Plan5500

United Cooperative 401(K) Plan — Form 5500 plan (United Cooperative)

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, United Cooperative 401(K) Plan is a benefit plan reported by United Cooperative under EIN 39-0191260 and plan number 002. The latest loaded filing year is 2023. The filing reports 873 participants and $63,986,545 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
United Cooperative
EIN
39-0191260
Plan number
002
Plan type
2
Location
Beaver Dam, WI
Latest filing year
2023
Participants
873
End-of-year plan assets
$63,986,545

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023873H, C20241007104650NAL0007499763001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$63,986,545
Total liabilities (EOY)
$0
Net assets (EOY)
$63,986,545
Net assets (BOY)
$54,916,417

Income & contributions

Employer contributions
$1,401,475
Participant contributions
$2,212,320
Total contributions
$7,744,094
Total income / additions
$17,489,194

Expenses & distributions

Benefits paid
$8,337,817
Administrative expenses
$81,709
Total expenses
$8,419,066
Net increase / (decrease)
$9,070,128

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cota Street Investment ManagementINVESTMENT MGMT$35,797not reported in the loaded dataset2023
Pensionmark Financial Group LLCINVESTMENT ADVISOR$34,523not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$11,389$02023

Related Form 5500 pages