Ubg 401(K) - Key Coop — Form 5500 plan (Key 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, Ubg 401(K) - Key Coop is a benefit plan reported by Key Cooperative under EIN 42-0242395 and plan number 030. The latest loaded filing year is 2023. The filing reports 350 participants and $27,581,651 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Key Cooperative
- EIN
- 42-0242395
- Plan number
- 030
- Plan type
- 2
- Location
- Roland, IA
- Latest filing year
- 2023
- Participants
- 350
- End-of-year plan assets
- $27,581,651
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 350 | H, C | 20241010144221NAL0011618307001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,581,651
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,581,651
- Net assets (BOY)
- $24,899,087
Income & contributions
- Employer contributions
- $242,048
- Participant contributions
- $1,125,744
- Total contributions
- $1,390,725
- Total income / additions
- $5,061,424
Expenses & distributions
- Benefits paid
- $2,345,374
- Administrative expenses
- $33,486
- Total expenses
- $2,378,860
- Net increase / (decrease)
- $2,682,564
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| United Benefits Group | CONTRACT ADMIN | $25,924 | not reported in the loaded dataset | 2023 |
| Intellicents Investment Solutions I | OTHER | $5,000 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $2,562 | $0 | 2023 |