Associated Benefits Corporation Section 125 Plan — Form 5500 plan (Board Of Trustees Of The Cooperative Welfare Benefits Fund)
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, Associated Benefits Corporation Section 125 Plan is a benefit plan reported by Board Of Trustees Of The Cooperative Welfare Benefits Fund under EIN 42-1294150 and plan number 502. The latest loaded filing year is 2023. The filing reports 2,322 participants and $425,239 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$218.6KPlan net assets, end of year$218,630
Participants2.3KCovered participants reported2,322
Assets / participant$183Computed: assets ÷ participants$183 (computed)
Provider compensation$36.5K2 Schedule C provider row(s)$36,546
- Plan sponsor
- Board Of Trustees Of The Cooperative Welfare Benefits Fund
- EIN
- 42-1294150
- Plan number
- 502
- Plan type
- 3
- Location
- West Des Moines, IA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,322 | H, C | 20241015194520NAL0015339651001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$425.2K total assets
Net assets$218.6KLiabilities$206.6K
Full reported line items
Net assets
- Total assets (EOY)
- $425,239
- Total liabilities (EOY)
- $206,609
- Net assets (EOY)
- $218,630
- Net assets (BOY)
- $199,450
Income & contributions
- Participant contributions
- $2,520,100
- Total contributions
- $2,520,100
- Total income / additions
- $2,529,050
Expenses & distributions
- Benefits paid
- $2,473,325
- Administrative expenses
- $36,545
- Total expenses
- $2,509,870
- Net increase / (decrease)
- $19,180
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets1148%Computed ratio
Benefits paid ÷ total income98%Computed ratio
Provider comp. ÷ net assets17%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Deloitte & Touche Llp | AUDITOR | $20,790 | not reported in the loaded dataset | 2023 |
| Wells Fargo Bank, N.A. | TRUSTEE BANK | $15,756 | not reported in the loaded dataset | 2023 |