2023 Form 5500 filing — Ubg 401(K) - Farmers Cooperative
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241004122004NAL0023668418001) for Ubg 401(K) - Farmers Cooperative, reported by Farmers Cooperative under EIN 47-0155629 and plan number 002. It reports 625 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004122004NAL0023668418001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Farmers Cooperative
- EIN
- 47-0155629
- Plan number
- 002
- Location
- Dorchester, NE
- Participants
- 625
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,280,392
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,280,392
- Employer contributions
- $379,949
- Participant contributions
- $1,117,777
- Total income / additions
- $5,324,184
- Benefits paid
- $1,757,440
- Administrative expenses
- $58,042
- Total expenses
- $1,836,803
- Net increase / (decrease)
- $3,487,381
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $28,465 | $0 |
| United Benefits Group | CONTRACT ADMIN | $24,177 | not reported in the loaded dataset |
| Intellicents Investment Solutions I | INVESTMENT ADVISOR | $5,000 | not reported in the loaded dataset |
| Qdro Consultants Company, LLC | OTHER | $400 | not reported in the loaded dataset |