2023 Form 5500 filing — Ubg 401(K) - Midway Co-Op
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 20241014093149NAL0026914993001) for Ubg 401(K) - Midway Co-Op, reported by Midway Co-Op Association Inc. under EIN 48-0359855 and plan number 001. It reports 135 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014093149NAL0026914993001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Midway Co-Op Association Inc.
- EIN
- 48-0359855
- Plan number
- 001
- Location
- Osborne, KS
- Participants
- 135
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,421,532
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,421,532
- Employer contributions
- $209,324
- Participant contributions
- $319,903
- Total income / additions
- $2,141,897
- Benefits paid
- $2,053,757
- Administrative expenses
- $19,404
- Total expenses
- $2,073,161
- Net increase / (decrease)
- $68,736
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| United Benefits Group | CONTRACT ADMIN | $13,248 | not reported in the loaded dataset |
| Intellicents Investment Solutions I | INVESTMENT ADVISOR | $5,000 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $1,156 | $0 |