Ubg 401(K) - Mkc — Form 5500 plan (Mid-Kansas Cooperative Association)
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) - Mkc is a benefit plan reported by Mid-Kansas Cooperative Association under EIN 48-0695087 and plan number 003. The latest loaded filing year is 2023. The filing reports 585 participants and $14,335,158 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mid-Kansas Cooperative Association
- EIN
- 48-0695087
- Plan number
- 003
- Plan type
- 2
- Location
- Moundridge, KS
- Latest filing year
- 2023
- Participants
- 585
- End-of-year plan assets
- $14,335,158
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 585 | H, C | 20241007104403NAL0008797459001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,335,158
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,335,158
- Net assets (BOY)
- $13,000,273
Income & contributions
- Employer contributions
- $11,284
- Participant contributions
- $1,014,502
- Total contributions
- $1,201,051
- Total income / additions
- $3,233,367
Expenses & distributions
- Benefits paid
- $1,815,244
- Administrative expenses
- $23,443
- Total expenses
- $1,898,482
- Net increase / (decrease)
- $1,334,885
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| United Benefits Group | CONTRACT ADMIN | $13,522 | 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 | $4,921 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mid-Kansas Cooperative Association
- 2023 Form 5500 filing
- Form 5500 filings in KS
- 401(k) and benefit plan filings in Moundridge, KS
- United Benefits Group — Schedule C compensation
- Intellicents Investment Solutions I — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation