUARD GROUP, INC. · EIN 90-6083974 / PN 001 | Common Collective Trust | $0 | — |
| VANGUARD TRGT RTMT 2045 TRUST II FD THE VANGUARD GROUP, INC. · EIN 90-6083972 / PN 001 | Common Collective Trust | $0 | — |
| VANGUARD TRGT RTMT 2050 TRUST II FD THE VANGUARD GROUP, INC. · EIN 90-6083970 / PN 001 | Common Collective Trust | $0 | — |
| VANGUARD TRGT RTMT 2055 TRUST II FD THE VANGUARD GROUP, INC. · EIN 27-6715091 / PN 001 | Common Collective Trust | $0 | — |
| VANGUARD TRGT RTMT 2060 TRUST II FD THE VANGUARD GROUP, INC. · EIN 45-3799419 / PN 001 | Common Collective Trust | $0 | — |
| VANGUARD TRGT RTMT 2065 TRUST II FD THE VANGUARD GROUP, INC. · EIN 82-6194314 / PN 001 | Common Collective Trust | $0 | — |
| VANGUARD TRGT RTMT 2070 TRUST II FD THE VANGUARD GROUP, INC. · EIN 87-7039453 / PN 001 | Common Collective Trust | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSOCIATED BENEFITS CORPORATION | 42-1279416 | — | PLAN ADMINISTRATOR | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MASSACHUSETTS FINANCIAL SERVICES CO | 04-2747644 | — | NONE | $0 | — |
| DST ASSET MANAGER SOLUTIONS, INC. | — | KANSAS CITY, MO | NONE | $0 | — |
