2023 Form 5500 filing — North Dakota Farmers Union Pension 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 20241014143623NAL0026426897001) for North Dakota Farmers Union Pension Plan, reported by Farmers Educational & Coop Union Of America North Dakota Division under EIN 45-0130613 and plan number 001. It reports 125 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014143623NAL0026426897001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Farmers Educational & Coop Union Of America North Dakota Division
- EIN
- 45-0130613
- Plan number
- 001
- Location
- Jamestown, ND
- Participants
- 125
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,866,996
- Total liabilities (EOY)
- $14,079
- Net assets (EOY)
- $12,852,917
- Employer contributions
- $800,000
- Total income / additions
- $2,227,934
- Benefits paid
- $649,789
- Administrative expenses
- $146,498
- Total expenses
- $796,287
- Net increase / (decrease)
- $1,431,647
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Great West Life & Annuity Insurance | CONTRACT ADMINISTRATOR | $66,071 | not reported in the loaded dataset |
| Brady Martz And Associates Pc | CPA | $18,350 | not reported in the loaded dataset |
| Advanced Capital Group | INVESTMENT ADVISORY SVC | $14,781 | not reported in the loaded dataset |