The Restated Noncontributory Retirement Plan For Cooperatives — Form 5500 plan (New Vision Coop)
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 Noncontributory Retirement Plan For Cooperatives is a benefit plan reported by New Vision Coop under EIN 41-1916780 and plan number 020. The latest loaded filing year is 2023. The filing reports 135 participants and $13,527,323 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- New Vision Coop
- EIN
- 41-1916780
- Plan number
- 020
- Plan type
- 2
- Location
- Brewster, MN
- Latest filing year
- 2023
- Participants
- 135
- End-of-year plan assets
- $13,527,323
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 135 | H, C | 20250110160558NAL0029157618001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,527,323
- Total liabilities (EOY)
- $15,810
- Net assets (EOY)
- $13,511,513
- Net assets (BOY)
- $12,518,426
Income & contributions
- Employer contributions
- $450,000
- Total contributions
- $450,000
- Total income / additions
- $1,829,283
Expenses & distributions
- Benefits paid
- $803,978
- Administrative expenses
- $32,218
- Total expenses
- $836,196
- Net increase / (decrease)
- $993,087
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Financial Group | NONE | $11,451 | not reported in the loaded dataset | 2023 |
| Mercer | NONE | $7,543 | not reported in the loaded dataset | 2023 |