2023 Form 5500 filing — Ubg 401(K) - Agtegra
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 20241010144328NAL0010148643001) for Ubg 401(K) - Agtegra, reported by Agtegra Cooperative under EIN 46-0191930 and plan number 002. It reports 1,119 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010144328NAL0010148643001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Agtegra Cooperative
- EIN
- 46-0191930
- Plan number
- 002
- Location
- Aberdeen, SD
- Participants
- 1,119
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $61,908,906
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $61,908,906
- Employer contributions
- $1,879,885
- Participant contributions
- $3,310,736
- Total income / additions
- $15,025,852
- Benefits paid
- $4,817,952
- Administrative expenses
- $101,819
- Total expenses
- $4,971,581
- Net increase / (decrease)
- $10,054,271
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $61,862 | $0 |
| United Benefits Group | CONTRACT ADMIN | $34,957 | not reported in the loaded dataset |
| Intellicents Investment Solutions I | INVESTMENT ADVISOR | $5,000 | not reported in the loaded dataset |