Key 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, Key Cooperative (EIN 42-0242395) is a plan sponsor located in Roland, 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
42-0242395
Location
Roland, IA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$27,581,651
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$27,581,651

Contributions & income

Employer contributions
$242,048
Participant contributions
$1,125,744
Total income / additions
$5,061,424

Expenses & distributions

Benefits paid / distributions
$2,345,374
Total expenses
$2,378,860
Net increase / (decrease)
$2,682,564

Coverage

Total reported participants
566
Plans with financial statements
1
Plans with provider compensation
1

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

Key Cooperative plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Ubg 401(K) - Key Coop030350$27,581,6512023
Key Cooperative Welfare Benefits Plan501216not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Key Cooperative
YearPlanParticipantsSchedulesFiling
2023Key Cooperative Welfare Benefits Plan21620240719123317NAL0004371395001
2023Ubg 401(K) - Key Coop350H, C20241010144221NAL0011618307001

Related Form 5500 pages