2023 Form 5500 filing — Missouri Co-Operative Employee Healthcare Fund
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 20241111100126NAL0009140371002) for Missouri Co-Operative Employee Healthcare Fund, reported by Missouri Co-Operative Employee Healthcare Fund under EIN 43-1677623 and plan number 501. It reports 442 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241111100126NAL0009140371002
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Missouri Co-Operative Employee Healthcare Fund
- EIN
- 43-1677623
- Plan number
- 501
- Location
- Richmond, MO
- Participants
- 442
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,098,281
- Total liabilities (EOY)
- $736,914
- Net assets (EOY)
- $4,361,367
- Employer contributions
- $5,142,288
- Total income / additions
- $5,524,380
- Benefits paid
- $4,350,087
- Administrative expenses
- $844,221
- Total expenses
- $5,194,308
- Net increase / (decrease)
- $330,072
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Allied Benefit Systems, LLC | THIRD PARTY ADMINSTRATOR | $249,489 | not reported in the loaded dataset |
| Employer Wellness Solutions | PLAN CONSULTANT | $37,251 | not reported in the loaded dataset |
| New Directions | PLAN CONSULTANT | $25,400 | not reported in the loaded dataset |
| Us Bank, N.A. | INVESTMENT MANAGER | $19,802 | $0 |
| Rouse,Frets,White,Goss,Gentile, Pc | FUND ATTORNEY | $17,600 | not reported in the loaded dataset |