One Member Retirement Plan — Form 5500 plan (Premier Distribution 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, One Member Retirement Plan is a benefit plan reported by Premier Distribution Cooperative, Inc. under EIN 20-2905621 and plan number 333. The latest loaded filing year is 2023. The filing reports 1,200 participants and $71,570,095 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Premier Distribution Cooperative, Inc.
EIN
20-2905621
Plan number
333
Plan type
3
Location
Chicago, IL
Latest filing year
2023
Participants
1,200
End-of-year plan assets
$71,570,095

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,200H, C20241015225820NAL0031087569001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$71,570,095
Total liabilities (EOY)
$0
Net assets (EOY)
$71,570,095
Net assets (BOY)
$62,714,638

Income & contributions

Employer contributions
$1,967,140
Participant contributions
$3,829,902
Total contributions
$7,307,322
Total income / additions
$16,716,956

Expenses & distributions

Benefits paid
$3,829,731
Administrative expenses
$428,540
Total expenses
$4,343,292
Net increase / (decrease)
$12,373,664

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$285,463$02023
Lincoln Financial Advisors CorporatSERVICE PROVIDER$96,765not reported in the loaded dataset2023
Map Retirement Usa LLCTHIRD-PARTY ADMIN$36,990not reported in the loaded dataset2023

Related Form 5500 pages