Plan Snapshot
- Plan Sponsor: United Benefits Group
- Sponsor EIN: 010689331
- Sponsor Address: PO BOX 169005, KANSAS CITY, MO, 64116
- Plan Type: DB
- Plan Number: 001
- Total Participants: 14,814
- Total Assets: $3.5B
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 | 14,814 | $3.5B | $62.5M | $34.2M |
| 2023 | 15,151 | $3.5B | $15.5M | $33.1M |
| 2022 | 14,993 | $3.4B | $60.2M | $32.3M |
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 |
|---|---|---|---|---|
| JPMORGAN CHASE BANK, NA | Custodian / Trustee | $17,241,543 | — | $17,241,543 |
| SANDTON CAPITAL SOLUTIONS V | Investment Advisor | $3,726,743 | — | $3,726,743 |
| BLACKROCK RE PARTNERS X | Investment Advisor | $1,050,000 | — | $1,050,000 |
| BLACKROCK RE PARTNERS IX | Investment Advisor | $728,092 | — | $728,092 |
| PERCEPTIVE | Investment Advisor | $699,619 | — | $699,619 |
| SANDTON CAPITAL SOLUTIONS IV | Investment Advisor | $498,507 | — | $498,507 |
| KING STREET GLOBAL II | Investment Advisor | $463,812 | — | $463,812 |
| SANDTON | Investment Advisor | $297,126 | — | $297,126 |
| KINGSTREET GLOBAL DRAWDOWN FUND | Investment Advisor | $254,354 | — | $254,354 |
| AON CONSULTING, INC. | Actuary | $228,192 | — | $228,192 |
| FORTRESS LENDING FUND II | Investment Advisor | $191,699 | — | $191,699 |
| BLACKROCK REAL ESTATE PARTNERS VIII | Investment Advisor | $158,840 | — | $158,840 |
| SANDTON CAPITAL SOLUTIONS VI | Investment Advisor | $154,685 | — | $154,685 |
| DEMARCHE ASSOCIATES, INC. | Investment Advisor | $150,925 | — | $150,925 |
| FORTRESS LENDING III | Investment Advisor | $109,655 | — | $109,655 |
| SHOOK HARDY & BACON, LLP | Investment Advisor | $64,885 | — | $64,885 |
| PROPRINT, INC. | Other Service Provider | $62,083 | — | $62,083 |
| CBIZ CPAS P.C. | Auditor | $60,898 | — | $60,898 |
| PENSION BENEFIT INFORMATION LLC | Other Service Provider | $43,589 | — | $43,589 |
| STARWOOD OPPORTUNITY FUND X, LP | Investment Advisor | $39,685 | — | $39,685 |
| CBIZ | Other Service Provider | $19,950 | — | $19,950 |
| CRESTLINE OPPORTUNITY FUND | Investment Advisor | $10,437 | — | $10,437 |
| TCI REAL ESTATE PARTNERS FUND II | Investment Advisor | $9,760 | — | $9,760 |
| STARWOOD INT OPP FUND IX INV LP | Investment Advisor | $6,273 | — | $6,273 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JPMORGAN CHASE BANK, NA — Custodian / Trustee
- AON CONSULTING, INC. — Actuary
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $26,271,352
- Estimated Expense Ratio: 0.749% 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 | $27,430,473 | $8,553,321 | $112,564 | $60,898 | — |
| 2023 | $21,729,460 | $3,547,300 | $83,951 | $77,645 | — |
| 2022 | $27,881,728 | $5,772,306 | — | — | $381,408 |