Co-Op Pension Plan — Form 5500 plan (Tennessee Farmers Cooperative)

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 Pension Plan is a benefit plan reported by Tennessee Farmers Cooperative under EIN 62-1216249 and plan number 333. The latest loaded filing year is 2023. The filing reports 4,169 participants and $385,700,241 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tennessee Farmers Cooperative
EIN
62-1216249
Plan number
333
Plan type
3
Location
Lavergne, TN
Latest filing year
2023
Participants
4,169
End-of-year plan assets
$385,700,241

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,169H, C20241011145514NAL0012637507001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$385,700,241
Total liabilities (EOY)
$0
Net assets (EOY)
$385,700,241
Net assets (BOY)
$344,681,479

Income & contributions

Employer contributions
$10,001,258
Participant contributions
$12,707,066
Total contributions
$24,681,750
Total income / additions
$70,926,573

Expenses & distributions

Benefits paid
$29,448,289
Administrative expenses
$366,831
Total expenses
$29,907,811
Net increase / (decrease)
$41,018,762

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$241,140$02023
Prime Capital Investment AdvisorsADVISOR$98,296not reported in the loaded dataset2023

Related Form 5500 pages