# United Agribusiness League 401(k) Plan
Source: https://planprovider.pro/companies/united-agribusiness-league-953514902-501

> United Agribusiness League's 401(k) plan: 21,356 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** United Agribusiness League

- **Sponsor EIN:** 953514902

- **Sponsor Address:** 54 CORPORATE PARK, IRVINE, CA, 926065105

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 21,356

- **Total Assets:** $105.4M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|21,356|$105.4M|$249.0M|$1.6M|

| 2023|21,725|$86.4M|$238.0M|$1.5M|

| 2022|22,168|$61.7M|$226.4M|$1.8M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| BLUE SHIELD OF CALIFORNIA|Other Service Provider|$5,400,809|—|$5,400,809|

| ELITE CORPORATE MEDICAL SERVICES IN|Other Service Provider|$1,833,059|—|$1,833,059|

| BRENT EASTMAN INSURANCE SERVICES|Other Service Provider|$1,612,858|—|$1,612,858|

| COSTCO HEALTH SOLUTIONS INC|Other Service Provider|$1,304,067|—|$1,304,067|

| NIKSSARIAN INSURANCE SERVICES, INC|Other Service Provider|$1,175,516|—|$1,175,516|

| MOORE INSURANCE SERVICES, INC|Other Service Provider|$1,049,802|—|$1,049,802|

| KEVIN SALTZMAN INC|Other Service Provider|$871,706|—|$871,706|

| MORRIS & GARRITANO INSURANCE AGENCY|Other Service Provider|$787,737|—|$787,737|

| INTERWEST INSURANCE SERVICES, LLC|Other Service Provider|$702,341|—|$702,341|

| RELATION INSURANCE SERVICES|Other Service Provider|$642,592|—|$642,592|

| HUB INTERNATIONAL INSURANCE SERVICE|Other Service Provider|$472,552|—|$472,552|

| JAMES G PARKER INSURANCE ASSOCIATES|Other Service Provider|$333,934|—|$333,934|

| GALLAGHER BENEFIT SERVICES, INC|Investment Advisor|$302,135|—|$302,135|

| COOK & ASSOCIATES|Other Service Provider|$273,981|—|$273,981|

| THE BACHAN GROUP, LLC|Other Service Provider|$266,916|—|$266,916|

| WINTON IRELAND STROM & GREEN INS|Other Service Provider|$253,561|—|$253,561|

| GEORGE PETERSEN INSURANCE AGENCY|Other Service Provider|$219,283|—|$219,283|

| ERNST CONSULTING SOLUTIONS|Other Service Provider|$204,946|—|$204,946|

| PACIFIC COAST BENEFIT INSURANCE|Other Service Provider|$201,899|—|$201,899|

| SPRING CARE, INC|Other Service Provider|$195,269|—|$195,269|

| ALLIANT INSURANCE SERVICES|Other Service Provider|$190,214|—|$190,214|

| LIVONGO HEALTH, INC|Other Service Provider|$185,668|—|$185,668|

| MALLOY IMRIE & VASCONI INSURANCE|Other Service Provider|$184,965|—|$184,965|

| WLT SOFTWARE|Other Service Provider|$172,937|—|$172,937|

| DOUGLAS D. LIGHTLE|Other Service Provider|$170,927|—|$170,927|

| LOCKTON-DUNNING SERIES OF LOCKTON C|Other Service Provider|$161,745|—|$161,745|

| GRAYBILL INSURANCE AGENCY, INC|Other Service Provider|$160,334|—|$160,334|

| MEDEIROS BENEFITS COMPANY, LLC|Other Service Provider|$156,554|—|$156,554|

| SWEENEY & SWEENEY INSURANCE, INC|Other Service Provider|$152,529|—|$152,529|

| HEALTHCARE INTERACTIVE INC|Other Service Provider|$145,976|—|$145,976|

| GCI BENEFITS, LLC|Other Service Provider|$145,042|—|$145,042|

| ANDREINI & COMPANY|Other Service Provider|$139,768|—|$139,768|

| SINGERLEWAK LLP|Auditor|$139,300|—|$139,300|

| LEAVITT CENTRAL COAST INSURANCE|Other Service Provider|$137,419|—|$137,419|

| RELATION INSURANCE SERVICES|Other Service Provider|$131,025|—|$131,025|

| POWERS-LEAVITT INSURANCE AGENCY|Other Service Provider|$126,645|—|$126,645|

| TELADOC INC.|Other Service Provider|$121,062|—|$121,062|

| DAVID ERNSTAM FINANCIAL & INSURANCE|Other Service Provider|$115,189|—|$115,189|

