The Cooper Health System 403(B) Plan — Form 5500 plan (The Cooper Health System)

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, The Cooper Health System 403(B) Plan is a benefit plan reported by The Cooper Health System under EIN 21-0634462 and plan number 003. The latest loaded filing year is 2023. The filing reports 38,591 participants and $798,864,128 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Cooper Health System
EIN
21-0634462
Plan number
003
Plan type
2
Location
Camden, NJ
Latest filing year
2023
Participants
38,591
End-of-year plan assets
$798,864,128

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202338,591H, C20250228151013NAL0001323329001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$798,864,128
Total liabilities (EOY)
$0
Net assets (EOY)
$798,864,128
Net assets (BOY)
$640,114,547

Income & contributions

Participant contributions
$60,806,681
Total contributions
$76,200,024
Total income / additions
$206,276,048

Expenses & distributions

Benefits paid
$46,611,486
Administrative expenses
$842,553
Total expenses
$47,526,467
Net increase / (decrease)
$158,749,581

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalNONE$705,425$02023
Newport Capital GroupNONE$116,519not reported in the loaded dataset2023

Related Form 5500 pages