Ubg 401(K) - Cpi — Form 5500 plan (Cooperative Producers, Inc)
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, Ubg 401(K) - Cpi is a benefit plan reported by Cooperative Producers, Inc under EIN 47-0206858 and plan number 002. The latest loaded filing year is 2023. The filing reports 403 participants and $5,874,243 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cooperative Producers, Inc
- EIN
- 47-0206858
- Plan number
- 002
- Plan type
- 2
- Location
- Hastings, NE
- Latest filing year
- 2023
- Participants
- 403
- End-of-year plan assets
- $5,874,243
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 403 | H, C | 20240911105109NAL0004189699001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,874,243
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,874,243
- Net assets (BOY)
- $5,023,088
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $378,166
- Total contributions
- $379,559
- Total income / additions
- $1,144,434
Expenses & distributions
- Benefits paid
- $226,444
- Administrative expenses
- $9,434
- Total expenses
- $293,279
- Net increase / (decrease)
- $851,155
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| United Benefits Group | CONTRACT ADMIN | $5,670 | not reported in the loaded dataset | 2023 |
| Intellicents Investment Solutions I | INVESTMENT ADVISOR | $5,000 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cooperative Producers, Inc
- 2023 Form 5500 filing
- Form 5500 filings in NE
- 401(k) and benefit plan filings in Hastings, NE
- United Benefits Group — Schedule C compensation
- Intellicents Investment Solutions I — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation