Plan5500

2023 Form 5500 filing — The Cooper Companies, Inc. Retirement Income 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 20241008161447NAL0017019569001) for The Cooper Companies, Inc. Retirement Income Plan, reported by The Cooper Companies, Inc. under EIN 94-2657368 and plan number 001. It reports 3,381 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241008161447NAL0017019569001
Filing year
2023
Form type
2
Plan sponsor
The Cooper Companies, Inc.
EIN
94-2657368
Plan number
001
Location
San Ramon, CA
Participants
3,381
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$159,780,829
Total liabilities (EOY)
$0
Net assets (EOY)
$159,780,829
Employer contributions
$385,000
Total income / additions
$22,013,306
Benefits paid
$9,949,325
Administrative expenses
$209,365
Total expenses
$10,158,690
Net increase / (decrease)
$11,854,616
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Columbia Contrarian Core InstlSECURITIES BROKER$98,011not reported in the loaded dataset
MfsSECURITIES BROKER$27,335not reported in the loaded dataset
AllspringSECURITIES BROKER$19,281not reported in the loaded dataset
ChartwellSECURITIES BROKER$19,150not reported in the loaded dataset
GraniteSECURIIES BROKER$17,504not reported in the loaded dataset
BairdSECURITIES BROKER$17,342not reported in the loaded dataset
TcwSECURITIES BROKER$14,505not reported in the loaded dataset

Related Form 5500 pages