Upstate Niagara Cooperative, Inc. Retirement Plan — Form 5500 plan (Upstate Niagara Cooperative, Inc)
Plain-English plan 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, Upstate Niagara Cooperative, Inc. Retirement Plan is a benefit plan reported by Upstate Niagara Cooperative, Inc under EIN 16-0845625 and plan number 006. The latest loaded filing year is 2023. The filing reports 1,412 participants and $120,902,312 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Upstate Niagara Cooperative, Inc
- EIN
- 16-0845625
- Plan number
- 006
- Plan type
- 2
- Location
- Lancaster, NY
- Latest filing year
- 2023
- Participants
- 1,412
- End-of-year plan assets
- $120,902,312
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,412 | H, C | 20241015083451NAL0055213058001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $120,902,312
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $120,902,312
- Net assets (BOY)
- $108,043,970
Income & contributions
- Employer contributions
- $4,176,464
- Participant contributions
- $4,208,835
- Total contributions
- $9,008,912
- Total income / additions
- $25,700,035
Expenses & distributions
- Benefits paid
- $12,781,347
- Administrative expenses
- $55,539
- Total expenses
- $12,894,612
- Net increase / (decrease)
- $12,805,423
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $55,539 | $0 | 2023 |
| Prudential Insurance Co | INVESTMENT MANAGER | $41,383 | $0 | 2023 |
| Prudential Trust Co | INVESTMENT MANAGER | $17,736 | $0 | 2023 |
| Td Ameritrade, Inc. | SECURITES BROKER | $7 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Upstate Niagara Cooperative, Inc
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Lancaster, NY
- Adp, Inc. — Schedule C compensation
- Prudential Insurance Co — Schedule C compensation
- Prudential Trust Co — Schedule C compensation
- Td Ameritrade, Inc. — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation