Cossma, Inc. Retirement Plan — Form 5500 plan (Cossma, Inc.)
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, Cossma, Inc. Retirement Plan is a benefit plan reported by Cossma, Inc. under EIN 66-0434923 and plan number 001. The latest loaded filing year is 2023. The filing reports 436 participants and $12,640,961 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cossma, Inc.
- EIN
- 66-0434923
- Plan number
- 001
- Plan type
- 2
- Location
- Cidra, PR
- Latest filing year
- 2023
- Participants
- 436
- End-of-year plan assets
- $12,640,961
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 436 | H, C | 20250719101301NAL0001440051001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,640,961
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,640,961
- Net assets (BOY)
- $9,836,514
Income & contributions
- Employer contributions
- $1,001,890
- Participant contributions
- $467,915
- Total contributions
- $1,469,805
- Total income / additions
- $3,188,982
Expenses & distributions
- Benefits paid
- $298,387
- Administrative expenses
- $86,148
- Total expenses
- $384,535
- Net increase / (decrease)
- $2,804,447
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $42,852 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $36,032 | $0 | 2023 |
| Investment Planners, Inc. | BROKER/ADVISOR | $0 | $24,659 | 2023 |
| Rsm Roc & Company | AUDITOR | $8,950 | $0 | 2023 |
| Pension Administrators Group, Inc. | CONTRACT ADMIN | $4,635 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cossma, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PR
- 401(k) and benefit plan filings in Cidra, PR
- Empower Annuity Insurance Co Of Ame — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Investment Planners, Inc. — Schedule C compensation
- Rsm Roc & Company — Schedule C compensation
- Pension Administrators Group, Inc. — Schedule C compensation