# CO-OP RETIREMENT PLAN

Retirement plan sponsored by **UNITED BENEFITS GROUP**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | UNITED BENEFITS GROUP |
| EIN | 010689331 |
| Plan number | 001 |
| Plan year | 2025 |
| Location | KANSAS CITY, MO |
| Industry | human resources |
| Total assets (end of year) | $3.51B |
| Participants | 37,176 |

## Service providers (Schedule C)

| Provider | Role |
|---|---|
| JPMORGAN INVEST HOLDINGS LLC | Other investment fees and expenses; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Custodial (other than securities); Float revenue; Custodial (securities); Trustee (bank, trust company, or similar financial institution); Contract Administrator; Redemption fees; Recordkeeping fees |
| SANDTON CAPITAL PARTNERS | Investment management fees paid directly by plan; Investment management |
| BLACKROCK | Investment management; Investment management fees paid directly by plan |
| PERCEPTIVE | Investment management; Investment management fees paid directly by plan |
| SANDTON CAPITAL PARTNERS | Investment management; Investment management fees paid directly by plan |
| KING STREET | Investment management fees paid directly by plan; Investment management |
| SANDTON V | Investment management fees paid directly by plan; Investment management |
| KINGSTREET GLOBAL DRAWDOWN FUND | Investment management fees paid directly by plan; Investment management |
| AON CONSULTING | Direct payment from the plan; Actuarial |
| FORTRESS LENDING ADVISORS II LLC | Investment management; Investment management fees paid directly by plan |
| DEMARCHE ASSOCIATES, INC. | Direct payment from the plan; Investment advisory (plan); Consulting (pension) |
| FORTRESS LENDING ADVISORS II LLC | Investment management fees paid directly by plan; Investment management |
| SHOOK HARDY & BACON LLP | Investment management; Investment management fees paid directly by plan |
| PROPRINT, INC. | Copying and duplicating; Direct payment from the plan |
| CBIZ INVESTMENT ADVISORY SERVICES | Accounting (including auditing); Direct payment from the plan |
| PENSION BENEFIT INFORMATION, LLC | Direct payment from the plan; Other services |
| STARWOOD OPPORTUNITY FUND X U.S LP | Investment management fees paid directly by plan; Investment management |
| CRESTLINE OPPORTUNITY FUND | Investment management fees paid directly by plan; Investment management |
| TCI FUND MANAGEMENT LIMITED | Investment management fees paid directly by plan; Investment management |
| STARWOOD DISTRESSED OPPORTUNITY IX | Investment management; Investment management fees paid directly by plan |

## Other plans from this sponsor

- UBG 401(K) - UBG: https://planoptica.com/retirement/010689331-030

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/retirement/010689331-001
- Cite as: PlanOptica, https://planoptica.com/retirement/010689331-001
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers