2023 Form 5500 filing — First District Association Retirement Benefit Program For Union Employees
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 20250321100227NAL0004299539001) for First District Association Retirement Benefit Program For Union Employees, reported by First District Association under EIN 41-0255940 and plan number 003. It reports 132 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250321100227NAL0004299539001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- First District Association
- EIN
- 41-0255940
- Plan number
- 003
- Location
- Litchfield, MN
- Participants
- 132
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,907,590
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,907,590
- Employer contributions
- $605,688
- Total income / additions
- $1,954,984
- Benefits paid
- $750,865
- Administrative expenses
- $34,092
- Total expenses
- $784,957
- Net increase / (decrease)
- $1,170,027
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Advanced Capital Group | NONE | $34,092 | not reported in the loaded dataset |