Brent Evans signed Western Cooperative Co's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Western Cooperative Co's EIN is 47-0344432.
Download the official 2024 Form 5500 (PDF) for Western Cooperative Co from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Western Cooperative Co's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED BENEFITS GROUP | — | KANSAS CITY, MO | CONTRACT ADMIN | $12K | — |
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 | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $6.6M | 67.7% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $2.6M | 26.4% | |
| INTELLICENTS MODERATELY AGGRESSIVE ALTA TRUST · EIN 86-3914399 / PN 001 | Common Collective Trust | — | — | $1.6M | 15.9% | |
| BLACKROCK LIFEPATH INDEX RETIREMENT GREAT GRAY · EIN 26-3773846 / PN 057 | Common Collective Trust | — | — | $1.4M | 14.4% | |
| INTELLICENTS MODERATE CIF ALTA TRUST · EIN 86-3956341 / PN 001 | Common Collective Trust | — | — | $770K | 7.9% | |
| INTELLICENTS MODERATELY CONSERVATIV ALTA TRUST · EIN 86-3883297 / PN 001 | Common Collective Trust | — | — | $525K | 5.4% | |
| INTELLICENTS AGGRESSIVE CIF ALTA TRUST · EIN 86-3956341 / PN 001 | Common Collective Trust | — | — | $464K | 4.8% | |
| BLACKROCK LIFEPATH INDEX 2035 FUND GREAT GRAY · EIN 26-3770263 / PN 052 | Common Collective Trust | — | — | $414K | 4.3% | |
| BLACKROCK LIFEPATH INDEX 2030 FUND GREAT GRAY · EIN 26-3770302 / PN 053 | Common Collective Trust | — | — | $354K | 3.6% | |
| BLACKROCK LIFEPATH INDEX 2040 FUND GREAT GRAY · EIN 26-3770208 / PN 051 | Common Collective Trust | — | — | $297K | 3.1% | |
| BLACKROCK TOTAL RETURN BOND CL 6 GREAT GRAY · EIN 82-2941483 / PN 264 | Common Collective Trust | — | — | $248K | 2.5% | |
| BLACKROCK LIFEPATH INDEX 2050 FUND GREAT GRAY · EIN 26-3763061 / PN 049 | Common Collective Trust | — | — | $203K | 2.1% | |
| BLACKROCK LIFEPATH INDEX 2045 FUND GREAT GRAY · EIN 26-3770058 / PN 050 | Common Collective Trust | — | — | $130K | 1.3% | |
| BLACKROCK LIFEPATH INDEX 2055 FUND GREAT GRAY · EIN 46-3302432 / PN 078 | Common Collective Trust | — | — | $74K | 0.8% | |
| [Assets held in participant loans] | Other | — | — | $64K | 0.7% | |
| INTELLICENTS CONSERVATIVE CIF ALTA TRUST · EIN 86-3974282 / PN 001 | Common Collective Trust | — | — | $55K | 0.6% | |
| BLACKROCK LIFEPATH INDEX 2060 FUND GREAT GRAY · EIN 47-2700166 / PN 058 | Common Collective Trust | — | — | $43K | 0.4% | |
| BLACKROCK MSCI ACWI EX-U.S. INDEX R GREAT GRAY · EIN 81-1950980 / PN 013 | Common Collective Trust | — | — | $32K | 0.3% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $31K | 0.3% | |
| BLACKROCK LIFEPATH INDEX 2025 FUND GREAT GRAY · EIN 26-3773730 / PN 054 | Common Collective Trust | — | — | $0 | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INTELLICENTS INVESTMENT SOLUTIONS I | — | ALBERT LEA, MN | OTHER | $5K | — |
