The Cooper Companies, Inc. 401(K) Savings Plan — Form 5500 plan (The Cooper Companies, 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 Cooper Companies, Inc. 401(K) Savings Plan is a benefit plan reported by The Cooper Companies, Inc. under EIN 94-2657368 and plan number 102. The latest loaded filing year is 2023. The filing reports 4,775 participants and $420,043,967 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Cooper Companies, Inc.
EIN
94-2657368
Plan number
102
Plan type
2
Location
San Ramon, CA
Latest filing year
2023
Participants
4,775
End-of-year plan assets
$420,043,967

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,775H, C20240826095822NAL0015594944001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$420,043,967
Net assets (EOY)
$420,043,967
Net assets (BOY)
$344,762,698

Income & contributions

Employer contributions
$10,139,005
Participant contributions
$33,961,919
Total contributions
$50,754,285
Total income / additions
$111,619,368

Expenses & distributions

Benefits paid
$36,087,941
Administrative expenses
$240,560
Total expenses
$36,338,099
Net increase / (decrease)
$75,281,269

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORD KEEPER$240,560$02023
National Financial ServicesSECURITIES BROKER$0$02023

Related Form 5500 pages