Co-Op 401(K) Plan — Form 5500 plan (Farmers Union Oil Company)
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, Co-Op 401(K) Plan is a benefit plan reported by Farmers Union Oil Company under EIN 45-0132990 and plan number 001. The latest loaded filing year is 2023. The filing reports 195 participants and $10,524,083 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Farmers Union Oil Company
- EIN
- 45-0132990
- Plan number
- 001
- Plan type
- 2
- Location
- Minot, ND
- Latest filing year
- 2023
- Participants
- 195
- End-of-year plan assets
- $10,524,083
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 195 | H, C | 20241014162647NAL0045299152001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,524,083
- Total liabilities (EOY)
- $1,087
- Net assets (EOY)
- $10,522,996
- Net assets (BOY)
- $9,605,222
Income & contributions
- Employer contributions
- $225,770
- Participant contributions
- $314,341
- Total contributions
- $540,111
- Total income / additions
- $1,985,428
Expenses & distributions
- Benefits paid
- $1,025,789
- Administrative expenses
- $41,865
- Total expenses
- $1,067,654
- Net increase / (decrease)
- $917,774
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman, Inc. | NONE | $29,495 | not reported in the loaded dataset | 2023 |
| Agri-Invest, LLC | NONE | $5,889 | not reported in the loaded dataset | 2023 |