Original filing (PDF)20251014112410NAL0002746273001

UNITED AGRIBUSINESS LEAGUE

Name: UNITED AGRIBUSINESS LEAGUE — UNITED AGRICULTURAL EMPLOYEE WELFARE BENEFIT PLAN AND TRUST, Form 5500 (2024)
Creator: UNITED AGRIBUSINESS LEAGUE

Form 5500

FILING_RECEIVED

UNITED AGRICULTURAL EMPLOYEE WELFARE BENEFIT PLAN AND TRUST

Health & welfare plan

Signals · 4

25% employer stock~2243 bps in Sched C feesNo recordkeeper disclosed116 service providers

Active participants

21,356

Accounts w/ balance

—

Plan assets (EOY)

$105.4M

Net assets (EOY)

$38.2M

How this plan invests

This plan

97 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade C

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNITED AGRIBUSINESS LEAGUE.

Plan sponsor

Name

UNITED AGRIBUSINESS LEAGUE

EIN

95-3514902

Address

54 CORPORATE PARK · IRVINE, CA · 926065105

Phone

(949) 975-1424

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Welfare benefit codes

4A · Health (other than dental or vision)

4D · Dental

4E · Vision

4B · Life Insurance

Audit & trust (Schedule H)

Auditor

SINGER LEWAK, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

116 rows

Investments

97 direct securities· $105.6M(100% of reported assets)

Other securities

$51.6M

27 holdings

Common Stock

$26.5M

33 holdings

U.S. Treasuries

$24.9M

21 holdings

Bonds / Notes

$1.7M

15 holdings

CORPORATE BOND

$857K

1 holding

					% of plan
Federated Hermes Govt Obligations Fund	Other securities	—	$14.0M	$14.0M	13.3%
Growth Fund Principal Midcap Fund Mid Cap Mutual Fund	Other securities	—	$5.8M	$6.1M	5.8%
Income Fund Columbia Large Cap Large Blend Mutual Fund	Other securities	—	$5.5M	$6.0M	5.7%
date 5,811,9544,217,9895,709,9545,200,4504,762,5894,442,3524,507,4343,822,4864,011,7239,230,4524,172,0004,039,6885,613	Other securities	—	$5.6M	$3.9M	3.7%
Federated Hermes Govt Obligations Fund	Other securities	—	$3.2M	$3.2M	3.0%
Index Fund JP Morgan Large Cap Large Cap Mutual Fund	Other securities	—	$1.8M	$2.8M	2.7%
U.S. Treasury Note Due 08/15/26, 1.500%	U.S. Treasuries	—	$2.2M	$2.2M	2.1%
U.S. Treasury Note Due 05/31/26, 4.875%	U.S. Treasuries	—	$2.0M	$2.0M	1.9%
U.S. Treasury Note Due 08/15/27, 2.250%	U.S. Treasuries	—	$2.0M	$1.9M	1.8%
U.S. Treasury Note Due 03/31/30, 3.625%	U.S. Treasuries	—	$1.9M	$1.9M	1.8%
U.S. Treasury Note Due 05/15/25, 2.125%	U.S. Treasuries	—	$1.8M	$1.9M	1.8%
U.S. Treasury Note Due 11/15/27, 2.250%	U.S. Treasuries	—	$1.7M	$1.6M	1.5%
U.S. Treasury Note Due 05/15/29, 2.375%	U.S. Treasuries	—	$1.8M	$1.5M	1.4%
U.S. Treasury Note Due 05/15/31, 1.625%	U.S. Treasuries	—	$1.4M	$1.4M	1.3%
Dividend Fund Columbia Dividend Income Equity Mutual Fund	Other securities	—	$1.2M	$1.3M	1.2%
U.S. Treasury Note Due 07/31/27, 2.750%	U.S. Treasuries	—	$1.2M	$1.3M	1.2%
Blackrock Eqty Income Equity Mutual Fund	Other securities	—	$1.3M	$1.2M	1.2%
U.S. Treasury Note Due 05/15/33, 3.375%	U.S. Treasuries	—	$1.3M	$1.2M	1.1%
Bank Of NY Mellon Corporate Bond due 02/07/28,	Other securities	—	$1.3M	$1.2M	1.1%
Microsoft Corp Corporate Bond due 02/06/27,	Common Stock	—	$1.3M	$1.2M	1.1%
Amazon.Com Inc Corporate Bond due 12/01/32,	Common Stock	—	$1.2M	$1.1M	1.1%
Lockheed Martin Corp Corporate Bond due 01/15/33,	Common Stock	—	$1.2M	$1.1M	1.1%
U.S. Treasury Note Due 03/31/25, 0.500%	U.S. Treasuries	—	$1.1M	$1.1M	1.1%
Qualcomm Inc Corporate Bond due 05/20/32,	Common Stock	—	$1.1M	$1.1M	1.0%
Comcast Corp Corporate Bond due 10/15/28,	Common Stock	—	$1.2M	$1.1M	1.0%
Walmart Inc Corporate Bond due 04/15/33,	Common Stock	—	$1.1M	$1.1M	1.0%
U.S. Treasury Note Due 05/31/29, 2.750%	U.S. Treasuries	—	$1.1M	$1.1M	1.0%
CB S&P Global Inc Corporate Bond due 09/15/33,	Common Stock	—	$1.1M	$1.1M	1.0%
Federal Home Loan Note due on 01/01/50, 5.000%	Bonds / Notes	—	$1.3M	$1.0M	1.0%
Caterpillar Finl Service Corporate Bond due 08/09/26,	Other securities	—	$1.0M	$992K	0.9%
John Deere Capital Corporate Bond due 06/10/26,	Other securities	—	$1.1M	$984K	0.9%
Procter & Gamble Co Corporate Bond due 01/26/33,	Common Stock	—	$1.0M	$978K	0.9%
U.S. Treasury Note Due 05/31/28, 1.250%	U.S. Treasuries	—	$947K	$975K	0.9%
EOG Resources Inc Corporate Bond due 01/15/26,	Common Stock	—	$1.0M	$975K	0.9%
Chevron Corp Corporate Bond due 05/11/30,	Common Stock	—	$958K	$973K	0.9%
Jpmorgan Chase & Co Corporate Bond due 05/06/30,	Common Stock	—	$994K	$971K	0.9%
Paccar Financial Corp Corporate Bond due 01/31/29,	Common Stock	—	$965K	$968K	0.9%
Apple Inc Corporate Bond due 05/11/30,	Common Stock	—	$1.1M	$963K	0.9%
Meta Platforms Inc Corporate Bond due 05/15/33,	Common Stock	—	$970K	$951K	0.9%
Wisconsin Electric Corporate Bond due 09/30/32,	Other securities	—	$946K	$946K	0.9%
due 05/19/33,	CORPORATE BOND	—	$880K	$857K	0.8%
Charles Schwab Corp Corporate Bond due 03/11/26,	Common Stock	—	$860K	$828K	0.8%
Union Pacific Corp Corporate Bond due 02/21/26,	Common Stock	—	$818K	$817K	0.8%
Coca-Cola Co Corporate Bond due 03/15/28,	Common Stock	—	$892K	$816K	0.8%
US Bancorp Corporate Bond due 05/12/25,	Common Stock	—	$842K	$806K	0.8%
Thermo Fisher Corporate Bond due 01/31/34,	Other securities	—	$821K	$798K	0.8%
National Rural Util Corporate Bond due 06/15/26,	Other securities	—	$815K	$778K	0.7%
State Street Corp Corporate Bond due 08/18/25,	Common Stock	—	$854K	$765K	0.7%
Merck & Co Inc Corporate Bond due 02/10/25,	Common Stock	—	$767K	$759K	0.7%
Home Depot Inc Corporate Bond due 09/15/26,	Common Stock	—	$812K	$746K	0.7%

