Ubg 401(K) - Midway Co-Op — Form 5500 plan (Midway Co-Op Association 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) - Midway Co-Op is a benefit plan reported by Midway Co-Op Association Inc. under EIN 48-0359855 and plan number 001. The latest loaded filing year is 2023. The filing reports 135 participants and $12,421,532 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Midway Co-Op Association Inc.
- EIN
- 48-0359855
- Plan number
- 001
- Plan type
- 2
- Location
- Osborne, KS
- Latest filing year
- 2023
- Participants
- 135
- End-of-year plan assets
- $12,421,532
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 135 | H, C | 20241014093149NAL0026914993001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,421,532
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,421,532
- Net assets (BOY)
- $12,352,796
Income & contributions
- Employer contributions
- $209,324
- Participant contributions
- $319,903
- Total contributions
- $537,300
- Total income / additions
- $2,141,897
Expenses & distributions
- Benefits paid
- $2,053,757
- Administrative expenses
- $19,404
- Total expenses
- $2,073,161
- Net increase / (decrease)
- $68,736
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| United Benefits Group | CONTRACT ADMIN | $13,248 | 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 | RECORDKEEPER | $1,156 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Midway Co-Op Association Inc.
- 2023 Form 5500 filing
- Form 5500 filings in KS
- 401(k) and benefit plan filings in Osborne, KS
- United Benefits Group — Schedule C compensation
- Intellicents Investment Solutions I — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation