The Restated Thrift/Profit Sharing Plan For Cooperatives — Form 5500 plan (New Vision Co-Op)
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, The Restated Thrift/Profit Sharing Plan For Cooperatives is a benefit plan reported by New Vision Co-Op under EIN 41-1916780 and plan number 002. The latest loaded filing year is 2023. The filing reports 201 participants and $15,116,613 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- New Vision Co-Op
- EIN
- 41-1916780
- Plan number
- 002
- Plan type
- 2
- Location
- Brewster, MN
- Latest filing year
- 2023
- Participants
- 201
- End-of-year plan assets
- $15,116,613
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 201 | H, C | 20241003162604NAL0010903201001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,116,613
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,116,613
- Net assets (BOY)
- $11,840,997
Income & contributions
- Employer contributions
- $710,196
- Participant contributions
- $964,084
- Total contributions
- $1,724,639
- Total income / additions
- $4,218,524
Expenses & distributions
- Benefits paid
- $759,383
- Administrative expenses
- $12,235
- Total expenses
- $816,882
- Net increase / (decrease)
- $3,401,642
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $9,750 | $1,184 | 2023 |
| Dst Asset Manager Solutions, Inc. | NONE | $0 | $0 | 2023 |
| Massachusetts Financial Services Co | NONE | $0 | $0 | 2023 |
| Wellington Trust Co., Na | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for New Vision Co-Op
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Brewster, MN
- Principal Life Insurance Company — Schedule C compensation
- Dst Asset Manager Solutions, Inc. — Schedule C compensation
- Massachusetts Financial Services Co — Schedule C compensation
- Wellington Trust Co., Na — Schedule C compensation