2023 Form 5500 filing — Farmers Union Industries, LLC Retirement 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 20241015141109NAL0016585891001) for Farmers Union Industries, LLC Retirement Plan, reported by Farmers Union Industries, LLC under EIN 20-3001031 and plan number 001. It reports 308 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015141109NAL0016585891001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Farmers Union Industries, LLC
- EIN
- 20-3001031
- Plan number
- 001
- Location
- Redwood Falls, MN
- Participants
- 308
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,134,209
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,134,209
- Total income / additions
- $7,058,346
- Benefits paid
- $2,263,464
- Administrative expenses
- $286,689
- Total expenses
- $2,550,153
- Net increase / (decrease)
- $4,508,193
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner Smith | BROKERAGE | $280,783 | $10,959 |
| Merrill Lynch, Pierce, Fenner Smith | BROKERAGE | $0 | $0 |