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Original filing (PDF)20251015210434NAL0007461232001
BOARD OF TRUSTEES OF THE COOPERATIVE WELFARE BENEFITS FUND
Form 5500
FILING_RECEIVED
ASSOCIATED BENEFITS CORPORATION SECTION 125 PLAN
Health & welfare plan
Signals · 2
~466 bps in Sched C feesNo recordkeeper disclosed
Active participants
1,890
Accounts w/ balance
—
Plan assets (EOY)
$588K
Net assets (EOY)
$368K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 466 bps in Schedule C fees — 195% above peer band of 158 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES OF THE COOPERATIVE WELFARE BENEFITS FUND.
Plan sponsor
Name
BOARD OF TRUSTEES OF THE COOPERATIVE WELFARE BENEFITS FUND
EIN
42-1294150
Address
1415 28TH STREET, SUITE 100 · WEST DES MOINES, IA · 502661450
Phone
(515) 226-0303
Industry
Finance & Insurancesee all
Plan administrator
Name
ASSOCIATED BENEFITS CORPORATION
EIN
42-1279416
City
WEST DES MOINES, IA
Phone
(515) 226-0303
Plan characteristics
Plan number
502
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Welfare benefit codes
4Q · Other
4T · Long-Term Care
4B · Life Insurance
4E · Vision
4H · Long-Term Disability
4L · Death Benefits (other than life insurance)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO BANK, N.A. | 94-1347393 | — | TRUSTEE BANK | $9K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSOCIATED BENEFITS CORPORATION | 42-1279416 | — | PLAN ADMIN | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ CPAS P.C. | 43-1947695 | — | AUDITOR | $18K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.