First District Association Retirement Benefit Program For Union Employees — Form 5500 plan (First District Association)
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, First District Association Retirement Benefit Program For Union Employees is a benefit plan reported by First District Association under EIN 41-0255940 and plan number 003. The latest loaded filing year is 2023. The filing reports 132 participants and $9,907,590 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- First District Association
- EIN
- 41-0255940
- Plan number
- 003
- Plan type
- 2
- Location
- Litchfield, MN
- Latest filing year
- 2023
- Participants
- 132
- End-of-year plan assets
- $9,907,590
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 132 | H, C | 20250321100227NAL0004299539001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,907,590
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,907,590
- Net assets (BOY)
- $8,737,563
Income & contributions
- Employer contributions
- $605,688
- Total contributions
- $605,688
- Total income / additions
- $1,954,984
Expenses & distributions
- Benefits paid
- $750,865
- Administrative expenses
- $34,092
- Total expenses
- $784,957
- Net increase / (decrease)
- $1,170,027
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Advanced Capital Group | NONE | $34,092 | not reported in the loaded dataset | 2023 |