2023 Form 5500 filing — Ubg 401(K) - Cpi
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240911105109NAL0004189699001) for Ubg 401(K) - Cpi, reported by Cooperative Producers, Inc under EIN 47-0206858 and plan number 002. It reports 403 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911105109NAL0004189699001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cooperative Producers, Inc
- EIN
- 47-0206858
- Plan number
- 002
- Location
- Hastings, NE
- Participants
- 403
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,874,243
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,874,243
- Employer contributions
- $0
- Participant contributions
- $378,166
- Total income / additions
- $1,144,434
- Benefits paid
- $226,444
- Administrative expenses
- $9,434
- Total expenses
- $293,279
- Net increase / (decrease)
- $851,155
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| United Benefits Group | CONTRACT ADMIN | $5,670 | not reported in the loaded dataset |
| Intellicents Investment Solutions I | INVESTMENT ADVISOR | $5,000 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 |