Plan5500

The Restated Noncontributory Retirement Plan For Cooperatives — Form 5500 plan (New 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, The Restated Noncontributory Retirement Plan For Cooperatives is a benefit plan reported by New Cooperative, Inc. under EIN 42-1009976 and plan number 020. The latest loaded filing year is 2023. The filing reports 1,029 participants and $153,323,576 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
New Cooperative, Inc.
EIN
42-1009976
Plan number
020
Plan type
2
Location
Fort Dodge, IA
Latest filing year
2023
Participants
1,029
End-of-year plan assets
$153,323,576

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,029H, C20250108132626NAL0011112369001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$153,323,576
Total liabilities (EOY)
$71,704
Net assets (EOY)
$153,251,872
Net assets (BOY)
$117,720,429

Income & contributions

Employer contributions
$11,750,000
Total contributions
$11,750,000
Total income / additions
$27,683,380

Expenses & distributions

Benefits paid
$5,787,758
Administrative expenses
$245,058
Total expenses
$6,032,816
Net increase / (decrease)
$21,650,564

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Financial GroupNONE$109,527not reported in the loaded dataset2023
MercerNONE$34,428not reported in the loaded dataset2023

Related Form 5500 pages