401k Plan data: UBG 401(K) PLAN - MIDWEST FARMERS COOPERATIVE AT ELMWOOD plan

UBG 401(K) PLAN - MIDWEST FARMERS COOPERATIVE AT ELMWOOD 401k Plan overview

Plan Name	UBG 401(K) PLAN - MIDWEST FARMERS COOPERATIVE AT ELMWOOD
Plan identification number	002

UBG 401(K) PLAN - MIDWEST FARMERS COOPERATIVE AT ELMWOOD Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MIDWEST FARMERS COOPERATIVE has sponsored the creation of one or more 401k plans.

Company Name: MIDWEST FARMERS COOPERATIVE

Employer identification number (EIN): 470155775

NAIC Classification: 424500

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UBG 401(K) PLAN - MIDWEST FARMERS COOPERATIVE AT ELMWOOD

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2019-07-01
002 2018-07-01
002 2017-07-01 BRENT EVANS MARSHA WHETHAM 2018-10-08
002 2016-07-01 BRENT EVANS MARSHA WHETHAM 2018-01-25
002 2015-07-01 BRENT EVANS MARSHA WHETHAM 2017-03-15
002 2014-07-01 BRENT EVANS MARSHA WHETHAM 2016-04-13
002 2013-07-01 TIM JUNGE 2015-03-24
002 2012-07-01 NORMA JONES 2013-08-28
002 2011-07-01 DAVID SCHNEIDER 2012-10-16
002 2010-07-01 DAVID SCHNEIDER 2011-10-18
002 2009-07-01 DAVID SCHNEIDER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2019-07-01
002	2018-07-01
002	2017-07-01	BRENT EVANS		MARSHA WHETHAM	2018-10-08
002	2016-07-01	BRENT EVANS		MARSHA WHETHAM	2018-01-25
002	2015-07-01	BRENT EVANS		MARSHA WHETHAM	2017-03-15
002	2014-07-01	BRENT EVANS		MARSHA WHETHAM	2016-04-13
002	2013-07-01	TIM JUNGE	2015-03-24
002	2012-07-01	NORMA JONES	2013-08-28
002	2011-07-01	DAVID SCHNEIDER	2012-10-16
002	2010-07-01	DAVID SCHNEIDER	2011-10-18
002	2009-07-01	DAVID SCHNEIDER

Plan Statistics for UBG 401(K) PLAN - MIDWEST FARMERS COOPERATIVE AT ELMWOOD

401k plan membership statisitcs for UBG 401(K) PLAN - MIDWEST FARMERS COOPERATIVE AT ELMWOOD

Measure Date Value
2019: UBG 401(K) PLAN - MIDWEST FARMERS COOPERATIVE AT ELMWOOD 2019 401k membership
Total participants, beginning-of-year 2019-07-01 215
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 0
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 0
Total of all active and inactive participants 2019-07-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 0
Number of participants with account balances 2019-07-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: UBG 401(K) PLAN - MIDWEST FARMERS COOPERATIVE AT ELMWOOD 2018 401k membership
Total participants, beginning-of-year 2018-07-01 196
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 189
Number of retired or separated participants receiving benefits 2018-07-01 6
Total of all active and inactive participants 2018-07-01 195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 15
Total participants 2018-07-01 210
Number of participants with account balances 2018-07-01 85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
2017: UBG 401(K) PLAN - MIDWEST FARMERS COOPERATIVE AT ELMWOOD 2017 401k membership
Total participants, beginning-of-year 2017-07-01 204
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 170
Number of retired or separated participants receiving benefits 2017-07-01 6
Number of other retired or separated participants entitled to future benefits 2017-07-01 18
Total of all active and inactive participants 2017-07-01 194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 194
Number of participants with account balances 2017-07-01 88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: UBG 401(K) PLAN - MIDWEST FARMERS COOPERATIVE AT ELMWOOD 2016 401k membership
Total participants, beginning-of-year 2016-07-01 207
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 178
Number of retired or separated participants receiving benefits 2016-07-01 5
Number of other retired or separated participants entitled to future benefits 2016-07-01 18
Total of all active and inactive participants 2016-07-01 201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 201
Number of participants with account balances 2016-07-01 85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: UBG 401(K) PLAN - MIDWEST FARMERS COOPERATIVE AT ELMWOOD 2015 401k membership
Total participants, beginning-of-year 2015-07-01 164
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 179
Number of retired or separated participants receiving benefits 2015-07-01 4
Number of other retired or separated participants entitled to future benefits 2015-07-01 16
Total of all active and inactive participants 2015-07-01 199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 199
Number of participants with account balances 2015-07-01 87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: UBG 401(K) PLAN - MIDWEST FARMERS COOPERATIVE AT ELMWOOD 2014 401k membership
Total participants, beginning-of-year 2014-07-01 146
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 154
Number of retired or separated participants receiving benefits 2014-07-01 1
Number of other retired or separated participants entitled to future benefits 2014-07-01 17
Total of all active and inactive participants 2014-07-01 172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 172
Number of participants with account balances 2014-07-01 87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2009: UBG 401(K) PLAN - MIDWEST FARMERS COOPERATIVE AT ELMWOOD 2009 401k membership
Total participants, beginning-of-year 2009-07-01 38
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 77
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 9
Total of all active and inactive participants 2009-07-01 86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 86
Number of participants with account balances 2009-07-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0

