2023 Form 5500 filing — The Cooperative Welfare Benefits 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 20241015194741NAL0029526545001) for The Cooperative Welfare Benefits Plan, reported by Board Of Trustees Of The Cooperative Welfare Benefits Fund under EIN 42-1294150 and plan number 501. It reports 5,540 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015194741NAL0029526545001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Board Of Trustees Of The Cooperative Welfare Benefits Fund
- EIN
- 42-1294150
- Plan number
- 501
- Location
- West Des Moines, IA
- Participants
- 5,540
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,333,772
- Total liabilities (EOY)
- $9,372,088
- Net assets (EOY)
- $10,961,684
- Employer contributions
- $67,638,329
- Participant contributions
- $1,316,193
- Total income / additions
- $69,855,871
- Benefits paid
- $67,387,017
- Administrative expenses
- $3,082,180
- Total expenses
- $70,469,197
- Net increase / (decrease)
- -$613,326
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wellmark | ADMINISTRATOR | $2,599,467 | not reported in the loaded dataset |
| Delta Dental | ADMINISTRATOR | $145,831 | not reported in the loaded dataset |
| Associated Benefits Corporation | PLAN ADMINISTRATOR | $50,773 | $0 |
| Deloitte & Touche Llp | AUDITOR | $50,750 | not reported in the loaded dataset |
| Spencer Fane Llp | LEGAL | $20,721 | not reported in the loaded dataset |
| Benefitfocus.Com, Inc. | INFORMATION MGMT. | $16,500 | not reported in the loaded dataset |
| Bral Niedert Private Wealth Advisor | INVESTMENT MGMT | $15,111 | not reported in the loaded dataset |
| Galliard Capital Management, Inc. | INVESTMENT MGMT | $14,169 | not reported in the loaded dataset |