The Restated Noncontributory Retirement Plan For Cooperatives — Form 5500 plan (Farmers Cooperative Society)

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 Noncontributory Retirement Plan For Cooperatives is a benefit plan reported by Farmers Cooperative Society under EIN 42-0243080 and plan number 020. The latest loaded filing year is 2023. The filing reports 388 participants and $17,989,116 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Farmers Cooperative Society
EIN
42-0243080
Plan number
020
Plan type
2
Location
Sioux Center, IA
Latest filing year
2023
Participants
388
End-of-year plan assets
$17,989,116

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023388H, C20250110094444NAL0013843201001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,989,116
Total liabilities (EOY)
$14,424
Net assets (EOY)
$17,974,692
Net assets (BOY)
$16,202,701

Income & contributions

Employer contributions
$1,100,000
Total contributions
$1,100,000
Total income / additions
$3,250,119

Expenses & distributions

Benefits paid
$1,303,337
Administrative expenses
$174,791
Total expenses
$1,478,128
Net increase / (decrease)
$1,771,991

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Financial GroupNONE$14,969not reported in the loaded dataset2023
MercerNONE$8,817not reported in the loaded dataset2023

Related Form 5500 pages