2023 Form 5500 filing — The Restated Noncontributory 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 20250115084618NAL0035350560001) for The Restated Noncontributory Retirement Plan For Cooperatives, reported by Farmers Union Cooperative under EIN 42-0243030 and plan number 020. It reports 144 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115084618NAL0035350560001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Farmers Union Cooperative
- EIN
- 42-0243030
- Plan number
- 020
- Location
- Ossian, IA
- Participants
- 144
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,640,045
- Total liabilities (EOY)
- $5,661
- Net assets (EOY)
- $8,634,384
- Employer contributions
- $420,000
- Total income / additions
- $1,284,040
- Benefits paid
- $371,545
- Administrative expenses
- $23,381
- Total expenses
- $394,926
- Net increase / (decrease)
- $889,114
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Financial Group | NONE | $7,020 | not reported in the loaded dataset |