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Sponsor portfolio

STATELINE COOPERATIVE

EIN 42-1023410-farming-Latest filing 2025
Plans
3
Retirement
2
$45.0M assets
Welfare
1
$192K premiums
Participants
602
PO BOX 67 - BURT, IA 50522515-924-3555statelinecoop.comLinkedIn51-200 employeesfarming
Plans on this EIN
3 filings
#020TraditionalDB-$24.6M - 271 part#030401k-$20.4M - 201 part#501Fully Insured-$192K - 130 lives

Retirement portfolio analytics

2 plans aggregated / $45.0M assets / 472 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • PLAN FOR COOPERATIVES (#020)55%
  • PLAN FOR COOPERATIVES (#030)45%
Total $45.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN FOR COOPERATIVES (#020)271
  • PLAN FOR COOPERATIVES (#030)201
Total 472Click row to drill in

Benefits portfolio analytics

1 plan / $192K premiums / 130 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$140K
  • Short-term disability$101K
  • Other$69K
  • Long-term disability$22K
Total $192K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
63%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY63%
  • AFLAC37%
Total $192K2 slices

Broker market share

Schedule A broker compensation

Split broker
60%top
  • TARA STUDER & ASSOCIATES60%
  • MONIKA M ARENDS16%
  • SKYLAR D BERDAUS6%
  • TARA MICHELLE D AGOSTINO4%
  • THE TODD GROUP3%
  • +3 more
Total $10K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#020

THE RESTATED NONCONTRIBUTORY RETIREMENT PLAN FOR COOPERATIVES

TraditionalDB

Assets$24.6M
Participants271
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#030

THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES

401k

Assets$20.4M
Participants201
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

STATELINE COOPERATIVE BENEFIT PLAN

Fully Insured - AFLAC

Premiums$192K
Covered lives130
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
020THE RESTATED NONCONTRIBUTORY RETIREMENT PLAN FOR COOPERATIVESTraditionalDB$24.6M2712025
030THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES401k$20.4M2012024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501STATELINE COOPERATIVE BENEFIT PLANFully InsuredAFLAC$192K1302025
Retirement plans
Welfare plans
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