2023 Form 5500 filing — Aaa Cooper Transportation Pension Plan For Eligible Employees
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011150331NAL0023019953001) for Aaa Cooper Transportation Pension Plan For Eligible Employees, reported by Aaa Cooper Transportation under EIN 63-0364620 and plan number 001. It reports 2,097 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011150331NAL0023019953001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aaa Cooper Transportation
- EIN
- 63-0364620
- Plan number
- 001
- Location
- Dothan, AL
- Participants
- 2,097
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,422,766
- Net assets (EOY)
- $35,422,766
- Total income / additions
- $4,739,836
- Benefits paid
- $21,175,112
- Administrative expenses
- $676,986
- Total expenses
- $21,852,098
- Net increase / (decrease)
- -$17,112,262
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services | NONE | $148,142 | not reported in the loaded dataset |
| Sterling Capital Management Ll | NONE | $89,681 | not reported in the loaded dataset |
| Capfinancial Partners LLC | NONE | $78,741 | not reported in the loaded dataset |
| Bcg Pension Risk Consultants | NONE | $9,750 | not reported in the loaded dataset |
| Barbacane, Thornton & Company | NONE | $9,750 | not reported in the loaded dataset |