Co-Op 401(K) Plan — Form 5500 plan (Provision Partners Cooperative Dba Allied 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, Co-Op 401(K) Plan is a benefit plan reported by Provision Partners Cooperative Dba Allied Cooperative under EIN 39-1837623 and plan number 001. The latest loaded filing year is 2023. The filing reports 276 participants and $38,063,671 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Provision Partners Cooperative Dba Allied Cooperative
- EIN
- 39-1837623
- Plan number
- 001
- Plan type
- 2
- Location
- Marshfield, WI
- Latest filing year
- 2023
- Participants
- 276
- End-of-year plan assets
- $38,063,671
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 276 | H, C | 20240909110424NAL0005399361001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,063,671
- Total liabilities (EOY)
- $4,945
- Net assets (EOY)
- $38,058,726
- Net assets (BOY)
- $13,494,986
Income & contributions
- Employer contributions
- $509,115
- Participant contributions
- $787,890
- Total contributions
- $1,359,193
- Total income / additions
- $4,127,615
Expenses & distributions
- Benefits paid
- $1,557,784
- Administrative expenses
- $46,470
- Total expenses
- $1,604,254
- Net increase / (decrease)
- $2,523,361
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman, Inc. | NONE | $33,988 | not reported in the loaded dataset | 2023 |