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 Heartland Co-Op under EIN 42-0242420 and plan number 020. The latest loaded filing year is 2023. The filing reports 1,058 participants and $85,960,165 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $85,960,165
- Total liabilities (EOY)
- $32,861
- Net assets (EOY)
- $85,927,304
- Net assets (BOY)
- $72,453,465
Income & contributions
- Employer contributions
- $5,675,000
- Participant contributions
- $596,651
- Total contributions
- $6,271,651
- Total income / additions
- $17,286,600
Expenses & distributions
- Benefits paid
- $3,602,183
- Administrative expenses
- $191,388
- Total expenses
- $3,793,571
- Net increase / (decrease)
- $13,493,029