2023 Form 5500 filing — Cooperative Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240723043956NAL0023481522001) for Cooperative Savings Plan, reported by Cooperative Pension / Savings Board under EIN 31-1257147 and plan number 335. It reports 5,905 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240723043956NAL0023481522001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Cooperative Pension / Savings Board
- EIN
- 31-1257147
- Plan number
- 335
- Location
- Indianapolis, IN
- Participants
- 5,905
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $417,062,537
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $417,062,537
- Employer contributions
- $13,684,207
- Participant contributions
- $20,406,969
- Total income / additions
- $98,108,386
- Benefits paid
- $36,814,941
- Administrative expenses
- $859,090
- Total expenses
- $37,727,141
- Net increase / (decrease)
- $60,381,245
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nyhart | NONE | $399,303 | not reported in the loaded dataset |
| Baker & Hostetler, Llp | NONE | $157,804 | not reported in the loaded dataset |
| Oxford Financial Group, Ltd | NONE | $148,876 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $122,993 | not reported in the loaded dataset |
| Forvis, Llp | NONE | $20,895 | not reported in the loaded dataset |
| Marsh Usa, Inc. | NONE | $9,219 | not reported in the loaded dataset |