Measure	Date	Value
2019: UBG 401(K) PLAN - MIDWEST FARMERS COOPERATIVE AT ELMWOOD 2019 401k membership
Total participants, beginning-of-year	2019-07-01	215
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	0
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	0
Total of all active and inactive participants	2019-07-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	0
Number of participants with account balances	2019-07-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: UBG 401(K) PLAN - MIDWEST FARMERS COOPERATIVE AT ELMWOOD 2018 401k membership
Total participants, beginning-of-year	2018-07-01	196
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	189
Number of retired or separated participants receiving benefits	2018-07-01	6
Total of all active and inactive participants	2018-07-01	195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	15
Total participants	2018-07-01	210
Number of participants with account balances	2018-07-01	85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
2017: UBG 401(K) PLAN - MIDWEST FARMERS COOPERATIVE AT ELMWOOD 2017 401k membership
Total participants, beginning-of-year	2017-07-01	204
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	170
Number of retired or separated participants receiving benefits	2017-07-01	6
Number of other retired or separated participants entitled to future benefits	2017-07-01	18
Total of all active and inactive participants	2017-07-01	194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	194
Number of participants with account balances	2017-07-01	88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: UBG 401(K) PLAN - MIDWEST FARMERS COOPERATIVE AT ELMWOOD 2016 401k membership
Total participants, beginning-of-year	2016-07-01	207
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	178
Number of retired or separated participants receiving benefits	2016-07-01	5
Number of other retired or separated participants entitled to future benefits	2016-07-01	18
Total of all active and inactive participants	2016-07-01	201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	201
Number of participants with account balances	2016-07-01	85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: UBG 401(K) PLAN - MIDWEST FARMERS COOPERATIVE AT ELMWOOD 2015 401k membership
Total participants, beginning-of-year	2015-07-01	164
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	179
Number of retired or separated participants receiving benefits	2015-07-01	4
Number of other retired or separated participants entitled to future benefits	2015-07-01	16
Total of all active and inactive participants	2015-07-01	199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	199
Number of participants with account balances	2015-07-01	87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: UBG 401(K) PLAN - MIDWEST FARMERS COOPERATIVE AT ELMWOOD 2014 401k membership
Total participants, beginning-of-year	2014-07-01	146
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	154
Number of retired or separated participants receiving benefits	2014-07-01	1
Number of other retired or separated participants entitled to future benefits	2014-07-01	17
Total of all active and inactive participants	2014-07-01	172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	172
Number of participants with account balances	2014-07-01	87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2009: UBG 401(K) PLAN - MIDWEST FARMERS COOPERATIVE AT ELMWOOD 2009 401k membership
Total participants, beginning-of-year	2009-07-01	38
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	77
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	9
Total of all active and inactive participants	2009-07-01	86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	86
Number of participants with account balances	2009-07-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0

