2023 Form 5500 filing — The Restated Contributory Retirement Plan For Cooperatives
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 20250106102756NAL0012906080001) for The Restated Contributory Retirement Plan For Cooperatives, reported by Heartland Co-Op under EIN 42-0242420 and plan number 020. It reports 1,058 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250106102756NAL0012906080001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Heartland Co-Op
- EIN
- 42-0242420
- Plan number
- 020
- Location
- Clive, IA
- Participants
- 1,058
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $85,960,165
- Total liabilities (EOY)
- $32,861
- Net assets (EOY)
- $85,927,304
- Employer contributions
- $5,675,000
- Participant contributions
- $596,651
- Total income / additions
- $17,286,600
- Benefits paid
- $3,602,183
- Administrative expenses
- $191,388
- Total expenses
- $3,793,571
- Net increase / (decrease)
- $13,493,029
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Financial Group | NONE | $67,866 | not reported in the loaded dataset |
| Mercer | NONE | $20,330 | not reported in the loaded dataset |