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Original filing (PDF)20251212153054NAL0009090336001
UNITED SUGAR PRODUCERS AND REFINERS COOPERATIVE
Form 5500
FILING_RECEIVED
RETIREMENT PLAN A FOR EMPLOYEES OF UNITED SUGAR PRODUCERS AND REFINERS COOPERATIVE
Defined-benefit pension plan
Signals · 1
38% in single holding
Active participants
20
Accounts w/ balance
—
Plan assets (EOY)
$20.8M
Net assets (EOY)
$20.8M
How this plan invests
This plan
8 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
81
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "iShares Core U.S. Aggregate Bond Eft" is 38% of plan.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNITED SUGAR PRODUCERS AND REFINERS COOPERATIVE.
Plan sponsor
Name
UNITED SUGAR PRODUCERS AND REFINERS COOPERATIVE
EIN
92-2541418
Address
8000 W 78TH ST STE 300 · EDINA, MN · 554392597
Phone
(952) 896-0131
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-03-01
Tax period
2025-02-28
Filed
2025-12-12
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
8 direct securities· $20.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| iShares Core U.S. Aggregate Bond Eft | — | — | $7.8M | $7.8M | 37.7% | |
| Fidelity Total Market Index Fund | — | — | $6.3M | $6.1M | 29.2% | |
| iShares Core Msci Total Eft | — | — | $2.8M | $2.9M | 13.7% | |
| iShares Trust 5 10 Year Eft | — | — | $1.3M | $1.3M | 6.0% | |
| Vanguard Real Estate Eft | — | — | $927K | $903K | 4.3% | |
| SPDR State Street Global Advisors High Yield Bond Eft | — | — | $781K | $782K | 3.8% | |
| First American Govt Obligation Fund CI Z | — | — | $583K | $583K | 2.8% | |
| iShares Global Infrastructure EFT | — | — | $536K | $524K | 2.5% |
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