The Cooperative Welfare Benefits Plan — Form 5500 plan (Board Of Trustees Of The Cooperative Welfare Benefits Fund)
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 Cooperative Welfare Benefits Plan is a benefit plan reported by Board Of Trustees Of The Cooperative Welfare Benefits Fund under EIN 42-1294150 and plan number 501. The latest loaded filing year is 2023. The filing reports 5,540 participants and $20,333,772 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Cooperative Welfare Benefits Fund
- EIN
- 42-1294150
- Plan number
- 501
- Plan type
- 3
- Location
- West Des Moines, IA
- Latest filing year
- 2023
- Participants
- 5,540
- End-of-year plan assets
- $20,333,772
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,540 | H, C | 20241015194741NAL0029526545001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,333,772
- Total liabilities (EOY)
- $9,372,088
- Net assets (EOY)
- $10,961,684
- Net assets (BOY)
- $11,575,010
Income & contributions
- Employer contributions
- $67,638,329
- Participant contributions
- $1,316,193
- Total contributions
- $68,954,522
- Total income / additions
- $69,855,871
Expenses & distributions
- Benefits paid
- $67,387,017
- Administrative expenses
- $3,082,180
- Total expenses
- $70,469,197
- Net increase / (decrease)
- -$613,326
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wellmark | ADMINISTRATOR | $2,599,467 | not reported in the loaded dataset | 2023 |
| Delta Dental | ADMINISTRATOR | $145,831 | not reported in the loaded dataset | 2023 |
| Associated Benefits Corporation | PLAN ADMINISTRATOR | $50,773 | $0 | 2023 |
| Deloitte & Touche Llp | AUDITOR | $50,750 | not reported in the loaded dataset | 2023 |
| Spencer Fane Llp | LEGAL | $20,721 | not reported in the loaded dataset | 2023 |
| Benefitfocus.Com, Inc. | INFORMATION MGMT. | $16,500 | not reported in the loaded dataset | 2023 |
| Bral Niedert Private Wealth Advisor | INVESTMENT MGMT | $15,111 | not reported in the loaded dataset | 2023 |
| Galliard Capital Management, Inc. | INVESTMENT MGMT | $14,169 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Cooperative Welfare Benefits Fund
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in West Des Moines, IA
- Wellmark — Schedule C compensation
- Delta Dental — Schedule C compensation
- Associated Benefits Corporation — Schedule C compensation
- Deloitte & Touche Llp — Schedule C compensation
- Spencer Fane Llp — Schedule C compensation
- Benefitfocus.Com, Inc. — Schedule C compensation
- Bral Niedert Private Wealth Advisor — Schedule C compensation
- Galliard Capital Management, Inc. — Schedule C compensation