Plans listing this provider
20
0.04% of the 56,420 plans with Schedule H financials; 17 in 2023
Providers › United Benefits Group
United Benefits Group
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $267,835
Assets of those plans
$312,794,710
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$267,835
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 13 | Contract administrator | 20 |
| 27 | Investment advisory (plan) | 3 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| UBG 401(k) - Agtegra | Agtegra Cooperative | $69,052,253 | 892 | $40,066 |
| UBG 401(k) - Agstate SH Match | Agstate | $31,020,209 | 395 | $28,866 |
| UBG 401(k) - Key Coop | Key Cooperative | $30,460,299 | 244 | $28,238 |
| UBG 401(k) - Farmers Cooperative | Farmers Cooperative | $26,986,887 | 378 | $26,533 |
| UBG 401(k) - Frontier Cooperative | Frontier Cooperative | $19,757,112 | 281 | $19,216 |
| UBG 401(k) - MKC | Mid-kansas Cooperative Association | $15,988,318 | 336 | $14,731 |
| UBG 401(k) - Agstate | Agstate | $14,020,261 | 179 | $13,850 |
| UBG 401(k) - Midway Co-op | Midway Co-op Association | $13,354,494 | 107 | $12,849 |
| UBG 401(k) - Garden City (SH Plan) | Garden City Co-op | $11,084,116 | 127 | $9,797 |
| UBG 401(k) - Alliance AG & Grain | Alliance AG & Grain | $10,647,790 | 131 | $9,013 |
| UBG 401(k) - Western Cooperative | Western Cooperative | $9,744,779 | 160 | $11,579 |
| UBG 401(k)- Country Partners Coop | Country Partners Cooperative | $8,628,912 | 139 | $8,579 |
| UBG 401(k) - Imperial | Frenchman Valley Farmers Cooperative | $7,906,921 | 192 | $8,425 |
| UBG 401(k) - AG Plus Cooperative | AG Plus Cooperative | $7,211,235 | 117 | $7,413 |
| UBG 401(k) - AG Partners | AG Partners Cooperative | $6,952,190 | 161 | $6,690 |
| UBG 401(k) - Frontier AG | Frontier | $6,914,569 | 105 | $6,538 |
| UBG 401(k) - CPI | Cooperative Producers | $6,421,805 | 154 | $6,474 |
| UBG 401(k) - American Plains Coop | Great Bend Cooperative Association DBA American Plains Co-op | $6,010,644 | 169 | $5,636 |
| UBG 401(k) - Fca/vision AG | Farmers Coop Assn and Vision | $5,315,958 | 107 | $1,671 |
| UBG 401(k) - Fca/vision AG | Farmers Coop Assn and Vision | $5,315,958 | 107 | $1,671 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.