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Original filing (PDF)20260107130505NAL0007711409001
NEW COOPERATIVE, INC.
Form 5500
FILING_RECEIVED
THE RESTATED NONCONTRIBUTORY RETIREMENT PLAN FOR COOPERATIVES
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
413
Accounts w/ balance
—
Plan assets (EOY)
$154.7M
Net assets (EOY)
$154.6M
How this plan invests
This plan
10 pooled trusts
Schedule D
10 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 13 bps in Schedule C fees — modestly above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEW COOPERATIVE, INC..
Plan sponsor
Name
NEW COOPERATIVE, INC.
EIN
42-1009976
Address
PO BOX 818 · FORT DODGE, IA · 505019940
Phone
(515) 955-2040
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
020
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2026-01-07
Pension benefit codes
1A · Pay-related DB formula
3H · Sponsor in controlled / affiliated group
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 |
|---|---|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP | 42-0127290 | — | NONE | $138K | — |
| MERCER | 13-2934414 | — | NONE | $70K | — |
Investments
10 pooled funds· $95.1M(61% 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.
| 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 | — | — | $17.5M | 11.3% | |
| ALLSPRING CORE BOND CIT N SEI TRUST COMPANY · EIN 94-3222878 / PN 001 | Common Collective Trust | — | — | $16.4M | 10.6% | |
| PFG/FEDERATED TOTAL RETURN BOND CIT SEI TRUST COMPANY · EIN 46-6584317 / PN 001 | Common Collective Trust | — | — | $16.3M | 10.5% | |
| PRINCIPAL/MFS VALUE CIT N SEI TRUST COMPANY · EIN 45-6648640 / PN 001 | Common Collective Trust | — | — | $10.9M | 7.1% | |
| PRINCIPAL/BLACKROCK S&P MC INDX CIT SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | — | $10.2M | 6.6% | |
| PRINCIPAL/BLACKROCK INTL EQTY INDEX SEI TRUST COMPANY · EIN 52-2265229 / PN 001 | Common Collective Trust | — | — | $7.3M | 4.7% | |
| PFG/MULTI-MANAGER SMALL CAP CIT N SEI TRUST COMPANY · EIN 45-6648658 / PN 001 | Common Collective Trust | — | — | $5.5M | 3.6% | |
| PRINCIPAL/TRP INST LCG MGD CIT N SEI TRUST COMPANY · EIN 45-6648614 / PN 001 | Common Collective Trust | — | — | $5.0M | 3.2% | |
| PRINCIPAL/AB LARGE CAP GROWTH CIT SEI TRUST COMPANY · EIN 92-1443848 / PN 003 | Common Collective Trust | — | — | $5.0M | 3.2% | |
| ALLSPRING ST INVESTMENT FUND S1 SEI TRUST COMPANY · EIN 41-6292499 / PN 001 | Common Collective Trust | — | — | $918K | 0.6% |
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