United Quality Cooperative 401(K) Plan — Form 5500 plan (United Quality 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, United Quality Cooperative 401(K) Plan is a benefit plan reported by United Quality Cooperative under EIN 47-5516403 and plan number 001. The latest loaded filing year is 2023. The filing reports 231 participants and $6,724,121 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Quality Cooperative
- EIN
- 47-5516403
- Plan number
- 001
- Plan type
- 2
- Location
- New Town, ND
- Latest filing year
- 2023
- Participants
- 231
- End-of-year plan assets
- $6,724,121
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 231 | H, C | 20241015112708NAL0016230131001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,724,121
- Total liabilities (EOY)
- $16,820
- Net assets (EOY)
- $6,707,301
- Net assets (BOY)
- $4,786,609
Income & contributions
- Employer contributions
- $781,700
- Participant contributions
- $511,924
- Total contributions
- $1,489,577
- Total income / additions
- $2,338,843
Expenses & distributions
- Benefits paid
- $381,129
- Administrative expenses
- $37,022
- Total expenses
- $418,151
- Net increase / (decrease)
- $1,920,692
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cetera Advisors LLC | REGISTERED IN VESTMENT AD | $19,443 | $0 | 2023 |
| John Hancock Life Insurance Company | RECORDKEEPER | $1,494 | $0 | 2023 |
| Wilshire Associates Inc(Usa) | REGISTERED IN VESTMENT AD | $778 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Quality Cooperative
- 2023 Form 5500 filing
- Form 5500 filings in ND
- 401(k) and benefit plan filings in New Town, ND
- Cetera Advisors LLC — Schedule C compensation
- John Hancock Life Insurance Company — Schedule C compensation
- Wilshire Associates Inc(Usa) — Schedule C compensation