Premier Coop 401(K) Plan — Form 5500 plan (Premier 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, Premier Coop 401(K) Plan is a benefit plan reported by Premier Cooperative under EIN 39-0527690 and plan number 001. The latest loaded filing year is 2023. The filing reports 307 participants and $20,147,346 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Premier Cooperative
- EIN
- 39-0527690
- Plan number
- 001
- Plan type
- 2
- Location
- Mt. Horeb, WI
- Latest filing year
- 2023
- Participants
- 307
- End-of-year plan assets
- $20,147,346
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 307 | H, C | 20240905085906NAL0020855889001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,147,346
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,147,346
- Net assets (BOY)
- $18,710,907
Income & contributions
- Employer contributions
- $533,452
- Participant contributions
- $1,024,267
- Total contributions
- $1,617,466
- Total income / additions
- $4,111,254
Expenses & distributions
- Benefits paid
- $2,563,416
- Administrative expenses
- $111,399
- Total expenses
- $2,674,815
- Net increase / (decrease)
- $1,436,439
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $74,483 | $0 | 2023 |
| Robert W. Baird, Inc. | INVESTMENT ADVISORY-PLAN | $36,916 | not reported in the loaded dataset | 2023 |