The Restated Thrift/Profit Sharing Plan For Cooperatives — Form 5500 plan (Pro 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, The Restated Thrift/Profit Sharing Plan For Cooperatives is a benefit plan reported by Pro Cooperative under EIN 42-0150820 and plan number 040. The latest loaded filing year is 2023. The filing reports 245 participants and $13,383,076 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pro Cooperative
- EIN
- 42-0150820
- Plan number
- 040
- Plan type
- 2
- Location
- Pocahontas, IA
- Latest filing year
- 2023
- Participants
- 245
- End-of-year plan assets
- $13,383,076
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 245 | H, C | 20241011084744NAL0043717058001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,383,076
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,383,076
- Net assets (BOY)
- $12,177,019
Income & contributions
- Employer contributions
- $80,751
- Participant contributions
- $456,294
- Total contributions
- $539,902
- Total income / additions
- $2,648,777
Expenses & distributions
- Benefits paid
- $1,424,770
- Administrative expenses
- $16,167
- Total expenses
- $1,442,047
- Net increase / (decrease)
- $1,206,730
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $10,395 | $602 | 2023 |
| Massachusetts Financial Services Co | NONE | $0 | $0 | 2023 |
| Wellington Trust Co., Na | NONE | $0 | $0 | 2023 |
| Dst Asset Manager Solutions, Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pro Cooperative
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Pocahontas, IA
- Principal Life Insurance Company — Schedule C compensation
- Massachusetts Financial Services Co — Schedule C compensation
- Wellington Trust Co., Na — Schedule C compensation
- Dst Asset Manager Solutions, Inc. — Schedule C compensation