Financial Data on UBG 401(K) PLAN - MIDWEST FARMERS COOPERATIVE AT ELMWOOD

Measure	Date	Value
2019 : UBG 401(K) PLAN - MIDWEST FARMERS COOPERATIVE AT ELMWOOD 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-10-10	$0
Total transfer of assets from this plan	2019-10-10	$6,089,162
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-10-10	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-10-10	$0
Total income from all sources (including contributions)	2019-10-10	$139,925
Total loss/gain on sale of assets	2019-10-10	$0
Total of all expenses incurred	2019-10-10	$11,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-10-10	$10,314
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-10-10	$55,884
Value of total assets at end of year	2019-10-10	$0
Value of total assets at beginning of year	2019-10-10	$5,960,941
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-10-10	$1,390
Total interest from all sources	2019-10-10	$758
Total dividends received (eg from common stock, registered investment company shares)	2019-10-10	$11,393
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-10-10	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2019-10-10	$0
Total dividends received from registered investment company shares (eg mutual funds)	2019-10-10	$11,393
Was this plan covered by a fidelity bond	2019-10-10	Yes
Value of fidelity bond cover	2019-10-10	$500,000
If this is an individual account plan, was there a blackout period	2019-10-10	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-10-10	$0
Were there any nonexempt tranactions with any party-in-interest	2019-10-10	No
Contributions received from participants	2019-10-10	$49,520
Participant contributions at end of year	2019-10-10	$0
Participant contributions at beginning of year	2019-10-10	$72,263
Income. Received or receivable in cash from other sources (including rollovers)	2019-10-10	$6,364
Administrative expenses (other) incurred	2019-10-10	$1,390
Total non interest bearing cash at end of year	2019-10-10	$0
Total non interest bearing cash at beginning of year	2019-10-10	$5,669
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-10-10	No
Value of net income/loss	2019-10-10	$128,221
Value of net assets at end of year (total assets less liabilities)	2019-10-10	$0
Value of net assets at beginning of year (total assets less liabilities)	2019-10-10	$5,960,941
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-10-10	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-10-10	No
Were any leases to which the plan was party in default or uncollectible	2019-10-10	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-10-10	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-10-10	$5,524,340
Interest on participant loans	2019-10-10	$758
Value of interest in common/collective trusts at end of year	2019-10-10	$0
Value of interest in common/collective trusts at beginning of year	2019-10-10	$358,669
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-10-10	$71,890
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-10-10	No
Was there a failure to transmit to the plan any participant contributions	2019-10-10	No
Has the plan failed to provide any benefit when due under the plan	2019-10-10	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-10-10	$10,314
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-10-10	Yes
Did the plan have assets held for investment	2019-10-10	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-10-10	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-10-10	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-10-10	Yes
Opinion of an independent qualified public accountant for this plan	2019-10-10	Disclaimer
Accountancy firm name	2019-10-10	EIDE BAILLY LLP
Accountancy firm EIN	2019-10-10	450250958
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$762,259
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$693,833
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$684,532
Value of total corrective distributions	2019-06-30	$2,988
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$362,577
Value of total assets at end of year	2019-06-30	$5,960,941
Value of total assets at beginning of year	2019-06-30	$5,892,515
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$6,313
Total interest from all sources	2019-06-30	$4,199
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$220,784
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2019-06-30	$0
Total dividends received from registered investment company shares (eg mutual funds)	2019-06-30	$220,784
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$500,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$271,897
Participant contributions at end of year	2019-06-30	$72,263
Participant contributions at beginning of year	2019-06-30	$61,403
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$90,680
Administrative expenses (other) incurred	2019-06-30	$6,313
Total non interest bearing cash at end of year	2019-06-30	$5,669
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$68,426
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$5,960,941
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$5,892,515
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$5,524,340
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$5,398,258
Interest on participant loans	2019-06-30	$4,199
Value of interest in common/collective trusts at end of year	2019-06-30	$358,669
Value of interest in common/collective trusts at beginning of year	2019-06-30	$432,854
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$167,640
Net investment gain or loss from common/collective trusts	2019-06-30	$7,059
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$684,532
Did the plan have assets held for investment	2019-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	EIDE BAILLY LLP
Accountancy firm EIN	2019-06-30	450250958
2018 : UBG 401(K) PLAN - MIDWEST FARMERS COOPERATIVE AT ELMWOOD 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$1,000,599
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$215,042
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$208,543
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$528,998
Value of total assets at end of year	2018-06-30	$5,892,515
Value of total assets at beginning of year	2018-06-30	$5,106,958
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$6,499
Total interest from all sources	2018-06-30	$2,706
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$178,603
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-06-30	$178,603
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$500,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$253,998
Participant contributions at end of year	2018-06-30	$61,403
Participant contributions at beginning of year	2018-06-30	$43,598
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$275,000
Administrative expenses (other) incurred	2018-06-30	$6,499
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$785,557
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$5,892,515
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$5,106,958
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$5,398,258
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$4,706,130
Interest on participant loans	2018-06-30	$2,706
Value of interest in common/collective trusts at end of year	2018-06-30	$432,854
Value of interest in common/collective trusts at beginning of year	2018-06-30	$357,230
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$280,982
Net investment gain or loss from common/collective trusts	2018-06-30	$9,310
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$208,543
