2023 Form 5500 filing — Ubg 401(K) - Western Cooperative
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 20241002202416NAL0009452385001) for Ubg 401(K) - Western Cooperative, reported by Western Cooperative Co under EIN 47-0344432 and plan number 002. It reports 215 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002202416NAL0009452385001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Western Cooperative Co
- EIN
- 47-0344432
- Plan number
- 002
- Location
- Alliance, NE
- Participants
- 215
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,352,494
- Total liabilities (EOY)
- $10,698
- Net assets (EOY)
- $8,341,796
- Employer contributions
- $93,796
- Participant contributions
- $587,047
- Total income / additions
- $1,770,735
- Benefits paid
- $899,870
- Administrative expenses
- $16,470
- Total expenses
- $920,161
- Net increase / (decrease)
- $850,574
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| United Benefits Group | CONTRACT ADMIN | $8,153 | not reported in the loaded dataset |
| Intellicents Investment Solutions I | OTHER | $5,000 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $1,037 | $0 |