The Retirement Plan For Employees Of The Cooper Group, Inc. And Participating Affiliates — Form 5500 plan (The Cooper Group, 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, The Retirement Plan For Employees Of The Cooper Group, Inc. And Participating Affiliates is a benefit plan reported by The Cooper Group, Inc. under EIN 85-0871337 and plan number 001. The latest loaded filing year is 2023. The filing reports 957 participants and $91,778,128 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Cooper Group, Inc.
EIN
85-0871337
Plan number
001
Plan type
2
Location
Mobile, AL
Latest filing year
2023
Participants
957
End-of-year plan assets
$91,778,128

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023957H, C20240913141212NAL0006027299001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$91,778,128
Total liabilities (EOY)
$0
Net assets (EOY)
$91,778,128
Net assets (BOY)
$74,524,933

Income & contributions

Employer contributions
$1,771,960
Participant contributions
$4,554,407
Total contributions
$6,533,830
Total income / additions
$22,855,345

Expenses & distributions

Benefits paid
$5,434,065
Administrative expenses
$168,085
Total expenses
$5,602,150
Net increase / (decrease)
$17,253,195

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$16,335not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$1,350$02023

Related Form 5500 pages