The Restated Contributory Retirement Plan For Cooperatives — Form 5500 plan (United Farmers 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, The Restated Contributory Retirement Plan For Cooperatives is a benefit plan reported by United Farmers Cooperative under EIN 42-0241770 and plan number 020. The latest loaded filing year is 2023. The filing reports 243 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Farmers Cooperative
- EIN
- 42-0241770
- Plan number
- 020
- Plan type
- 2
- Location
- Red Oak, IA
- Latest filing year
- 2023
- Participants
- 243
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 243 | H, C | 20250109121013NAL0020440976001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $12,952,390
Income & contributions
- Employer contributions
- $210,000
- Participant contributions
- $27,468
- Total contributions
- $237,468
- Total income / additions
- $1,651,774
Expenses & distributions
- Benefits paid
- $701,433
- Administrative expenses
- $36,118
- Total expenses
- $737,551
- Net increase / (decrease)
- $914,223
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Financial Group | NONE | $8,761 | not reported in the loaded dataset | 2023 |