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	EIDE BAILLY, LLP
Accountancy firm EIN	2018-06-30	450250958
2017 : UBG 401(K) PLAN - MIDWEST FARMERS COOPERATIVE AT ELMWOOD 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$860,031
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$75,874
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$73,153
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$281,775
Value of total assets at end of year	2017-06-30	$5,106,958
Value of total assets at beginning of year	2017-06-30	$4,322,801
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$2,721
Total interest from all sources	2017-06-30	$1,811
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$133,065
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-06-30	$133,065
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$500,000
If this is an individual account plan, was there a blackout period	2017-06-30	Yes
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$231,649
Participant contributions at end of year	2017-06-30	$43,598
Participant contributions at beginning of year	2017-06-30	$35,407
Participant contributions at beginning of year	2017-06-30	$8,529
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$50,126
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$784,157
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$5,106,958
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$4,322,801
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$4,706,130
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$3,940,590
Interest on participant loans	2017-06-30	$1,811
Value of interest in common/collective trusts at end of year	2017-06-30	$357,230
Value of interest in common/collective trusts at beginning of year	2017-06-30	$338,275
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$440,779
Net investment gain or loss from common/collective trusts	2017-06-30	$2,601
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$73,153
Contract administrator fees	2017-06-30	$2,721
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-06-30	Yes
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	EIDE BAILLY, LLP
Accountancy firm EIN	2017-06-30	450250958
2016 : UBG 401(K) PLAN - MIDWEST FARMERS COOPERATIVE AT ELMWOOD 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total income from all sources (including contributions)	2016-06-30	$295,796
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$99,573
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$81,227
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$287,744
Value of total assets at end of year	2016-06-30	$4,322,801
Value of total assets at beginning of year	2016-06-30	$4,126,578
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$18,346
Total interest from all sources	2016-06-30	$2,514
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$118,043
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-06-30	$118,043
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$500,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$225,599
Participant contributions at end of year	2016-06-30	$35,407
Participant contributions at beginning of year	2016-06-30	$62,396
Participant contributions at end of year	2016-06-30	$8,529
Participant contributions at beginning of year	2016-06-30	$8,390
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$62,145
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$196,223
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$4,322,801
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$4,126,578
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$3,940,590
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$3,717,718
Interest on participant loans	2016-06-30	$2,514
Value of interest in common/collective trusts at end of year	2016-06-30	$338,275
Value of interest in common/collective trusts at beginning of year	2016-06-30	$338,074
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-116,244
Net investment gain or loss from common/collective trusts	2016-06-30	$3,739
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$81,227
Contract administrator fees	2016-06-30	$18,346
Did the plan have assets held for investment	2016-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	EIDE BAILLY, LLP
Accountancy firm EIN	2016-06-30	450250958
2015 : UBG 401(K) PLAN - MIDWEST FARMERS COOPERATIVE AT ELMWOOD 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total income from all sources (including contributions)	2015-06-30	$374,054
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$53,865
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$42,596
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$220,354
Value of total assets at end of year	2015-06-30	$4,126,578
Value of total assets at beginning of year	2015-06-30	$3,806,389
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$11,269
Total interest from all sources	2015-06-30	$3,901
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$216,129
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-06-30	$216,129
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$500,000
If this is an individual account plan, was there a blackout period	2015-06-30	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$192,414
Participant contributions at end of year	2015-06-30	$62,396
Participant contributions at beginning of year	2015-06-30	$78,017
Participant contributions at end of year	2015-06-30	$8,390
Participant contributions at beginning of year	2015-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$27,940
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$320,189
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$4,126,578
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$3,806,389
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$3,717,718
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$3,728,372
Interest on participant loans	2015-06-30	$3,901
Value of interest in common/collective trusts at end of year	2015-06-30	$338,074
Value of interest in common/collective trusts at beginning of year	2015-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$-67,747
Net investment gain or loss from common/collective trusts	2015-06-30	$1,417
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$42,596
Contract administrator fees	2015-06-30	$11,269
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-06-30	Yes
Did the plan have assets held for investment	2015-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	EIDE BAILLY, LLP
Accountancy firm EIN	2015-06-30	450250958
2010 : UBG 401(K) PLAN - MIDWEST FARMERS COOPERATIVE AT ELMWOOD 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for UBG 401(K) PLAN - MIDWEST FARMERS COOPERATIVE AT ELMWOOD

2019: UBG 401(K) PLAN - MIDWEST FARMERS COOPERATIVE AT ELMWOOD 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	Yes
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: UBG 401(K) PLAN - MIDWEST FARMERS COOPERATIVE AT ELMWOOD 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: UBG 401(K) PLAN - MIDWEST FARMERS COOPERATIVE AT ELMWOOD 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: UBG 401(K) PLAN - MIDWEST FARMERS COOPERATIVE AT ELMWOOD 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: UBG 401(K) PLAN - MIDWEST FARMERS COOPERATIVE AT ELMWOOD 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: UBG 401(K) PLAN - MIDWEST FARMERS COOPERATIVE AT ELMWOOD 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2009: UBG 401(K) PLAN - MIDWEST FARMERS COOPERATIVE AT ELMWOOD 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	MIDWEST FARMERS COOPERATIVE
Employer identification number (EIN):	470155775
NAIC Classification:	424500