1–50 of 97

1 / 2

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Principal$6.1M JPMorgan$3.8M Schwab$1.2M BlackRock / iShares$1.2M Morgan Stanley$955K State Street / SPDR$765K

Related plans

Other plans using BLUE SHIELD OF CALIFORNIA

CALIFORNIA PHYSICIANS SERVICE DBA BLUE SHIELD OF CALIFORNIA

BLUE SHIELD OF CALIFORNIA EMPLOYEES RETIREMENT PLAN

$561.6M · 2,287 participants

UFCW & EMPLOYERS BENEFIT TRUST

$475.6M · 25,845 participants

TRUSTEES OF ILWU-PMA WELFARE PLAN

ILWU-PMA WELFARE PLAN

$248.2M · 16,112 participants

UEBT RETIREE HEALTH PLAN

$97.0M

BOARD OF TRUSTEES, U.A. LOCAL NO. 447 PIPE TRADES

U.A. LOCAL NO. 447 PIPE TRADES HEALTH AND WELFARE PLAN

Name	EIN	Location	Relation	Direct comp	Indirect comp
SINGERLEWAK LLP	95-2302617	CITY OF INDUSTRY, CA	CONSULTANT	$139K	—
WAKELY CONSULTING GROUP, LLC	38-2599727	LANSING, MI	CONSULTANT	$92K	—
MOSS ADAMS, LLP	81-5149270	SEATTLE, WA	CONSULTANT	$7K	—

Name	EIN	Location	Relation	Direct comp	Indirect comp
SMART DATA SOLUTIONS, INC	41-2006324	EAGAN, MN	VENDOR	$62K	—
TALON MMS ANALYTICS, INC.	47-1212355	PORTSMOUTH, NH	VENDOR	$19K	—

Name	EIN	Location	Relation	Direct comp	Indirect comp
BLUE SHIELD OF CALIFORNIA	94-0360524	LOS ANGELES, CA	PPO	$5.4M	—
ELITE CORPORATE MEDICAL SERVICES IN	46-3783345	VISALIA, CA	PPO	$1.8M	—
BRENT EASTMAN INSURANCE SERVICES	20-2347916	SALINAS, CA	INDEPENDENT CONTRACTOR	$1.6M	—
COSTCO HEALTH SOLUTIONS INC	81-2865195	ISSAQUAH, WA	PPO	$1.3M	—
NIKSSARIAN INSURANCE SERVICES, INC	20-0307796	MONTEREY, CA	INDEPENDENT CONTRACTOR	$1.2M	—
MOORE INSURANCE SERVICES, INC	68-0469176	COLUSA, CA