Frontier Cooperative 401(K) Plan — Form 5500 plan (Frontier Cooperative)
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, Frontier Cooperative 401(K) Plan is a benefit plan reported by Frontier Cooperative under EIN 20-3013069 and plan number 001. The latest loaded filing year is 2023. The filing reports 697 participants and $47,581,545 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Frontier Cooperative
- EIN
- 20-3013069
- Plan number
- 001
- Plan type
- 2
- Location
- Norway, IA
- Latest filing year
- 2023
- Participants
- 697
- End-of-year plan assets
- $47,581,545
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 697 | H, C | 20240724133130NAL0013028193001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $47,581,545
- Total liabilities (EOY)
- $29,279
- Net assets (EOY)
- $47,552,266
- Net assets (BOY)
- $41,757,282
Income & contributions
- Employer contributions
- $1,050,999
- Participant contributions
- $2,448,906
- Total contributions
- $3,557,536
- Total income / additions
- $11,383,956
Expenses & distributions
- Benefits paid
- $5,454,162
- Administrative expenses
- $117,351
- Total expenses
- $5,588,972
- Net increase / (decrease)
- $5,794,984
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $64,851 | $0 | 2023 |
| Commonwealth Equity Services LLC Db | INVESTMENT ADVISOR | $52,500 | not reported in the loaded dataset | 2023 |