2023 Form 5500 filing — Cbera Plan C
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 20241010124541NAL0011472243001) for Cbera Plan C, reported by Cooperative Banks Employees Retirement Association under EIN 04-6035593 and plan number 334. It reports 2,861 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010124541NAL0011472243001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Cooperative Banks Employees Retirement Association
- EIN
- 04-6035593
- Plan number
- 334
- Location
- Norwood, MA
- Participants
- 2,861
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $298,736,077
- Total liabilities (EOY)
- $1,559,223
- Net assets (EOY)
- $297,176,854
- Employer contributions
- $7,525,745
- Participant contributions
- $0
- Total income / additions
- $40,206,174
- Benefits paid
- $27,449,087
- Administrative expenses
- $2,621,933
- Total expenses
- $30,071,020
- Net increase / (decrease)
- $10,135,154
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Coop. Banks Employees Ret Assn. | PLAN ADMINISTRATOR | $602,652 | not reported in the loaded dataset |
| Agilis LLC | ACTUARY | $520,835 | not reported in the loaded dataset |
| Hardman Johnston Global Advisors | INVESTMENT MGMT | $246,545 | not reported in the loaded dataset |
| Acadian Asset Management LLC | INVESTMENT MGMT | $135,205 | not reported in the loaded dataset |
| Blackrock Institutional Trust Co. | INVESTMENT MGMT | $133,172 | $0 |
| Nepc, LLC | INVESTMENT ADVISOR | $128,034 | not reported in the loaded dataset |
| The Bank Of New York Mellon | CUSTODIAL SECURITIES | $123,890 | $0 |
| Mondrian Investment Group | INVESTMENT MGMT | $118,318 | not reported in the loaded dataset |
| Income Research & Management | INVESTMENT MGMT | $112,362 | not reported in the loaded dataset |
| Legal & General Invest Mgmt America | INVESTMENT MGMT | $78,294 | not reported in the loaded dataset |
| Copeland Capital Management, LLC | INVESTMENT MGMT | $60,675 | not reported in the loaded dataset |
| Wolf & Company, P.C. | AUDITORS | $49,049 | not reported in the loaded dataset |
| Fidelity Institutional Asset | INVESTMENT MGMT | $18,186 | $0 |
| Panagora Asset Management, Inc. | INVESTMENT MGMT | $15,380 | $0 |