United Farmers Cooperative — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 Farmers Cooperative (EIN 42-0241770) is a plan sponsor located in Red Oak, IA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
42-0241770
Location
Red Oak, IA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$0
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$0

Contributions & income

Employer contributions
$318,149
Participant contributions
$673,108
Total income / additions
$3,613,071

Expenses & distributions

Benefits paid / distributions
$1,845,134
Total expenses
$1,901,777
Net increase / (decrease)
$1,711,294

Coverage

Total reported participants
651
Plans with financial statements
2
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

United Farmers Cooperative plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
The Restated Thrift/Profit Sharing Plan For Cooperatives030408$02023
The Restated Contributory Retirement Plan For Cooperatives020243$02023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for United Farmers Cooperative
YearPlanParticipantsSchedulesFiling
2023The Restated Thrift/Profit Sharing Plan For Cooperatives408H, C20240607135526NAL0023638593001
2023The Restated Contributory Retirement Plan For Cooperatives243H, C20250109121013NAL0020440976001

Related Form 5500 pages