Telus Agriculture (Us) Retirement Plan — Form 5500 plan (Telus Agriculture Holdings (Us) 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, Telus Agriculture (Us) Retirement Plan is a benefit plan reported by Telus Agriculture Holdings (Us) Inc. under EIN 85-1862602 and plan number 002. The latest loaded filing year is 2023. The filing reports 990 participants and $80,874,021 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Telus Agriculture Holdings (Us) Inc.
- EIN
- 85-1862602
- Plan number
- 002
- Plan type
- 2
- Location
- State College, PA
- Latest filing year
- 2023
- Participants
- 990
- End-of-year plan assets
- $80,874,021
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 990 | H, C | 20250306142821NAL0010406593001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $80,874,021
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $80,874,021
- Net assets (BOY)
- $68,455,978
Income & contributions
- Employer contributions
- $3,005,638
- Participant contributions
- $6,882,754
- Total contributions
- $10,844,956
- Total income / additions
- $21,089,531
Expenses & distributions
- Benefits paid
- $8,484,548
- Administrative expenses
- $156,180
- Total expenses
- $8,671,488
- Net increase / (decrease)
- $12,418,043
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $152,350 | $0 | 2023 |