The Restated Thrift/Profit Sharing Plan For Cooperatives — Form 5500 plan (Northern Country 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 Thrift/Profit Sharing Plan For Cooperatives is a benefit plan reported by Northern Country Cooperative under EIN 42-0539815 and plan number 030. The latest loaded filing year is 2023. The filing reports 143 participants and $14,329,670 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Northern Country Cooperative
- EIN
- 42-0539815
- Plan number
- 030
- Plan type
- 2
- Location
- Stacyville, IA
- Latest filing year
- 2023
- Participants
- 143
- End-of-year plan assets
- $14,329,670
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 143 | H, C | 20241015084648NAL0029051809001 |
| 2023 | 146 | H, C | 20241015084823NAL0029054481001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $14,329,670
Income & contributions
- Employer contributions
- $12,956
- Participant contributions
- $75,215
- Total contributions
- $88,171
- Total income / additions
- $67,592
Expenses & distributions
- Benefits paid
- $382,817
- Administrative expenses
- $3,077
- Total expenses
- $385,894
- Net increase / (decrease)
- -$318,302
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edelman Financial Engines, LLC | INVESTMENT ADVISOR | $9,893 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $6,243 | $2,216 | 2023 |
| Dst Asset Manager Solutions, Inc. | NONE | $0 | $0 | 2023 |
| Massachusetts Financial Services Co | NONE | $0 | $0 | 2023 |
| Wellington Trust Co., Na | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Northern Country Cooperative
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Stacyville, IA
- Edelman Financial Engines, LLC — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Dst Asset Manager Solutions, Inc. — Schedule C compensation
- Massachusetts Financial Services Co — Schedule C compensation
- Wellington Trust Co., Na — Schedule C compensation