2023 Form 5500 filing — Eau Claire Cooperative Center 403(B) Retirement Plan And Trust

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 20250430080912NAL0001659985001) for Eau Claire Cooperative Center 403(B) Retirement Plan And Trust, reported by Eau Claire Cooperative Health Center under EIN 57-0965445 and plan number 001. It reports 649 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250430080912NAL0001659985001
Filing year
2023
Form type
2
Plan sponsor
Eau Claire Cooperative Health Center
EIN
57-0965445
Plan number
001
Location
Columbia, SC
Participants
649
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$9,590,527
Total liabilities (EOY)
$0
Net assets (EOY)
$9,590,527
Employer contributions
$412,402
Participant contributions
$1,105,994
Total income / additions
$2,950,954
Benefits paid
$471,815
Administrative expenses
$50,044
Total expenses
$521,859
Net increase / (decrease)
$2,429,095
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
NationwideNONE$37,956$0
Aprio Benefit Advisors LLCNONE$12,112not reported in the loaded dataset

Related Form 5500 pages