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Sponsor portfolioTH

KEY COOPERATIVE

EIN 42-0242395-farming-Latest filing 2025
Plans
2
Retirement
1
$30.5M assets
Welfare
1
$155K premiums
Participants
537
13585 620TH AVENUE - ROLAND, IA 502368061515-388-4341keycoop.comLinkedIn201-500 employeesfarming
Plans on this EIN
2 filings
#030401k-$30.5M - 321 part#501Mixed-$155K - 216 lives

Benefits portfolio analytics

1 plan / $155K premiums / 216 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$116K
  • Long-term disability$116K
  • Other$116K
  • Vision$39K
Total $155K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
75%top
  • SYMETRA LIFE INSURANCE COMPANY75%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY25%
Total $155K2 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • LOCKTON COMPANIES, LLC91%
  • BHERD9%
  • ASSUREDPARTNERS0%
Total $22K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#030

UBG 401(K) - KEY COOP

401k

Assets$30.5M
Participants321
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KEY COOPERATIVE WELFARE BENEFITS PLAN

Mixed - SYMETRA LIFE INSURANCE COMPANY

Premiums$155K
Covered lives216
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
030UBG 401(K) - KEY COOP401k$30.5M3212024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KEY COOPERATIVE WELFARE BENEFITS PLANMixedSYMETRA LIFE INSURANCE COMPANY$155K2162025
Retirement plans
Welfare plans
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