North Dakota Farmers Union Pension Plan — Form 5500 plan (Farmers Educational & Coop Union Of America North Dakota Division)
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, North Dakota Farmers Union Pension Plan is a benefit plan reported by Farmers Educational & Coop Union Of America North Dakota Division under EIN 45-0130613 and plan number 001. The latest loaded filing year is 2023. The filing reports 125 participants and $12,866,996 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Farmers Educational & Coop Union Of America North Dakota Division
- EIN
- 45-0130613
- Plan number
- 001
- Plan type
- 2
- Location
- Jamestown, ND
- Latest filing year
- 2023
- Participants
- 125
- End-of-year plan assets
- $12,866,996
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 125 | H, C | 20241014143623NAL0026426897001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,866,996
- Total liabilities (EOY)
- $14,079
- Net assets (EOY)
- $12,852,917
- Net assets (BOY)
- $11,421,270
Income & contributions
- Employer contributions
- $800,000
- Total contributions
- $800,000
- Total income / additions
- $2,227,934
Expenses & distributions
- Benefits paid
- $649,789
- Administrative expenses
- $146,498
- Total expenses
- $796,287
- Net increase / (decrease)
- $1,431,647
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Great West Life & Annuity Insurance | CONTRACT ADMINISTRATOR | $66,071 | not reported in the loaded dataset | 2023 |
| Brady Martz And Associates Pc | CPA | $18,350 | not reported in the loaded dataset | 2023 |
| Advanced Capital Group | INVESTMENT ADVISORY SVC | $14,781 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Farmers Educational & Coop Union Of America North Dakota Division
- 2023 Form 5500 filing
- Form 5500 filings in ND
- 401(k) and benefit plan filings in Jamestown, ND
- Great West Life & Annuity Insurance — Schedule C compensation
- Brady Martz And Associates Pc — Schedule C compensation
- Advanced Capital Group — Schedule C compensation