2023 Form 5500 filing — Cossma, Inc. 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 20250719101301NAL0001440051001) for Cossma, Inc. Retirement Plan, reported by Cossma, Inc. under EIN 66-0434923 and plan number 001. It reports 436 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250719101301NAL0001440051001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cossma, Inc.
- EIN
- 66-0434923
- Plan number
- 001
- Location
- Cidra, PR
- Participants
- 436
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,640,961
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,640,961
- Employer contributions
- $1,001,890
- Participant contributions
- $467,915
- Total income / additions
- $3,188,982
- Benefits paid
- $298,387
- Administrative expenses
- $86,148
- Total expenses
- $384,535
- Net increase / (decrease)
- $2,804,447
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $42,852 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $36,032 | $0 |
| Investment Planners, Inc. | BROKER/ADVISOR | $0 | $24,659 |
| Rsm Roc & Company | AUDITOR | $8,950 | $0 |
| Pension Administrators Group, Inc. | CONTRACT ADMIN | $4,635 | $0 |