2023 Form 5500 filing — The Restated Thrift/Profit Sharing Plan For Cooperatives
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 20241009142133NAL0018523537001) for The Restated Thrift/Profit Sharing Plan For Cooperatives, reported by Heartland Co-Op under EIN 42-0242420 and plan number 030. It reports 906 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009142133NAL0018523537001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Heartland Co-Op
- EIN
- 42-0242420
- Plan number
- 030
- Location
- Des Moines, IA
- Participants
- 906
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $51,030,064
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $51,030,064
- Employer contributions
- $139,726
- Participant contributions
- $2,023,398
- Total income / additions
- $9,803,101
- Benefits paid
- $5,051,153
- Administrative expenses
- $72,846
- Total expenses
- $5,123,999
- Net increase / (decrease)
- $4,679,102
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $35,936 | $5,239 |
| Edelman Financial Engines, LLC | INVESTMENT ADVISOR | $23,489 | not reported in the loaded dataset |
| Associated Benefits Corporation | PLAN ADMINISTRATOR | $12,581 | not reported in the loaded dataset |
| Dst Asset Manager Solution, Inc. | NONE | $0 | $0 |
| Wellington Trust Co., Na | NONE | $0 | $0 |
| Massachusetts Financial Services Co | NONE | $0 | $0 |