2023 Form 5500 filing — The Cooper Companies, Inc. 401(K) 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 20240826095822NAL0015594944001) for The Cooper Companies, Inc. 401(K) Savings Plan, reported by The Cooper Companies, Inc. under EIN 94-2657368 and plan number 102. It reports 4,775 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240826095822NAL0015594944001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Cooper Companies, Inc.
- EIN
- 94-2657368
- Plan number
- 102
- Location
- San Ramon, CA
- Participants
- 4,775
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $420,043,967
- Net assets (EOY)
- $420,043,967
- Employer contributions
- $10,139,005
- Participant contributions
- $33,961,919
- Total income / additions
- $111,619,368
- Benefits paid
- $36,087,941
- Administrative expenses
- $240,560
- Total expenses
- $36,338,099
- Net increase / (decrease)
- $75,281,269
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $240,560 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |