Ubg 401(K) - Frontier Cooperative — Form 5500 plan (Frontier 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) - Frontier Cooperative is a benefit plan reported by Frontier Cooperative under EIN 47-0156130 and plan number 030. The latest loaded filing year is 2023. The filing reports 501 participants and $18,448,040 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Frontier Cooperative
- EIN
- 47-0156130
- Plan number
- 030
- Plan type
- 2
- Location
- Lincoln, NE
- Latest filing year
- 2023
- Participants
- 501
- End-of-year plan assets
- $18,448,040
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 501 | H, C | 20240827170701NAL0011207425001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,448,040
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,448,040
- Net assets (BOY)
- $15,695,177
Income & contributions
- Employer contributions
- $235,625
- Participant contributions
- $1,000,273
- Total contributions
- $1,353,671
- Total income / additions
- $3,907,803
Expenses & distributions
- Benefits paid
- $1,084,965
- Administrative expenses
- $22,514
- Total expenses
- $1,154,940
- Net increase / (decrease)
- $2,752,863
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| United Benefits Group | CONTRACT ADMIN | $16,692 | not reported in the loaded dataset | 2023 |
| Intellicents Investment Solutions I | INVESTMENT ADVISORY | $5,000 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $822 | $0 | 2023 |
| Qdro Consultants Company, LLC | CONSULTING | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Frontier Cooperative
- 2023 Form 5500 filing
- Form 5500 filings in NE
- 401(k) and benefit plan filings in Lincoln, NE
- United Benefits Group — Schedule C compensation
- Intellicents Investment Solutions I — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation