2023 Form 5500 filing — One Member 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 20241015225820NAL0031087569001) for One Member Retirement Plan, reported by Premier Distribution Cooperative, Inc. under EIN 20-2905621 and plan number 333. It reports 1,200 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015225820NAL0031087569001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Premier Distribution Cooperative, Inc.
- EIN
- 20-2905621
- Plan number
- 333
- Location
- Chicago, IL
- Participants
- 1,200
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $71,570,095
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $71,570,095
- Employer contributions
- $1,967,140
- Participant contributions
- $3,829,902
- Total income / additions
- $16,716,956
- Benefits paid
- $3,829,731
- Administrative expenses
- $428,540
- Total expenses
- $4,343,292
- Net increase / (decrease)
- $12,373,664
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $285,463 | $0 |
| Lincoln Financial Advisors Corporat | SERVICE PROVIDER | $96,765 | not reported in the loaded dataset |
| Map Retirement Usa LLC | THIRD-PARTY ADMIN | $36,990 | not reported in the loaded dataset |