Filings through .
Filed May 7, 2019 (most recent of 3 filings on file)
Street address, email and phone are on Pro, free for 7 days.
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
UNITED BENEFITS GROUP3 years Service code 13 PO BOX 169005 · KANSAS CITY, MO 64116 | Contract Administrator | $12,849 |
Filed as: INTELLICENTS INVESTMENT SOLUTIONS Service code 27 100 NORTH BROADWAY · ALBERT LEA, MN 56007 | Advisory (Plan) | $5,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,655 |
7 funds of $250K or more; 9 lines in all, holding $13.2M of the plan's $13.4M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: BlackRock LifePath Index, collective trust, 21% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Intellicents Moderately Aggressive CIF Manager not matched · Collective trust | $4.1M | 31.1% |
| Intellicents Moderate CIF Manager not matched · Collective trust | $3.0M | 22.5% |
| BlackRock LifePath Index BlackRock · Collective trust Target-date, 7 vintages | $2.8M | 21.2% |
| Intellicents Moderately Conservative CIT Manager not matched · Collective trust | $1.8M | 13.6% |
| Intellicents Aggressive CIF Manager not matched · Collective trust | $962K | 7.3% |
| Intellicents Conservative CIF Manager not matched · Collective trust | $421K | 3.2% |
| PIMCO Income Instl Mutual Fund PIMCO (Allianz) · Mutual fund | $70K | 0.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $65K | 0.5% |
| Fidelity Large Cap Value Index Fund Fidelity (FMR) · Mutual fund Index | $4K | <0.1% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.