2023 Form 5500 filing — Telus Agriculture (Us) 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 20250306142821NAL0010406593001) for Telus Agriculture (Us) Retirement Plan, reported by Telus Agriculture Holdings (Us) Inc. under EIN 85-1862602 and plan number 002. It reports 990 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250306142821NAL0010406593001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Telus Agriculture Holdings (Us) Inc.
- EIN
- 85-1862602
- Plan number
- 002
- Location
- State College, PA
- Participants
- 990
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $80,874,021
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $80,874,021
- Employer contributions
- $3,005,638
- Participant contributions
- $6,882,754
- Total income / additions
- $21,089,531
- Benefits paid
- $8,484,548
- Administrative expenses
- $156,180
- Total expenses
- $8,671,488
- Net increase / (decrease)
- $12,418,043
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $152,350 | $0 |