2023 Form 5500 filing — Ubg 401(K) - Key Coop
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 20241010144221NAL0011618307001) for Ubg 401(K) - Key Coop, reported by Key Cooperative under EIN 42-0242395 and plan number 030. It reports 350 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010144221NAL0011618307001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Key Cooperative
- EIN
- 42-0242395
- Plan number
- 030
- Location
- Roland, IA
- Participants
- 350
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,581,651
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,581,651
- Employer contributions
- $242,048
- Participant contributions
- $1,125,744
- Total income / additions
- $5,061,424
- Benefits paid
- $2,345,374
- Administrative expenses
- $33,486
- Total expenses
- $2,378,860
- Net increase / (decrease)
- $2,682,564
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| United Benefits Group | CONTRACT ADMIN | $25,924 | 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 | $2,562 | $0 |