Premier Cooperative Employee Savings And Retirement Plan — Form 5500 plan (Premier Cooperative, Inc.)

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, Premier Cooperative Employee Savings And Retirement Plan is a benefit plan reported by Premier Cooperative, Inc. under EIN 27-0337232 and plan number 002. The latest loaded filing year is 2023. The filing reports 154 participants and $10,141,371 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Premier Cooperative, Inc.
EIN
27-0337232
Plan number
002
Plan type
2
Location
Champaign, IL
Latest filing year
2023
Participants
154
End-of-year plan assets
$10,141,371

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023154H, C20250430231035NAL0002621409001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,141,371
Total liabilities (EOY)
$0
Net assets (EOY)
$10,141,371
Net assets (BOY)
$9,811,150

Income & contributions

Employer contributions
$469,168
Participant contributions
$596,960
Total contributions
$1,375,194
Total income / additions
$2,976,082

Expenses & distributions

Benefits paid
$2,603,231
Administrative expenses
$42,630
Total expenses
$2,645,861
Net increase / (decrease)
$330,221

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Northwestern Mutual Wealth Mgt.RETAINED BY PLAN SPONSOR$23,358not reported in the loaded dataset2023
John Hancock Retirement Plan SvcsRETAINED BY PLAN SPONSOR$19,272$02023

Related Form 5500 pages