Plan5500

2023 Form 5500 filing — Copolymer Retirees Health And Life Insurance 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 20250414144833NAL0003664194001) for Copolymer Retirees Health And Life Insurance Plan, reported by Trustees Of Copolymer Retirees Trust under EIN 20-4982669 and plan number 501. It reports 198 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250414144833NAL0003664194001
Filing year
2023
Form type
2
Plan sponsor
Trustees Of Copolymer Retirees Trust
EIN
20-4982669
Plan number
501
Location
Baton Rouge, LA
Participants
198
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$4,985,959
Total liabilities (EOY)
$1,450
Net assets (EOY)
$4,984,509
Participant contributions
$671,743
Total income / additions
$1,098,887
Benefits paid
$962,731
Administrative expenses
$411,540
Total expenses
$1,374,271
Net increase / (decrease)
-$275,384
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Business Legacy Management, LLCPLAN ADMINISTRATOR$197,000not reported in the loaded dataset
Lloyd J. Tabary, Ii Atty At LawBENEFITS ADMINISTRATOR$60,375not reported in the loaded dataset
Ltd Consulting, LLCACCOUNTANT$38,700not reported in the loaded dataset
Hunter-Michael Invst. Advisors Inc.INVESTMENT ADVISOR$17,500not reported in the loaded dataset
Bourgeois Bennett, LLCAUDITOR$17,000not reported in the loaded dataset
Agincourt Capital Management, LLCINVESTMENT MANAGER$10,840not reported in the loaded dataset

Related Form 5500 pages