Ubg 401(K) - Western Cooperative — Form 5500 plan (Western Cooperative Co)
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) - Western Cooperative is a benefit plan reported by Western Cooperative Co under EIN 47-0344432 and plan number 002. The latest loaded filing year is 2023. The filing reports 215 participants and $8,352,494 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Western Cooperative Co
- EIN
- 47-0344432
- Plan number
- 002
- Plan type
- 2
- Location
- Alliance, NE
- Latest filing year
- 2023
- Participants
- 215
- End-of-year plan assets
- $8,352,494
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 215 | H, C | 20241002202416NAL0009452385001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,352,494
- Total liabilities (EOY)
- $10,698
- Net assets (EOY)
- $8,341,796
- Net assets (BOY)
- $7,491,222
Income & contributions
- Employer contributions
- $93,796
- Participant contributions
- $587,047
- Total contributions
- $683,469
- Total income / additions
- $1,770,735
Expenses & distributions
- Benefits paid
- $899,870
- Administrative expenses
- $16,470
- Total expenses
- $920,161
- Net increase / (decrease)
- $850,574
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| United Benefits Group | CONTRACT ADMIN | $8,153 | not reported in the loaded dataset | 2023 |
| Intellicents Investment Solutions I | OTHER | $5,000 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $1,037 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Western Cooperative Co
- 2023 Form 5500 filing
- Form 5500 filings in NE
- 401(k) and benefit plan filings in Alliance, NE
- United Benefits Group — Schedule C compensation
- Intellicents Investment Solutions I — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation