Missouri Co-Operative Employee Healthcare Fund — Form 5500 plan (Missouri Co-Operative Employee Healthcare 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, Missouri Co-Operative Employee Healthcare Fund is a benefit plan reported by Missouri Co-Operative Employee Healthcare Fund under EIN 43-1677623 and plan number 501. The latest loaded filing year is 2023. The filing reports 442 participants and $5,098,281 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Missouri Co-Operative Employee Healthcare Fund
- EIN
- 43-1677623
- Plan number
- 501
- Plan type
- 3
- Location
- Richmond, MO
- Latest filing year
- 2023
- Participants
- 442
- End-of-year plan assets
- $5,098,281
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 442 | H, C | 20241111100126NAL0009140371002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,098,281
- Total liabilities (EOY)
- $736,914
- Net assets (EOY)
- $4,361,367
- Net assets (BOY)
- $4,031,295
Income & contributions
- Employer contributions
- $5,142,288
- Total contributions
- $5,142,288
- Total income / additions
- $5,524,380
Expenses & distributions
- Benefits paid
- $4,350,087
- Administrative expenses
- $844,221
- Total expenses
- $5,194,308
- Net increase / (decrease)
- $330,072
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Allied Benefit Systems, LLC | THIRD PARTY ADMINSTRATOR | $249,489 | not reported in the loaded dataset | 2023 |
| Employer Wellness Solutions | PLAN CONSULTANT | $37,251 | not reported in the loaded dataset | 2023 |
| New Directions | PLAN CONSULTANT | $25,400 | not reported in the loaded dataset | 2023 |
| Us Bank, N.A. | INVESTMENT MANAGER | $19,802 | $0 | 2023 |
| Rouse,Frets,White,Goss,Gentile, Pc | FUND ATTORNEY | $17,600 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Missouri Co-Operative Employee Healthcare Fund
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Richmond, MO
- Allied Benefit Systems, LLC — Schedule C compensation
- Employer Wellness Solutions — Schedule C compensation
- New Directions — Schedule C compensation
- Us Bank, N.A. — Schedule C compensation
- Rouse,Frets,White,Goss,Gentile, Pc — Schedule C compensation