Plan5500

Countrymark Cooperative Holding Corporation — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Countrymark Cooperative Holding Corporation (EIN 35-2157259) is a plan sponsor located in Indianapolis, IN with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
35-2157259
Location
Indianapolis, IN
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Countrymark Cooperative Holding Corporation

  • 2 loaded plans hold $133.4M in reported assets.
  • The largest, Countrymark Savings Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,083 reported participants.
  • 2 of 2 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$132.8MSummed across loaded plans$132,798,004
Total reported assets$133.4M$133,350,216
Total reported participants1.1K1,083
Total reported liabilities$552.2K$552,212

Reported net position

Reported assets = net assets + liabilities (summed)$133.4M total assets
Net assets$132.8MLiabilities$552.2K
Contributions & income
Employer contributions$16.5M
Participant contributions$7.4M
Total income / additions$43.2M
Expenses & distributions
Benefits paid / distributions$24.4M
Total expenses$25M
Net increase / (decrease)$18.2M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation2 / 2 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Countrymark Savings Plan
Participants per plan542Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Countrymark Savings Plan$133.4M
    Plan #001 · 596 participants · 2023
  2. 2
    Countrymark Cooperative Holding Corporation Employee Benefit Plan$0
    Plan #501 · 487 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Countrymark Cooperative Holding Corporation. Open one for its full reported snapshot.

  1. 2023
    Countrymark Savings Plan596 participants · 2Sch HSch C
    View filing →
  2. 2023
    Countrymark Cooperative Holding Corporation Employee Benefit Plan487 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Countrymark Cooperative Holding Corporation report on Form 5500?
Countrymark Cooperative Holding Corporation (EIN 35-2157259) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Countrymark Cooperative Holding Corporation?
The Employer Identification Number (EIN) reported for Countrymark Cooperative Holding Corporation is 35-2157259.
What is the latest Form 5500 filing year for Countrymark Cooperative Holding Corporation?
The latest loaded Form 5500 filing year for Countrymark Cooperative Holding Corporation is 2023.

Related Form 5500 pages