The Restated Noncontributory Retirement Plan For Cooperatives — Form 5500 plan (Cooperative Farmers Elevator)
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 Noncontributory Retirement Plan For Cooperatives is a benefit plan reported by Cooperative Farmers Elevator under EIN 42-0244070 and plan number 020. The latest loaded filing year is 2023. The filing reports 535 participants and $28,871,614 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cooperative Farmers Elevator
- EIN
- 42-0244070
- Plan number
- 020
- Plan type
- 2
- Location
- Rock Valley, IA
- Latest filing year
- 2023
- Participants
- 535
- End-of-year plan assets
- $28,871,614
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 535 | H, C | 20250114140925NAL0031854480001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,871,614
- Total liabilities (EOY)
- $25,058
- Net assets (EOY)
- $28,846,556
- Net assets (BOY)
- $23,889,709
Income & contributions
- Employer contributions
- $2,840,000
- Total contributions
- $2,840,000
- Total income / additions
- $6,275,185
Expenses & distributions
- Benefits paid
- $1,123,222
- Administrative expenses
- $195,116
- Total expenses
- $1,318,338
- Net increase / (decrease)
- $4,956,847
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Financial Group | NONE | $23,408 | not reported in the loaded dataset | 2023 |
| Mercer | NONE | $11,801 | not reported in the loaded dataset | 2023 |