2023 Form 5500 filing — Retirement Plan For Salaried Employees Of Cotter Corporation
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 20241015103946NAL0029280865001) for Retirement Plan For Salaried Employees Of Cotter Corporation, reported by Cotter Corporation under EIN 85-0125530 and plan number 001. It reports 178 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015103946NAL0029280865001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cotter Corporation
- EIN
- 85-0125530
- Plan number
- 001
- Location
- Englewood, CO
- Participants
- 178
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,425,509
- Total liabilities (EOY)
- $69,126
- Net assets (EOY)
- $14,356,383
- Employer contributions
- $450,000
- Total income / additions
- $2,011,671
- Benefits paid
- $1,274,169
- Administrative expenses
- $153,467
- Total expenses
- $1,427,636
- Net increase / (decrease)
- $584,035
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman | ACTUARIAL/ADMIN | $76,347 | not reported in the loaded dataset |
| Captrust Advisors | INVESTMENT ADVISORS | $64,856 | not reported in the loaded dataset |
| The Northern Trust Company | TRUSTEE/CUSTODIAN | $21,399 | not reported in the loaded dataset |
| Causey Demgen & Moore Pc | ACCOUNTING | $14,500 | not reported in the loaded dataset |