Village Northwest Premium Conversion Cafeteria Plan — Form 5500 plan (Village Northwest Unlimited)
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, Village Northwest Premium Conversion Cafeteria Plan is a benefit plan reported by Village Northwest Unlimited under EIN 42-1044017 and plan number 502. The latest loaded filing year is 2023. The filing reports 116 participants and $6,150,834 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Village Northwest Unlimited
- EIN
- 42-1044017
- Plan number
- 502
- Plan type
- 2
- Location
- Sheldon, IA
- Latest filing year
- 2023
- Participants
- 116
- End-of-year plan assets
- $6,150,834
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 116 | H, C | 20250414134509NAL0000800851002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,150,834
- Total liabilities (EOY)
- $105,981
- Net assets (EOY)
- $6,044,853
- Net assets (BOY)
- $5,153,251
Income & contributions
- Employer contributions
- $1,470,993
- Participant contributions
- $553,161
- Total contributions
- $2,024,154
- Total income / additions
- $2,661,641
Expenses & distributions
- Benefits paid
- $1,673,106
- Administrative expenses
- $96,933
- Total expenses
- $1,770,039
- Net increase / (decrease)
- $891,602
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ari Services Ltd | BROKER | $6,985 | $0 | 2023 |
| Group Benefits Ltd | BROKER | $5,156 | not reported in the loaded dataset | 2023 |