Cbera Plan A — Form 5500 plan (Cooperative Banks Employees Retirement Association)
Plain-English plan 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, Cbera Plan A is a benefit plan reported by Cooperative Banks Employees Retirement Association under EIN 04-6035593 and plan number 333. The latest loaded filing year is 2023. The filing reports 5,345 participants and $725,457,178 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cooperative Banks Employees Retirement Association
- EIN
- 04-6035593
- Plan number
- 333
- Plan type
- 3
- Location
- Norwood, MA
- Latest filing year
- 2023
- Participants
- 5,345
- End-of-year plan assets
- $725,457,178
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,345 | H, C | 20241002100617NAL0016283858001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $725,457,178
- Total liabilities (EOY)
- $153,056
- Net assets (EOY)
- $725,304,122
- Net assets (BOY)
- $657,378,921
Income & contributions
- Employer contributions
- $15,613,580
- Participant contributions
- $25,948,547
- Total contributions
- $48,164,349
- Total income / additions
- $161,530,081
Expenses & distributions
- Benefits paid
- $53,233,133
- Administrative expenses
- $1,413,013
- Total expenses
- $54,659,663
- Net increase / (decrease)
- $106,870,418
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $845,097 | $0 | 2023 |
| Cbera | NONE | $420,000 | not reported in the loaded dataset | 2023 |
| Nepc, LLC | NONE | $90,000 | not reported in the loaded dataset | 2023 |
| Wolf & Company, P.C. | NONE | $55,682 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $847 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cooperative Banks Employees Retirement Association
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Norwood, MA
- T Rowe Price Rps Inc — Schedule C compensation
- Cbera — Schedule C compensation
- Nepc, LLC — Schedule C compensation
- Wolf & Company, P.C. — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation