2023 Form 5500 filing — The Cooper Health System 403(B) Plan
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 20250228151013NAL0001323329001) for The Cooper Health System 403(B) Plan, reported by The Cooper Health System under EIN 21-0634462 and plan number 003. It reports 38,591 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250228151013NAL0001323329001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Cooper Health System
- EIN
- 21-0634462
- Plan number
- 003
- Location
- Camden, NJ
- Participants
- 38,591
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $798,864,128
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $798,864,128
- Participant contributions
- $60,806,681
- Total income / additions
- $206,276,048
- Benefits paid
- $46,611,486
- Administrative expenses
- $842,553
- Total expenses
- $47,526,467
- Net increase / (decrease)
- $158,749,581
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | NONE | $705,425 | $0 |
| Newport Capital Group | NONE | $116,519 | not reported in the loaded dataset |