# United Benefits Group DB Plan
Source: https://planprovider.pro/companies/united-benefits-group-010689331-001

> United Benefits Group's DB plan: 14,814 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/jp-morgan-asset-management) — Custodian / Trustee

- [AON CONSULTING, INC.](https://planprovider.pro/provider/alight-solutions) — 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|

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- [Douglas Products & Packaging Co.](https://planprovider.pro/companies/douglas-products-packaging-co-401k-plan) — 178 participants

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