Plan5500

Farmers Union Industries, LLC Retirement Plan — Form 5500 plan (Farmers Union Industries, LLC)

Plain-English plan 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, Farmers Union Industries, LLC Retirement Plan is a benefit plan reported by Farmers Union Industries, LLC under EIN 20-3001031 and plan number 001. The latest loaded filing year is 2023. The filing reports 308 participants and $40,134,209 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Farmers Union Industries, LLC
EIN
20-3001031
Plan number
001
Plan type
2
Location
Redwood Falls, MN
Latest filing year
2023
Participants
308
End-of-year plan assets
$40,134,209

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023308H, C20241015141109NAL0016585891001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$40,134,209
Total liabilities (EOY)
$0
Net assets (EOY)
$40,134,209
Net assets (BOY)
$35,626,016

Income & contributions

Total contributions
$0
Total income / additions
$7,058,346

Expenses & distributions

Benefits paid
$2,263,464
Administrative expenses
$286,689
Total expenses
$2,550,153
Net increase / (decrease)
$4,508,193

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch, Pierce, Fenner SmithBROKERAGE$280,783$10,9592023
Merrill Lynch, Pierce, Fenner SmithBROKERAGE$0$02023

Related Form 5500 pages