Who sponsors the Co-Op 401(K) Plan?

Co-Op 401(K) Plan is reported as sponsored by Envision Cooperative (EIN 45-0133140, plan number 001) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Co-Op 401(K) Plan?

The latest Form 5500 filing year loaded for Co-Op 401(K) Plan is 2023.

How many participants does Co-Op 401(K) Plan report?

Co-Op 401(K) Plan reports 158 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Co-Op 401(K) Plan?

Co-Op 401(K) Plan reports $5,301,685 in end-of-year plan assets in its latest loaded Form 5500 filing.

Co-Op 401(K) Plan — Form 5500 plan (Envision Cooperative)

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, Co-Op 401(K) Plan is a benefit plan reported by Envision Cooperative under EIN 45-0133140 and plan number 001. The latest loaded filing year is 2023. The filing reports 158 participants and $5,301,685 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$5.3MPlan net assets, end of year$5,301,128

Participants158Covered participants reported

Assets / participant$33.6KComputed: assets ÷ participants$33,555 (computed)

Provider compensation$28.9K1 Schedule C provider row(s)$28,918

Plan sponsor: Envision Cooperative
EIN: 45-0133140
Plan number: 001
Plan type: 2
Location: Rugby, ND
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	158	H, C	20250710130137NAL0004075875001

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)$5.3M total assets

Net assets$5.3MLiabilities$557

Money in vs. money out

Total income / additions$1.8M

Total expenses$1.2M

Benefits paid / distributions$1.2M

Contributions

Employer$348.6K

Participant$184K

Full reported line items

Net assets

Total assets (EOY): $5,301,685
Total liabilities (EOY): $557
Net assets (EOY): $5,301,128
Net assets (BOY): $4,778,900

Income & contributions

Employer contributions: $348,596
Participant contributions: $184,049
Total contributions: $701,746
Total income / additions: $1,767,690

Expenses & distributions

Benefits paid: $1,212,307
Administrative expenses: $33,155
Total expenses: $1,245,462
Net increase / (decrease): $522,228

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.

Contribution share (employer vs. participant)

65%35%

Employer 65%Participant 35%

Total expenses ÷ net assets23%Computed ratio

Benefits paid ÷ total income69%Computed ratio

Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Milliman, Inc.	NONE	$28,918	not reported in the loaded dataset	2023