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
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,200 | H, C | 20241015225820NAL0031087569001 |
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)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $285,463 | $0 | 2023 |
| Lincoln Financial Advisors Corporat | SERVICE PROVIDER | $96,765 | not reported in the loaded dataset | 2023 |
| Map Retirement Usa LLC | THIRD-PARTY ADMIN | $36,990 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Premier Distribution Cooperative, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Lincoln National Corporation — Schedule C compensation
- Lincoln Financial Advisors Corporat — Schedule C compensation
- Map Retirement Usa LLC — Schedule C compensation