PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. UNITED BENEFITS GROUP
Sponsor portfolioTH

UNITED BENEFITS GROUP

EIN 01-0689331-human resources-Latest filing 2025
Plans
2
Retirement
2
$3.51B assets
Welfare
0
Participants
37,195
PO BOX 169005 - KANSAS CITY, MO 64116816-459-3300ubgretire.comLinkedIn11-50 employeeshuman resources
Plans on this EIN
2 filings
#001TraditionalDB-$3.51B - 37,176 part#030401k-$4.4M - 19 part

Retirement portfolio analytics

2 plans aggregated / $3.51B assets / 37,195 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • CO-OP RETIREMENT PLAN (#001)100%
  • 401(K) - UBG (#030)0%
Total $3.51BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CO-OP RETIREMENT PLAN (#001)37,176
  • 401(K) - UBG (#030)19
Total 37,195Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CO-OP RETIREMENT PLAN

TraditionalDB

Assets$3.51B
Participants37,176
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#030

UBG 401(K) - UBG

401k

Assets$4.4M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CO-OP RETIREMENT PLANTraditionalDB$3.51B37,1762025
030UBG 401(K) - UBG401k$4.4M192024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica