Back to filter
Original filing (PDF)20250903082538NAL0008943779001
CORE ELECTRIC COOPERATIVE
Form 5500
FILING_RECEIVED
CORE ELECTRIC COOPERATIVE 401(K) PLAN
401(k) retirement plan
Active participants
296
Accounts w/ balance
321
Plan assets (EOY)
$39.7M
Net assets (EOY)
$39.7M
How this plan invests
This plan
1 pooled trust
Schedule D
32 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 (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CORE ELECTRIC COOPERATIVE.
Plan sponsor
Name
CORE ELECTRIC COOPERATIVE
EIN
84-0235244
Address
5496 NORTH U.S. HWY 85 · P.O. DRAWER A · SEDALIA, CO · 80135
Phone
(800) 332-9540
Industry
Utilitiessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-03
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
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | — | RECORDKEEPER | $6K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | 42-1558009 | — | NONE | $0 | — |
Investments
31 direct securities · 1 pooled fund· $39.7M(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.
Uncategorized
$37.5M
31 holdings
Common Collective Trust
$2.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMORGAN LARGE CAP GROWTH R6 Registered investment company | — | — | — | $9.0M | 22.6% | |
| JHANCOCK3 DISCIPLINED VALUE R6 Registered investment company | — | — | — | $4.2M | 10.5% | |
| FIDELITY 500 INDEX FD Registered investment company | — | — | — | $3.6M | 9.0% | |
| VANGUARD SMALL CAP INDEX ADMIRAL Registered investment company | — | — | — | $2.9M | 7.3% | |
| MORLEY STABLE VALUE FUND CLASS 25-I PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $2.2M | 5.5% | |
| MFS GROWTH ALLOCATION R6 Registered investment company | — | — | — | $2.0M | 5.1% | |
| TRANSAMERICA INTERNATIONAL EQUITY R6 Registered investment company | — | — | — | $1.7M | 4.2% | |
| SIT DIVIDEND GROWTH FD CL I Registered investment company | — | — | — | $1.4M | 3.6% | |
| PIMCO REALPATH BLEND 2035 INST Registered investment company | — | — | — | $1.4M | 3.5% | |
| VANGUARD MID-CAP GROWTH INDEX ADMIRAL Registered investment company | — | — | — | $1.3M | 3.3% | |
| VANGUARD INTERM TERM BD INDEX ADM Registered investment company | — | — | — | $1.1M | 2.7% | |
| VANGUARD TOTAL INTL BD INDEX ADMIRAL Registered investment company | — | — | — | $1.1M | 2.7% | |
| MFS MODERATE ALLOCATION R6 Registered investment company | — | — | — | $932K | 2.3% | |
| DFA INTL LARGE CAP GWTH INST Registered investment company | — | — | — | $907K | 2.3% | |
| PIMCO REALPATH BLEND 2045 INST Registered investment company | — | — | — | $733K | 1.8% | |
| maturing through April 2050 -0- | — | — | — | $722K | 1.8% | |
| COHEN & STEERS REALTY SHARES Z Registered investment company | — | — | — | $702K | 1.8% | |
| PIMCO REALPATH BLEND INCOME INSTL Registered investment company | — | — | — | $649K | 1.6% | |
| PIMCO REALPATH BLEND 2055 INST Registered investment company | — | — | — | $516K | 1.3% | |
| PIMCO REALPATH BLEND 2050 INST Registered investment company | — | — | — | $471K | 1.2% | |
| PIMCO REALPATH BLEND 2060 FD INST Registered investment company | — | — | — | $467K | 1.2% | |
| PIMCO REALPATH BLEND 2040 INST Registered investment company | — | — | — | $464K | 1.2% | |
| COLUMBIA LIMITED DUR CREDIT INST 2 Registered investment company | — | — | — | $373K | 0.9% | |
| DODGE & COX INCOME I Registered investment company | — | — | — | $327K | 0.8% | |
| MFS CONSERVATIVE ALLOCATION R6 Registered investment company | — | — | — | $261K | 0.7% | |
| DFA US TARGETED VALUE PORT INSTL Registered investment company | — | — | — | $90K | 0.2% | |
| DFA EMERG MKTS CORE EQTY PORT INSTL Registered investment company | — | — | — | $90K | 0.2% | |
| FIDELITY MID CAP INDEX Registered investment company | — | — | — | $76K | 0.2% | |
| FIDELITY INTL INDEX FD Registered investment company | — | — | — | $70K | 0.2% | |
| JHANCOCK DISCIPLINED VLU MID CAP R6 Registered investment company | — | — | — | $62K | 0.2% | |
| NATIONWIDE GENEVA SM CAP GR R6 Registered investment company | — | — | — | $39K | <0.1% | |
| PIMCO REALPATH BLEND 2030 INST Registered investment company | — | — | — | $32K | <0.1% |
Related plans
Other plans using USI CONSULTING GROUP
ASCENSION HEALTH DBA ASCENSION HEALTHCARE
ASCENSION HEALTHCARE MASTER PENSION TRUST
$8.0B
LUMEN TECHNOLOGIES, INC.
LUMEN 401(K) SAVINGS PLAN
$7.3B · 21,466 participants
PACE INDUSTRY UNION-MANAGEMENT PENSION FUND
PACE INDUSTRY UNION-MANAGEMENT PENSION FUND
$2.8B · 3,184 participants
NORTHWELL HEALTH, INC.
NORTHWELL HEALTH PENSION PLAN
$2.8B · 26,078 participants
UT-BATTELLE, LLC
PENSION PLAN FOR EMPLOYEES AT ORNL
$2.4B · 6,785 participants
PARSONS CORPORATION
PARSONS CORPORATION RETIREMENT SAVINGS PLAN
$2.3B · 10,546 participants
Similar-size Utilities plans
DELAWARE ELECTRIC COOPERATIVE, INC.
DELAWARE ELECTRIC COOPERATIVE, INC. 401(K) SAVINGS PLAN B
$40.1M · 104 participants
SALT RIVER ELECTRIC COOPERATIVE CORPORATION
GROUP PENSION PLAN FOR EMPLOYEES OF SALT RIVER ELECTRIC COOPERATIVE CORPORATION
$39.2M · 69 participants
WASHINGTON - ST. TAMMANY ELECTRIC COOPERATIVE INC.
WASHINGTON - ST. TAMMANY ELECTRIC COOPERATIVE, INC. EMPLOYEES' SAVINGS PLAN AND TRUST
$40.2M · 100 participants
LA PLATA ELECTRIC ASSOCIATION, INC.
LA PLATA ELECTRIC ASSOCIATION, INC. RETIREMENT SAVINGS PLAN
$38.8M · 121 participants
MAMMOTH ENERGY PARTNERS LLC
MAMMOTH ENERGY PARTNERS 401(K) PROFIT SHARING PLAN AND TRUST
$40.7M · 711 participants
BOARD OF TRUSTEES OF IBEW 1245 MONEY PURCHASE PLAN
IBEW LOCAL 1245 MONEY PURCHASE PENSION PLAN
$40.8M · 64 participants
Large plans in Colorado
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JPMORGAN INVESTMENT MANAGEMENT FUND (SALC2)
$6.0B
DAVITA INC.
DAVITA RETIREMENT SAVINGS PLAN
$3.8B · 56,918 participants
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JENNISON FUND (SALG6)
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA
FUTUREFUNDS SERIES ACCOUNT II OF GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY
BLACKROCK S&P INDEX FUND (SA4CJ)
$3.4B
EMPOWER ANNUITY INSURANCE COMPANY
CORE PLUS BOND PGIM FUND (SACPP)
$3.0B