Plan5500

Co-Op 401(K) Plan — Form 5500 plan (Coop Shared Services, LLC)

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 Coop Shared Services, LLC under EIN 81-4228205 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,309 participants and $89,100,947 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Coop Shared Services, LLC
EIN
81-4228205
Plan number
001
Plan type
2
Location
Jerome, ID
Latest filing year
2023
Participants
2,309
End-of-year plan assets
$89,100,947

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,309H, C20241008104950NAL0008275379001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$89,100,947
Total liabilities (EOY)
$6,720
Net assets (EOY)
$89,094,227
Net assets (BOY)
$69,763,144

Income & contributions

Employer contributions
$3,481,964
Participant contributions
$4,745,849
Total contributions
$8,475,021
Total income / additions
$21,197,210

Expenses & distributions

Benefits paid
$10,559,116
Administrative expenses
$119,685
Total expenses
$10,678,801
Net increase / (decrease)
$10,518,409

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Milliman Inc.NONE$54,812not reported in the loaded dataset2023
Aldrich Cpas & Advisors LlpNONE$19,000not reported in the loaded dataset2023
Charles Schwab Investment MgmtNONE$14,778not reported in the loaded dataset2023
Agri-Invest, LLCNONE$9,345not reported in the loaded dataset2023

Related Form 5500 pages