The Restated Thrift/Profit Sharing Plan For Cooperatives — Form 5500 plan (Heartland Co-Op)
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 Heartland Co-Op under EIN 42-0242420 and plan number 030. The latest loaded filing year is 2023. The filing reports 906 participants and $51,030,064 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Heartland Co-Op
- EIN
- 42-0242420
- Plan number
- 030
- Plan type
- 2
- Location
- Des Moines, IA
- Latest filing year
- 2023
- Participants
- 906
- End-of-year plan assets
- $51,030,064
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 906 | H, C | 20241009142133NAL0018523537001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $51,030,064
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $51,030,064
- Net assets (BOY)
- $46,300,997
Income & contributions
- Employer contributions
- $139,726
- Participant contributions
- $2,023,398
- Total contributions
- $2,840,199
- Total income / additions
- $9,803,101
Expenses & distributions
- Benefits paid
- $5,051,153
- Administrative expenses
- $72,846
- Total expenses
- $5,123,999
- Net increase / (decrease)
- $4,679,102
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $35,936 | $5,239 | 2023 |
| Edelman Financial Engines, LLC | INVESTMENT ADVISOR | $23,489 | not reported in the loaded dataset | 2023 |
| Associated Benefits Corporation | PLAN ADMINISTRATOR | $12,581 | not reported in the loaded dataset | 2023 |
| Dst Asset Manager Solution, Inc. | NONE | $0 | $0 | 2023 |
| Wellington Trust Co., Na | NONE | $0 | $0 | 2023 |
| Massachusetts Financial Services Co | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Heartland Co-Op
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Des Moines, IA
- Principal Life Insurance Company — Schedule C compensation
- Edelman Financial Engines, LLC — Schedule C compensation
- Associated Benefits Corporation — Schedule C compensation
- Dst Asset Manager Solution, Inc. — Schedule C compensation
- Wellington Trust Co., Na — Schedule C compensation
- Massachusetts Financial Services Co — Schedule C compensation