| WESTERN VALLEY INSURANCE ASSOCIATES|Other Service Provider|$101,826|—|$101,826|

| ALLISON COMMERCIAL INSURANCE|Other Service Provider|$97,407|—|$97,407|

| BAY & BASIN INSURANCE SERVICES, LLC|Other Service Provider|$93,247|—|$93,247|

| PACIFIC DIVERSIFIED INSURANCE|Other Service Provider|$91,765|—|$91,765|

| WAKELY CONSULTING GROUP, LLC|Other Service Provider|$91,755|—|$91,755|

| FLYNN FINANCIAL & INSURANCE SERVICE|Other Service Provider|$82,091|—|$82,091|

| KUHTZ DIEHL INSURANCE & FINANCIAL|Other Service Provider|$74,475|—|$74,475|

| PACIFIC AG INSURANCE AGENCY, INC|Other Service Provider|$73,788|—|$73,788|

| KEITH W. MORRISON|Other Service Provider|$73,731|—|$73,731|

| MARK TIGNER FINANCIAL & INSURANCE|Other Service Provider|$72,572|—|$72,572|

| BNKV INSURANCE SOLUTIONS, INC|Other Service Provider|$66,641|—|$66,641|

| PAULI-SHAW INSURANCE AGENCY|Other Service Provider|$66,191|—|$66,191|

| RICO,PFITZER PIRES EMPLOYEE BENEFIT|Other Service Provider|$65,816|—|$65,816|

| MERCER HEALTH & BENEFITS, LLC|Other Service Provider|$65,217|—|$65,217|

| SMART DATA SOLUTIONS, INC|Other Service Provider|$62,124|—|$62,124|

| THE ROBERT LYNN COMPANY|Other Service Provider|$57,966|—|$57,966|

| RICHARD SHELTON INSURANCE MARKETING|Other Service Provider|$56,535|—|$56,535|

| WITHROW INSURANCE SERVICES|Other Service Provider|$55,569|—|$55,569|

| ASSURED PARTNERS OF CA INSURANCE|Other Service Provider|$53,581|—|$53,581|

| FAIR HEALTH, INC.|Other Service Provider|$52,166|—|$52,166|

| GDI INSURANCE AGENCY, INC|Other Service Provider|$50,399|—|$50,399|

| THOMAS KUNTZ INSURANCE|Other Service Provider|$47,437|—|$47,437|

| M&O AGENCIES, INC|Other Service Provider|$46,358|—|$46,358|

| WEST INSURANCE BROKERS, INC|Other Service Provider|$45,569|—|$45,569|

| LORRIE A. STROUD|Other Service Provider|$45,463|—|$45,463|

| NORTH VALLEY INSURANCE SERVICES|Other Service Provider|$45,005|—|$45,005|

| VISION SERVICE PLAN|Other Service Provider|$44,922|—|$44,922|

| BURNHAM BENEFITS INSURANCE SERVICES|Other Service Provider|$44,384|—|$44,384|

| LP INSURANCE SERVICES, LLC|Other Service Provider|$42,417|—|$42,417|

| DATAPATH, INC.|Other Service Provider|$41,845|—|$41,845|

| SINGLEPOINT INSURANCE SERVICES, INC|Other Service Provider|$40,852|—|$40,852|

| JEFF KANE INSURANCE SOLUTIONS, INC|Other Service Provider|$39,686|—|$39,686|

| RANDY OLIVEIRA DBA OLIVEIRA INSURAN|Other Service Provider|$37,306|—|$37,306|

| MCGRIFF INSURANCE SERVICES, LLC|Other Service Provider|$37,216|—|$37,216|

| DENNIS & CAROLIN MIGLIAZZO|Other Service Provider|$34,621|—|$34,621|

| KEVIN WRIGHT INSURANCE|Other Service Provider|$30,464|—|$30,464|

| PETER W. MLYNAR|Other Service Provider|$29,220|—|$29,220|

| GRADIENT AI CORP.|Other Service Provider|$27,000|—|$27,000|

| TANA S. ELIZONDO|Other Service Provider|$26,643|—|$26,643|

| FIRST DENTAL HEALTH|Other Service Provider|$26,501|—|$26,501|

| DOHRMANN, AN ALERA GROUP INSURANCE|Other Service Provider|$26,433|—|$26,433|

| CONTEXT HEALTHCARE|Other Service Provider|$26,289|—|$26,289|

