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Original filing (PDF)20250821171550NAL0004392705001
AGTEGRA COOPERATIVE
Form 5500
FILING_RECEIVED
UBG 401(K) - AGTEGRA
401(k) retirement plan
Active participants
861
Accounts w/ balance
892
Plan assets (EOY)
$69.1M
Net assets (EOY)
$69.1M
How this plan invests
This plan
19 pooled trusts
Schedule D
18 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AGTEGRA COOPERATIVE.
Plan sponsor
Name
AGTEGRA COOPERATIVE
EIN
46-0191930
Address
908 LAMONT STREET SOUTH · ABERDEEN, SD · 57401
Phone
(605) 225-5500
Industry
Agriculture, Forestry, Fishing, Huntingsee all
Plan administrator
Name
UNITED BENEFITS GROUP
EIN
01-0689331
City
KANSAS CITY, MO
Phone
(816) 459-3300
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-21
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GARDINER + COMPANY, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $65K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INTELLICENTS INVESTMENT SOLUTIONS I | — | ALBERT LEA, MN | INVESTMENT ADVISOR | $5K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED BENEFITS GROUP | — | KANSAS CITY, MO | CONTRACT ADMIN | $40K | — |
Investments
19 pooled funds· $43.1M(62% 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 |
|---|---|---|---|---|---|---|
| INTELLICENTS MODERATELY AGGRESSIVE ALTA TRUST · EIN 86-3914399 / PN 001 | Common Collective Trust | — | — | $4.4M | 6.4% | |
| BLACKROCK LIFEPATH INDEX 2035 FUND GREAT GRAY · EIN 26-3770263 / PN 152 | Common Collective Trust | — | — | $4.3M | 6.2% | |
| BLACKROCK LIFEPATH INDEX 2040 FUND GREAT GRAY · EIN 26-3770208 / PN 151 | Common Collective Trust | — | — | $4.2M | 6.1% | |
| BLACKROCK LIFEPATH INDEX 2045 FUND GREAT GRAY · EIN 26-3770058 / PN 150 | Common Collective Trust | — | — | $3.8M | 5.5% | |
| BLACKROCK LIFEPATH INDEX RETIREMENT GREAT GRAY · EIN 26-3773846 / PN 157 | Common Collective Trust | — | — | $3.7M | 5.4% | |
| BLACKROCK LIFEPATH INDEX 2050 FUND GREAT GRAY · EIN 26-3763061 / PN 149 | Common Collective Trust | — | — | $3.1M | 4.4% | |
| BLACKROCK LIFEPATH INDEX 2030 FUND GREAT GRAY · EIN 26-3770302 / PN 153 | Common Collective Trust | — | — | $2.9M | 4.2% | |
| BLACKROCK LIFEPATH INDEX 2060 FUND GREAT GRAY · EIN 47-2700166 / PN 158 | Common Collective Trust | — | — | $2.4M | 3.4% | |
| BLACKROCK TOTAL RETURN BOND CL 6 GREAT GRAY · EIN 82-2941483 / PN 264 | Common Collective Trust | — | — | $1.9M | 2.8% | |
| INTELLICENTS MODERATELY CONSERVATIV ALTA TRUST · EIN 86-3883297 / PN 001 | Common Collective Trust | — | — | $1.9M | 2.7% | |
| BLACKROCK MSCI ACWI EX-U.S. INDEX R GREAT GRAY · EIN 81-1950980 / PN 013 | Common Collective Trust | — | — | $1.9M | 2.7% | |
| BLACKROCK LIFEPATH INDEX 2055 FUND GREAT GRAY · EIN 46-3302432 / PN 178 | Common Collective Trust | — | — | $1.8M | 2.6% | |
| INTELLICENTS AGGRESSIVE CIF ALTA TRUST · EIN 86-3956341 / PN 001 | Common Collective Trust | — | — | $1.6M | 2.4% | |
| INTELLICENTS MODERATE CIF ALTA TRUST · EIN 86-3956341 / PN 001 | Common Collective Trust | — | — | $1.6M | 2.4% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $1.6M | 2.2% | |
| INTELLICENTS CONSERVATIVE CIF ALTA TRUST · EIN 86-3974282 / PN 001 | Common Collective Trust | — | — | $1.2M | 1.8% | |
| SMALL CAP VALUE FUND II FEE CLASS R GREAT GRAY · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $404K | 0.6% | |
| BLACKROCK LIFEPATH IDX 2065 FUND FE GREAT GRAY · EIN 38-4126295 / PN 598 | Common Collective Trust | — | — | $337K | 0.5% | |
| BLACKROCK LIFEPATH INDEX 2025 FUND GREAT GRAY · EIN 26-3773730 / PN 154 | Common Collective Trust | — | — | $0 | <0.1% |