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Original filing (PDF)20251002161124NAL0000695121001
MID-KANSAS COOPERATIVE ASSOCIATION
Form 5500
FILING_RECEIVED
UBG 401(K) - MKC
401(k) retirement plan
Active participants
460
Accounts w/ balance
336
Plan assets (EOY)
$16.0M
Net assets (EOY)
$16.0M
How this plan invests
This plan
19 pooled trusts
Schedule D
39 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 (15 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MID-KANSAS COOPERATIVE ASSOCIATION.
Plan sponsor
Name
MID-KANSAS COOPERATIVE ASSOCIATION
EIN
48-0695087
Address
307 WEST COLE STREET · MOUNDRIDGE, KS · 67107
Phone
(620) 345-6328
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
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
EIDE BAILLY, LLP
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 | $4K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INTELLICENTS INVESTMENT SOLUTIONS | — | 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 | $15K | — |
Investments
21 direct securities · 19 pooled funds· $16.0M(100% 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
$11.5M
19 holdings
Uncategorized
$4.4M
21 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| INTELLICENTS MODERATE CIF ALTA TRUST · EIN 86-3956341 / PN 001 | Common Collective Trust | — | — | $2.5M | 15.5% | |
| INTELLICENTS MODERATELY AGGRESSIVE ALTA TRUST · EIN 86-3914399 / PN 001 | Common Collective Trust | — | — | $2.3M | 14.3% | |
| INTELLICENTS MODERATELY CONSERVATIV ALTA TRUST · EIN 86-3883297 / PN 001 | Common Collective Trust | — | — | $1.4M | 8.9% | |
| INTELLICENTS AGGRESSIVE CIF ALTA TRUST · EIN 86-3956341 / PN 001 | Common Collective Trust | — | — | $1.4M | 8.7% | |
| Fidelity Large Cap Growth Index Mutual fund N/A | — | — | — | $943K | 5.9% | |
| Fidelity Large Cap Value Index Mutual fund N/A | — | — | — | $776K | 4.9% | |
| BLACKROCK LIFEPATH INDEX 2035 FUND GREAT GRAY · EIN 26-3770263 / PN 152 | Common Collective Trust | — | — | $671K | 4.2% | |
| BLACKROCK LIFEPATH INDEX 2050 FUND GREAT GRAY · EIN 26-3763061 / PN 149 | Common Collective Trust | — | — | $535K | 3.3% | |
| Fidelity 500 Index Mutual fund N/A | — | — | — | $516K | 3.2% | |
| BLACKROCK LIFEPATH INDEX 2055 FUND GREAT GRAY · EIN 46-3302432 / PN 178 | Common Collective Trust | — | — | $477K | 3.0% | |
| BLACKROCK LIFEPATH INDEX 2030 FUND GREAT GRAY · EIN 26-3770302 / PN 153 | Common Collective Trust | — | — | $462K | 2.9% | |
| BLACKROCK LIFEPATH INDEX 2045 FUND GREAT GRAY · EIN 26-3770058 / PN 150 | Common Collective Trust | — | — | $399K | 2.5% | |
| MFS Intl Diversification Mutual fund N/A | — | — | — | $323K | 2.0% | |
| BLACKROCK LIFEPATH INDEX RETIREMENT GREAT GRAY · EIN 26-3773846 / PN 157 | Common Collective Trust | — | — | $320K | 2.0% | |
| Blackrock Technology Opportunities Mutual fund N/A | — | — | — | $308K | 1.9% | |
| BLACKROCK TOTAL RETURN BOND CL 6 GREAT GRAY · EIN 82-2941483 / PN 264 | Common Collective Trust | — | — | $288K | 1.8% | |
| BLACKROCK LIFEPATH INDEX 2040 FUND GREAT GRAY · EIN 26-3770208 / PN 151 | Common Collective Trust | — | — | $232K | 1.5% | |
| BLACKROCK LIFEPATH INDEX 2060 FUND GREAT GRAY · EIN 47-2700166 / PN 158 | Common Collective Trust | — | — | $212K | 1.3% | |
| Fidelity Mid Cap Value Index Mutual fund N/A | — | — | — | $167K | 1.0% | |
| EI Fixed Account - Series Class I Fixed Annuity N/A | — | — | — | $165K | 1.0% | |
| Fidelity Small Cap Index Mutual fund N/A | — | — | — | $144K | 0.9% | |
| Notes receivable from participants Maturing 2025-2034 at interest rates from 4.25% to 9.50% - | — | — | — | $139K | 0.9% | |
| Fidelity Real Estate Index Institutional Mutual fund N/A | — | — | — | $132K | 0.8% | |
| T. Rowe Price New Horizons Mutual fund N/A | — | — | — | $127K | 0.8% | |
| INTELLICENTS CONSERVATIVE CIF ALTA TRUST · EIN 86-3974282 / PN 001 | Common Collective Trust | — | — | $112K | 0.7% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $108K | 0.7% | |
| BLACKROCK MSCI ACWI EX-U.S. INDEX R GREAT GRAY · EIN 81-1950980 / PN 013 | Common Collective Trust | — | — | $103K | 0.6% | |
| Fidelity Mid Cap Index Mutual fund N/A | — | — | — | $100K | 0.6% | |
| Fidelity Small Cap Value Index Mutual fund N/A | — | — | — | $100K | 0.6% | |
| Fidelity Mid Cap Growth Index Mutual fund N/A | — | — | — | $90K | 0.6% | |
| Fidelity Inflation Protected Bond Index Mutual fund N/A | — | — | — | $89K | 0.6% | |
| American Century Mid Cap Value Mutual fund N/A | — | — | — | $69K | 0.4% | |
| Fidelity Small Cap Growth Index Mutual fund N/A | — | — | — | $68K | 0.4% | |
| PIMCO Commoditiesplus Strategy Mutual fund N/A | — | — | — | $65K | 0.4% | |
| American Century Emerging Markets Mutual fund N/A | — | — | — | $59K | 0.4% | |
| PIMCO Income Mutual fund N/A | — | — | — | $53K | 0.3% | |
| SMALL CAP VALUE FUND II FEE CLASS R GREAT GRAY · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $41K | 0.3% | |
| BLACKROCK LIFEPATH IDX 2065 FUND FE GREAT GRAY · EIN 38-4126295 / PN 598 | Common Collective Trust | — | — | $14K | <0.1% | |
| Blackrock Core Bond Mutual Fund N/A | — | — | — | $6K | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2025 FUND GREAT GRAY · EIN 26-3773730 / PN 154 | Common Collective Trust | — | — | $0 | <0.1% |
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