Stateline Cooperative — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Stateline Cooperative (EIN 42-1023410) is a plan sponsor located in Burt, IA with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
42-1023410
Location
Burt, IA
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$44,349,441
Total reported liabilities (EOY)
$26,111
Total reported net assets (EOY)
$44,323,330

Contributions & income

Employer contributions
$248,824
Participant contributions
$926,945
Total income / additions
$6,333,685

Expenses & distributions

Benefits paid / distributions
$2,282,263
Total expenses
$2,362,678
Net increase / (decrease)
$3,971,007

Coverage

Total reported participants
631
Plans with financial statements
2
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Stateline Cooperative plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
The Restated Noncontributory Retirement Plan For Cooperatives020289$24,617,2522023
The Restated Thrift/Profit Sharing Plan For Cooperatives030208$19,732,1892023
Stateline Cooperative Benefit Plan501134not reported in the loaded dataset2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Stateline Cooperative
YearPlanParticipantsSchedulesFiling
2023Stateline Cooperative Benefit Plan13420241001155535NAL0012101088001
2023The Restated Thrift/Profit Sharing Plan For Cooperatives208H, C20241014114459NAL0044364416001
2023The Restated Noncontributory Retirement Plan For Cooperatives289H, C20250115125013NAL0012701539001

Related Form 5500 pages