| STAN SMITH INSURANCE SERVICES|Other Service Provider|$26,073|—|$26,073|

| HEFFERNAN INSURANCE BROKERS|Other Service Provider|$25,209|—|$25,209|

| TRAVELERS INSURANCE|Other Service Provider|$24,217|—|$24,217|

| DI BUDUO & DE FENDIS|Other Service Provider|$23,363|—|$23,363|

| CANOPY INSURANCE SERVICES|Other Service Provider|$23,154|—|$23,154|

| KINGSBURG INSURANCE AGENCY|Other Service Provider|$23,072|—|$23,072|

| CHARISE ANN KINNAMAN|Other Service Provider|$21,727|—|$21,727|

| THE SPANISH GROUP LLC|Other Service Provider|$21,220|—|$21,220|

| WEST CALLAWAY STOTKA, INC|Other Service Provider|$20,647|—|$20,647|

| WATSONVILLE INSURANCE ASSOCIATES|Other Service Provider|$19,847|—|$19,847|

| TALON MMS ANALYTICS, INC.|Other Service Provider|$19,187|—|$19,187|

| VAN BEURDEN INSURANCE SERVICES, INC|Other Service Provider|$18,811|—|$18,811|

| OAKRIDGE CORPORATE HEALTH INSURANCE|Other Service Provider|$18,124|—|$18,124|

| FOUNDATION RISK PARTNERS, CORP|Other Service Provider|$17,056|—|$17,056|

| SELDON BRUSA INSURANCE AGENCY, INC|Other Service Provider|$16,581|—|$16,581|

| SHERRI J. NUNES|Other Service Provider|$16,230|—|$16,230|

| DAVID B. CROTHER|Other Service Provider|$15,556|—|$15,556|

| INSZONE INSURANCE SERVICES, LLC|Other Service Provider|$15,351|—|$15,351|

| NIELSEN & ASSOCIATES INSURANCE|Other Service Provider|$15,079|—|$15,079|

| THOMAS R. MEANS, INC|Other Service Provider|$11,754|—|$11,754|

| FIND-A-CODE|Other Service Provider|$10,941|—|$10,941|

| GLENN COUNTY INSURANCE AGENCY|Other Service Provider|$10,925|—|$10,925|

| DISTINCTIVE INSURANCE AND ALERA|Other Service Provider|$10,510|—|$10,510|

| ARLAN WOODWARD|Other Service Provider|$10,434|—|$10,434|

| C&B INSURANCE SERVICES, INC|Other Service Provider|$10,006|—|$10,006|

| WES BRADFORD INS. SALES, INC|Other Service Provider|$9,757|—|$9,757|

| KARDEL INSURANCE SERVICES, INC|Other Service Provider|$9,140|—|$9,140|

| DOWNEY,CAVADIAS & DEANE, INC|Other Service Provider|$7,838|—|$7,838|

| WALTER L. CLARK & ASSOCIATES|Other Service Provider|$7,586|—|$7,586|

| MOSS ADAMS, LLP|Other Service Provider|$7,000|—|$7,000|

| MICHELLE TASCHLER|Other Service Provider|$6,856|—|$6,856|

| ANNE FREDERICKSON THOMPSON|Other Service Provider|$5,826|—|$5,826|

| CALIFORNIA DENTAL NETWORK|Other Service Provider|$5,665|—|$5,665|

| SLO COAST INSURANCE SERVICES|Other Service Provider|$5,460|—|$5,460|

| TOLMAN & WIKER INSURANCE SERVICES|Other Service Provider|$5,393|—|$5,393|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [GALLAGHER BENEFIT SERVICES, INC](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — Investment Advisor

- [SINGERLEWAK LLP](https://planprovider.pro/provider/singerlewak-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $23,648,350

- **Estimated Expense Ratio:** 22.430% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$31,986,609|$175,468|$16,600,000|$58,801|—|

| 2023|$30,518,257|$133,538|$15,600,000|$46,550|—|

| 2022|$28,491,035|$122,223|$12,722,500|—|$316,504|

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