Aaa Cooper Transportation Pension Plan For Eligible Employees — Form 5500 plan (Aaa Cooper Transportation)
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, Aaa Cooper Transportation Pension Plan For Eligible Employees is a benefit plan reported by Aaa Cooper Transportation under EIN 63-0364620 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,097 participants and $35,422,766 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Aaa Cooper Transportation
- EIN
- 63-0364620
- Plan number
- 001
- Plan type
- 2
- Location
- Dothan, AL
- Latest filing year
- 2023
- Participants
- 2,097
- End-of-year plan assets
- $35,422,766
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,097 | H, C | 20241011150331NAL0023019953001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,422,766
- Net assets (EOY)
- $35,422,766
- Net assets (BOY)
- $52,535,028
Income & contributions
- Total income / additions
- $4,739,836
Expenses & distributions
- Benefits paid
- $21,175,112
- Administrative expenses
- $676,986
- Total expenses
- $21,852,098
- Net increase / (decrease)
- -$17,112,262
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services | NONE | $148,142 | not reported in the loaded dataset | 2023 |
| Sterling Capital Management Ll | NONE | $89,681 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners LLC | NONE | $78,741 | not reported in the loaded dataset | 2023 |
| Bcg Pension Risk Consultants | NONE | $9,750 | not reported in the loaded dataset | 2023 |
| Barbacane, Thornton & Company | NONE | $9,750 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Aaa Cooper Transportation
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Dothan, AL
- Schwab Retirement Plan Services — Schedule C compensation
- Sterling Capital Management Ll — Schedule C compensation
- Capfinancial Partners LLC — Schedule C compensation
- Bcg Pension Risk Consultants — Schedule C compensation
- Barbacane, Thornton & Company — Schedule C compensation