2023 Form 5500 filing — Cooper Realty Company Employee Benefit 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 20250415135458NAL0003393617001) for Cooper Realty Company Employee Benefit Plan, reported by Cooper Realty Company under EIN 62-0556886 and plan number 501. It reports 471 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415135458NAL0003393617001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cooper Realty Company
- EIN
- 62-0556886
- Plan number
- 501
- Location
- Memphis, TN
- Participants
- 471
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $542,945
- Net assets (EOY)
- $542,945
- Employer contributions
- $3,376,443
- Participant contributions
- $694,234
- Total income / additions
- $4,321,333
- Benefits paid
- $3,606,549
- Administrative expenses
- $197,086
- Total expenses
- $3,803,635
- Net increase / (decrease)
- $517,698
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Umr, Inc. | CLAIMS PROCESSING | $93,352 | $170 |
| Healthsmart Benefit Solutions | THIRD PARTY ADMINISTRATO | $91,808 | $0 |
| Bart Ehrenkranz | BROKER | $11,925 | not reported in the loaded dataset |