2023 Form 5500 filing — United Quality 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 20241015112708NAL0016230131001) for United Quality Cooperative 401(K) Plan, reported by United Quality Cooperative under EIN 47-5516403 and plan number 001. It reports 231 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015112708NAL0016230131001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- United Quality Cooperative
- EIN
- 47-5516403
- Plan number
- 001
- Location
- New Town, ND
- Participants
- 231
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,724,121
- Total liabilities (EOY)
- $16,820
- Net assets (EOY)
- $6,707,301
- Employer contributions
- $781,700
- Participant contributions
- $511,924
- Total income / additions
- $2,338,843
- Benefits paid
- $381,129
- Administrative expenses
- $37,022
- Total expenses
- $418,151
- Net increase / (decrease)
- $1,920,692
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cetera Advisors LLC | REGISTERED IN VESTMENT AD | $19,443 | $0 |
| John Hancock Life Insurance Company | RECORDKEEPER | $1,494 | $0 |
| Wilshire Associates Inc(Usa) | REGISTERED IN VESTMENT AD | $778 | $0 |