Nexus 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, Nexus Cooperative (EIN 42-0243960) is a plan sponsor located in Charles City, 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
42-0243960
Location
Charles City, IA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$53,641,269
Total reported liabilities (EOY)
$12,674
Total reported net assets (EOY)
$53,628,595

Contributions & income

Employer contributions
$457,209
Participant contributions
$466,327
Total income / additions
$5,654,256

Expenses & distributions

Benefits paid / distributions
$3,511,122
Total expenses
$3,729,426
Net increase / (decrease)
$1,924,830

Coverage

Total reported participants
692
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

Nexus Cooperative plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
The Restated Noncontributory Retirement Plan For Cooperatives020440$39,016,2252023
The Restated Thrift/Profit Sharing Plan For Cooperatives030252$14,625,0442023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Nexus Cooperative
YearPlanParticipantsSchedulesFiling
2023The Restated Thrift/Profit Sharing Plan For Cooperatives252H, C20241010095156NAL0019885713001
2023The Restated Noncontributory Retirement Plan For Cooperatives440H, C20250115140728NAL0021791649001

Related Form 5500 pages