Ubg 401(K) - Farmers Cooperative — Form 5500 plan (Farmers 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, Ubg 401(K) - Farmers Cooperative is a benefit plan reported by Farmers Cooperative under EIN 47-0155629 and plan number 002. The latest loaded filing year is 2023. The filing reports 625 participants and $26,280,392 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Farmers Cooperative
- EIN
- 47-0155629
- Plan number
- 002
- Plan type
- 2
- Location
- Dorchester, NE
- Latest filing year
- 2023
- Participants
- 625
- End-of-year plan assets
- $26,280,392
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 625 | H, C | 20241004122004NAL0023668418001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,280,392
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,280,392
- Net assets (BOY)
- $22,793,011
Income & contributions
- Employer contributions
- $379,949
- Participant contributions
- $1,117,777
- Total contributions
- $1,568,508
- Total income / additions
- $5,324,184
Expenses & distributions
- Benefits paid
- $1,757,440
- Administrative expenses
- $58,042
- Total expenses
- $1,836,803
- Net increase / (decrease)
- $3,487,381
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $28,465 | $0 | 2023 |
| United Benefits Group | CONTRACT ADMIN | $24,177 | not reported in the loaded dataset | 2023 |
| Intellicents Investment Solutions I | INVESTMENT ADVISOR | $5,000 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | OTHER | $400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Farmers Cooperative
- 2023 Form 5500 filing
- Form 5500 filings in NE
- 401(k) and benefit plan filings in Dorchester, NE
- Empower Annuity Insurance Company O — Schedule C compensation
- United Benefits Group — Schedule C compensation
- Intellicents Investment Solutions I — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation