Independent Pharmacy Cooperative Retirement Savings Plan — Form 5500 plan (Independent Pharmacy 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, Independent Pharmacy Cooperative Retirement Savings Plan is a benefit plan reported by Independent Pharmacy Cooperative under EIN 39-1500389 and plan number 001. The latest loaded filing year is 2023. The filing reports 187 participants and $18,455,246 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Independent Pharmacy Cooperative
- EIN
- 39-1500389
- Plan number
- 001
- Plan type
- 2
- Location
- Sun Prairie, WI
- Latest filing year
- 2023
- Participants
- 187
- End-of-year plan assets
- $18,455,246
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 187 | H, C | 20240927155314NAL0002336209001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,455,246
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,455,246
- Net assets (BOY)
- $15,907,677
Income & contributions
- Employer contributions
- $656,484
- Participant contributions
- $878,832
- Total contributions
- $1,602,406
- Total income / additions
- $3,999,678
Expenses & distributions
- Benefits paid
- $1,358,201
- Administrative expenses
- $91,328
- Total expenses
- $1,452,109
- Net increase / (decrease)
- $2,547,569
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Spectrum Investment Advisors Inc | INVESTMENT ADVISOR | $64,220 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $27,108 | $0 | 2023 |