2023 Form 5500 filing — The Cooper Union Defined Contribution Retirement 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 20241015172206NAL0015162499001) for The Cooper Union Defined Contribution Retirement Plan, reported by The Cooper Union For The Advancement Of Science And Art under EIN 13-5562985 and plan number 001. It reports 867 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$144.6MReported net assets$144,551,115
Participants867
Provider compensation$132.5K4 Schedule C row(s)$132,484
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015172206NAL0015162499001
Plan sponsor
The Cooper Union For The Advancement Of Science And Art
EIN
13-5562985
Plan number
001
Location
New York, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$144.6M total assets
Net assets$144.6MLiabilities$0
Money in vs. money out
Total income / additions$22.4M
Total expenses$13M
Benefits paid / distributions$12.9M
Contributions
Employer$2.5M
Participant$1.6M
Full reported line items
Total assets (EOY)
$144,551,115
Total liabilities (EOY)
$0
Net assets (EOY)
$144,551,115
Employer contributions
$2,515,956
Participant contributions
$1,604,979
Total income / additions
$22,373,465
Benefits paid
$12,878,373
Administrative expenses
$132,484
Total expenses
$13,010,857
Net increase / (decrease)
$9,362,608
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    Tiaa$50.1K
    NONE · Direct $50.1K · Indirect $0
  2. 2
    Captrust$48.8K
    NONE · Direct $48.8K
  3. 3
    NONE · Direct $21.7K
  4. 4
    NONE · Direct $11.9K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015172206NAL0015162499001 cover?
It is the 2023 Form 5500 filing for The Cooper Union Defined Contribution Retirement Plan, reported by The Cooper Union For The Advancement Of Science And Art (EIN 13-5562985).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages