2023 Form 5500 filing — Associated Benefits Corporation Section 125 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 20241015194520NAL0015339651001) for Associated Benefits Corporation Section 125 Plan, reported by Board Of Trustees Of The Cooperative Welfare Benefits Fund under EIN 42-1294150 and plan number 502. It reports 2,322 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 3 · 2023
Filing snapshot
Net assets (EOY)$218.6KReported net assets$218,630
Participants2.3K2,322
Provider compensation$36.5K2 Schedule C row(s)$36,546
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015194520NAL0015339651001
- Plan sponsor
- Board Of Trustees Of The Cooperative Welfare Benefits Fund
- EIN
- 42-1294150
- Plan number
- 502
- Location
- West Des Moines, IA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$425.2K total assets
Net assets$218.6KLiabilities$206.6K
Full reported line items
- Total assets (EOY)
- $425,239
- Total liabilities (EOY)
- $206,609
- Net assets (EOY)
- $218,630
- Participant contributions
- $2,520,100
- Total income / additions
- $2,529,050
- Benefits paid
- $2,473,325
- Administrative expenses
- $36,545
- Total expenses
- $2,509,870
- Net increase / (decrease)
- $19,180
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Deloitte & Touche Llp | AUDITOR | $20,790 | not reported in the loaded dataset |
| Wells Fargo Bank, N.A. | TRUSTEE BANK | $15,756 | not reported in the loaded dataset |