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Original filing (PDF)20260115155128NAL0019089731001
FARMERS COOPERATIVE ELEVATOR
Form 5500
FILING_RECEIVED
THE RESTATED CONTRIBUTORY RETIREMENT PLAN FOR COOPERATIVES
Defined-benefit pension plan
Active participants
82
Accounts w/ balance
—
Plan assets (EOY)
$17.8M
Net assets (EOY)
$17.8M
How this plan invests
This plan
10 pooled trusts
Schedule D
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (18 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FARMERS COOPERATIVE ELEVATOR.
Plan sponsor
Name
FARMERS COOPERATIVE ELEVATOR
EIN
42-0243480
Address
PO BOX 24 · ARCADIA, IA · 51430
Phone
(712) 689-2296
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
001
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2026-01-15
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER | 13-2934414 | — | NONE | $16K | — |
| PRINCIPAL FINANCIAL GROUP | 42-0127290 | — | NONE | $16K | — |
Investments
7 direct securities · 10 pooled funds· $17.6M(99% 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
$10.9M
10 holdings
Uncategorized
$6.7M
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRINCIPAL/BLACKROCK S&P 500 INDEX SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | $834K | $2.0M | 11.5% | |
| ALLSPRING CORE BOND CIT F SEI TRUST COMPANY · EIN 94-3222878 / PN 001 | Common Collective Trust | — | $1.8M | $1.9M | 10.5% | |
| Principal/Federated Total Return Bond CIT N Collective Trust Fund 188,519 shares | — | — | $1.7M | $1.9M | 10.4% | |
| PFG/FEDERATED TOTAL RETURN BOND CIT SEI TRUST COMPANY · EIN 46-6584317 / PN 001 | Common Collective Trust | — | $2.1M | $1.9M | 10.4% | |
| Fidelity Real Estate Index Fund Mutual Fund 77,394 shares | — | — | $1.2M | $1.3M | 7.2% | |
| PRINCIPAL/MFS VALUE CIT F SEI TRUST COMPANY · EIN 45-6648640 / PN 001 | Common Collective Trust | — | $582K | $1.2M | 7.0% | |
| PRINCIPAL/BLACKROCK S&P MC INDX CIT SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | $655K | $1.2M | 6.5% | |
| ALPS/CoreCommodity Management Complete Commodities Strategy Fund Mutual Fund 113,404 shares | — | — | $837K | $880K | 4.9% | |
| Invesco Oppenheimer International Growth R6 Fund Mutual Fund 191,401 shares | — | — | $972K | $842K | 4.7% | |
| PRINCIPAL/BLACKROCK INTL EQTY INDEX SEI TRUST COMPANY · EIN 52-2265229 / PN 001 | Common Collective Trust | — | $486K | $835K | 4.7% | |
| American Funds Europacific Growth R6 Fund Mutual Fund 15,145 shares | — | — | $795K | $835K | 4.7% | |
| PFG/MULTI-MANAGER SMALL CAP CIT N SEI TRUST COMPANY · EIN 45-6648658 / PN 001 | Common Collective Trust | — | $387K | $628K | 3.5% | |
| PIMCO High Yield Fund Institutional Class Mutual Fund 74,793 shares | — | — | $634K | $597K | 3.3% | |
| PRINCIPAL/TRP INST LCG MGD CIT F SEI TRUST COMPANY · EIN 45-6648614 / PN 001 | Common Collective Trust | — | $242K | $585K | 3.3% | |
| PRINCIPAL/AB LARGE CAP GROWTH CIT SEI TRUST COMPANY · EIN 92-1443848 / PN 003 | Common Collective Trust | — | $371K | $541K | 3.0% | |
| Fidelity Emerging Markets Index Fund Mutual Fund 40,336 shares | — | — | $426K | $438K | 2.5% | |
| ALLSPRING ST INVESTMENT FUND S1 SEI TRUST COMPANY · EIN 41-6292499 / PN 001 | Common Collective Trust | — | $113K | $113K | 0.6% |
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