2023 Form 5500 filing — United Cooperative 401(K) Plan
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 20241007104650NAL0007499763001) for United Cooperative 401(K) Plan, reported by United Cooperative under EIN 39-0191260 and plan number 002. It reports 873 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007104650NAL0007499763001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- United Cooperative
- EIN
- 39-0191260
- Plan number
- 002
- Location
- Beaver Dam, WI
- Participants
- 873
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $63,986,545
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $63,986,545
- Employer contributions
- $1,401,475
- Participant contributions
- $2,212,320
- Total income / additions
- $17,489,194
- Benefits paid
- $8,337,817
- Administrative expenses
- $81,709
- Total expenses
- $8,419,066
- Net increase / (decrease)
- $9,070,128
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cota Street Investment Management | INVESTMENT MGMT | $35,797 | not reported in the loaded dataset |
| Pensionmark Financial Group LLC | INVESTMENT ADVISOR | $34,523 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $11,389 | $0 |