Original filing (PDF)20240531095427NAL0023384656001

UPSTATE NIAGARA COOPERATIVE, INC

Name: UPSTATE NIAGARA COOPERATIVE, INC — UPSTATE NIAGARA COOPERATIVE, INC GROUP DENTAL PLAN, Form 5500 (2023)
Creator: UPSTATE NIAGARA COOPERATIVE, INC

Form 5500-SF

FILING_RECEIVED

UPSTATE NIAGARA COOPERATIVE, INC GROUP DENTAL PLAN

Health & welfare plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UPSTATE NIAGARA COOPERATIVE, INC.

Plan sponsor

Name

UPSTATE NIAGARA COOPERATIVE, INC

EIN

16-0845625

Address

PO BOX 268 · LANCASTER, NY · 140860268

Phone

(716) 892-3156

Industry

Agriculture, Forestry, Fishing, Huntingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

503

Plan year

2023

Plan year begin

2023-08-01

Tax period

2023-11-28

Filed

2024-05-31

Welfare benefit codes

4D · Dental

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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