# Farmers Union Cooperative DB Plan
Source: https://planprovider.pro/companies/farmers-union-cooperative-420243030-020

> Farmers Union Cooperative's DB plan: 84 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Farmers Union Cooperative

- **Sponsor EIN:** 420243030

- **Sponsor Address:** 1913 COUNTY RD B32, OSSIAN, IA, 521618041

- **Plan Type:** DB

- **Plan Number:** 020

- **Total Participants:** 84

- **Total Assets:** $9.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|84|$9.1M|$420,000|$0|

| 2023|85|$8.6M|$420,000|$0|

| 2022|66|$7.7M|$420,000|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| MERCER|Other Service Provider|$12,803|—|$12,803|

| PRINCIPAL FINANCIAL GROUP|Other Service Provider|$7,890|—|$7,890|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $20,693

- **Estimated Expense Ratio:** 0.227% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$37,773|$7,890|—|—|—|

| 2023|$23,381|$7,020|—|—|—|

| 2022|$21,599|$6,941|—|—|$2,778|

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