Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FIRST COOPERATIVE ASSOCIATION
EIN 42-0243900farmingLatest filing 2025
Plans
4
Retirement
3
$51.6M assets
Welfare
1
$4.0M premiums
Participants
1,145
960 RIVERVIEW DRIVE, PO BOX 60 - CHEROKEE, IA 51012712-225-5400agpartners.comLinkedIn201-500 employeesfarming
Retirement portfolio analytics
3 plans aggregated / $51.6M assets / 835 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $4.0M premiums / 378 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.6M
- Other$332K
- Life$307K
- Long-term disability$307K
- Vision$50K
Carrier market share
Premium dollars by Schedule A carrier
90%top
- BLUE CROSS OF CALIFORNIA90%
- RELIASTAR LIFE INSURANCE COMPANY8%
- AMERITAS LIFE INSURANCE CORP.1%
- UNUM LIFE INSURANCE COMPANY OF AMERICA1%
- DELTA DENTAL OF CALIFORNIA0%
Broker market share
Schedule A broker compensation
99%top
- TRUENORTH COMPANIES LC99%
- ADP INC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#040
UBG 401(K) - AGSTATE SH MATCH
401k
Assets$31.0M
Participants407
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#030
UBG 401(K) - AGSTATE
401k
Assets$14.0M
Participants273
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#020
THE RESTATED NONCONTRIBUTORY RETIREMENT PLAN FOR COOPERATIVES
TraditionalDB
Assets$6.5M
Participants155
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
AGSTATE COOPERATIVE HEALTH & WELFARE
Mixed - WELLMARK BLUE CROSS & BLUE SHIELD OF IOWA
Premiums$4.0M
Covered lives378
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 040 | UBG 401(K) - AGSTATE SH MATCH | 401k | $31.0M | 407 | 2024 | |
| 030 | UBG 401(K) - AGSTATE | 401k | $14.0M | 273 | 2024 | |
| 020 | THE RESTATED NONCONTRIBUTORY RETIREMENT PLAN FOR COOPERATIVES | TraditionalDB | $6.5M | 155 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | AGSTATE COOPERATIVE HEALTH & WELFARE | Mixed | WELLMARK BLUE CROSS & BLUE SHIELD OF IOWA | $4.0M | 378 | 2025 |
Retirement plans
Welfare plans