United Farmers Cooperative 401(K) Plan — Form 5500 plan (United Farmers 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, United Farmers Cooperative 401(K) Plan is a benefit plan reported by United Farmers Cooperative under EIN 41-0152490 and plan number 001. The latest loaded filing year is 2023. The filing reports 291 participants and $28,255,271 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Farmers Cooperative
- EIN
- 41-0152490
- Plan number
- 001
- Plan type
- 2
- Location
- Winthrop, MN
- Latest filing year
- 2023
- Participants
- 291
- End-of-year plan assets
- $28,255,271
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 291 | H, C | 20241014135304NAL0046243408001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,255,271
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,255,271
- Net assets (BOY)
- $25,597,175
Income & contributions
- Employer contributions
- $692,226
- Participant contributions
- $1,046,634
- Total contributions
- $1,774,879
- Total income / additions
- $6,011,840
Expenses & distributions
- Benefits paid
- $3,275,891
- Administrative expenses
- $77,853
- Total expenses
- $3,353,744
- Net increase / (decrease)
- $2,658,096
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Valmark Advisers, Inc. | RETAINED BY EMPLOYER | $39,905 | not reported in the loaded dataset | 2023 |
| John Hancock | RECORDKEEPER | $37,948 | $0 | 2023 |