2023 Form 5500 filing — Co-Op 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 20241014163255NAL0027868257001) for Co-Op 401(K) Plan, reported by Farmers Union Industries, LLC under EIN 20-3001031 and plan number 002. It reports 691 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014163255NAL0027868257001
Filing year
2023
Form type
2
Plan sponsor
Farmers Union Industries, LLC
EIN
20-3001031
Plan number
002
Location
Redwood Falls, MN
Participants
691
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$26,420,126
Total liabilities (EOY)
$1,754
Net assets (EOY)
$26,418,372
Employer contributions
$1,474,739
Participant contributions
$1,590,613
Total income / additions
$6,930,921
Benefits paid
$3,031,214
Administrative expenses
$59,151
Total expenses
$3,090,365
Net increase / (decrease)
$3,840,556
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Milliman, Inc.NONE$46,085not reported in the loaded dataset

Related Form 5500 pages