Retirement plan

EMPLOYEE BENEFIT PLAN OF TRI-ENERGY COOPERATIVE D/B/A FARMERS UNION OIL COMPANY OF BISMARCK/MAN

Name: TRI-ENERGY COOPERATIVE D/B/A FARMERS UNION OIL COMPANY OF BISMARCK/MAN - EMPLOYEE BENEFIT PLAN OF TRI-ENERGY COOPERATIVE D/B/A FARMERS UNION OIL COMPANY OF BISMARCK/MAN (2022) Form 5500
Creator: TRI-ENERGY COOPERATIVE D/B/A FARMERS UNION OIL COMPANY OF BISMARCK/MAN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF TRI-ENERGY COOPERATIVE D/B/A FARMERS UNION OIL COMPANY OF BISMARCK/MAN, TRI-ENERGY COOPERATIVE D/B/A FARMERS UNION OIL COMPANY OF BISMARCK/MAN

TRI-ENERGY COOPERATIVE D/B/A FARMERS UNION OIL COMPANY OF BISMARCK/MANEIN 45-0132610Plan #001PY 2022

219 N 20TH ST - BISMARCK, ND 585014736701-223-8707cenexcarcare.comLinkedIn11-50 employees

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.3M

-4.1% from 2021

Total participants

+27.3% from 2021

Average account balance

$30,518

-24.6% from 2021

Annual return

-13.63%

-24.12 pp from 2021

Benchmarks

See 28,007 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort28,007 peers

Snapshot2022

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$2.11M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$36K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

44.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$292K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+18.30%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$10027

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2F2G2T3D

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$172

$7 / participant

Other / not subdivided$172100.0%

% of EOY assets

0.013%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$30,518

$82,664-63.1%

$125,339-75.7%

$68,494-55.4%

Participation rate

100.0%

75.0%+25.0pp

82.4%+17.6pp

67.9%+32.1pp

Annual return

-13.63%

-5.97%-7.7pp

572.05%-585.7pp

-7.84%-5.8pp

Employer contribution / active EE

$2,147

$3,381-36.5%

$4,814-55.4%

$2,596-17.3%

Participant deferral / active EE

$2,773

$6,110-54.6%

$7,446-62.8%

$4,027-31.2%

Admin fee / account holder

$6,275-99.9%

$10,010-100.0%

$5,403-99.9%

EMPLOYEE BENEFIT PLAN OF TRI-ENERGY COOPERATIVE D/B/A FARMERS UNION OIL COMPANY OF BISMARCK/MAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF TRI-ENERGY COOPERATIVE D/B/A FARMERS UNION OIL COMPANY OF BISMARCK/MAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion