The Restated Contributory Retirement Plan For Cooperatives — Form 5500 plan (Five Star 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 Contributory Retirement Plan For Cooperatives is a benefit plan reported by Five Star Cooperative under EIN 42-0179380 and plan number 001. The latest loaded filing year is 2023. The filing reports 423 participants and $38,251,332 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Five Star Cooperative
- EIN
- 42-0179380
- Plan number
- 001
- Plan type
- 2
- Location
- New Hampton, IA
- Latest filing year
- 2023
- Participants
- 423
- End-of-year plan assets
- $38,251,332
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 423 | H, C | 20250307103916NAL0023192514001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,251,332
- Total liabilities (EOY)
- $25,065
- Net assets (EOY)
- $38,226,267
- Net assets (BOY)
- $34,940,911
Income & contributions
- Employer contributions
- $880,000
- Participant contributions
- $358,940
- Total contributions
- $1,238,940
- Total income / additions
- $5,096,353
Expenses & distributions
- Benefits paid
- $1,727,378
- Administrative expenses
- $82,986
- Total expenses
- $1,810,364
- Net increase / (decrease)
- $3,285,989
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Financial Group | NONE | $31,462 | not reported in the loaded dataset | 2023 |
| Mercer | NONE | $10,176 | not reported in the loaded dataset | 2023 |