2023 Form 5500 filing — Independent Pharmacy Cooperative Retirement Savings Plan
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 20240927155314NAL0002336209001) for Independent Pharmacy Cooperative Retirement Savings Plan, reported by Independent Pharmacy Cooperative under EIN 39-1500389 and plan number 001. It reports 187 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927155314NAL0002336209001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Independent Pharmacy Cooperative
- EIN
- 39-1500389
- Plan number
- 001
- Location
- Sun Prairie, WI
- Participants
- 187
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,455,246
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,455,246
- Employer contributions
- $656,484
- Participant contributions
- $878,832
- Total income / additions
- $3,999,678
- Benefits paid
- $1,358,201
- Administrative expenses
- $91,328
- Total expenses
- $1,452,109
- Net increase / (decrease)
- $2,547,569
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Spectrum Investment Advisors Inc | INVESTMENT ADVISOR | $64,220 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $27,108 | $0 |