Co-Op 401(K) 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, Co-Op 401(K) Plan is a benefit plan reported by Farmers Union Industries, LLC under EIN 20-3001031 and plan number 002. The latest loaded filing year is 2023. The filing reports 691 participants and $26,420,126 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
002
Plan type
2
Location
Redwood Falls, MN
Latest filing year
2023
Participants
691
End-of-year plan assets
$26,420,126

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023691H, C20241014163255NAL0027868257001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$26,420,126
Total liabilities (EOY)
$1,754
Net assets (EOY)
$26,418,372
Net assets (BOY)
$22,577,816

Income & contributions

Employer contributions
$1,474,739
Participant contributions
$1,590,613
Total contributions
$3,131,312
Total income / additions
$6,930,921

Expenses & distributions

Benefits paid
$3,031,214
Administrative expenses
$59,151
Total expenses
$3,090,365
Net increase / (decrease)
$3,840,556

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Milliman, Inc.NONE$46,085not reported in the loaded dataset2023

Related Form 5500 pages