2023 Form 5500 filing — Cooper Health System, Inc. 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 20250228150520NAL0001276177001) for Cooper Health System, Inc. Defined Contribution Retirement Plan, reported by The Cooper Health System under EIN 21-0634462 and plan number 002. It reports 16,378 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)$303.8MReported net assets$303,789,152
Participants16.4K16,378
Provider compensation$170.8K2 Schedule C row(s)$170,752
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250228150520NAL0001276177001
- Plan sponsor
- The Cooper Health System
- EIN
- 21-0634462
- Plan number
- 002
- Location
- Camden, NJ
- Received date
- not reported in the loaded dataset
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)$303.8M total assets
Net assets$303.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $303,789,152
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $303,789,152
- Employer contributions
- $21,817,586
- Total income / additions
- $68,598,741
- Benefits paid
- $13,358,730
- Administrative expenses
- $170,593
- Total expenses
- $13,539,414
- Net increase / (decrease)
- $55,059,327
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | NONE | $119,995 | $0 |
| Newport Capital Group | NONE | $50,757 | not reported in the loaded dataset |