Cbera Plan C — Form 5500 plan (Cooperative Banks Employees Retirement Association)
Plain-English plan 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, Cbera Plan C is a benefit plan reported by Cooperative Banks Employees Retirement Association under EIN 04-6035593 and plan number 334. The latest loaded filing year is 2023. The filing reports 2,861 participants and $298,736,077 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cooperative Banks Employees Retirement Association
- EIN
- 04-6035593
- Plan number
- 334
- Plan type
- 3
- Location
- Norwood, MA
- Latest filing year
- 2023
- Participants
- 2,861
- End-of-year plan assets
- $298,736,077
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,861 | H, C | 20241010124541NAL0011472243001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $298,736,077
- Total liabilities (EOY)
- $1,559,223
- Net assets (EOY)
- $297,176,854
- Net assets (BOY)
- $286,118,417
Income & contributions
- Employer contributions
- $7,525,745
- Participant contributions
- $0
- Total contributions
- $7,525,745
- Total income / additions
- $40,206,174
Expenses & distributions
- Benefits paid
- $27,449,087
- Administrative expenses
- $2,621,933
- Total expenses
- $30,071,020
- Net increase / (decrease)
- $10,135,154
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Coop. Banks Employees Ret Assn. | PLAN ADMINISTRATOR | $602,652 | not reported in the loaded dataset | 2023 |
| Agilis LLC | ACTUARY | $520,835 | not reported in the loaded dataset | 2023 |
| Hardman Johnston Global Advisors | INVESTMENT MGMT | $246,545 | not reported in the loaded dataset | 2023 |
| Acadian Asset Management LLC | INVESTMENT MGMT | $135,205 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trust Co. | INVESTMENT MGMT | $133,172 | $0 | 2023 |
| Nepc, LLC | INVESTMENT ADVISOR | $128,034 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | CUSTODIAL SECURITIES | $123,890 | $0 | 2023 |
| Mondrian Investment Group | INVESTMENT MGMT | $118,318 | not reported in the loaded dataset | 2023 |
| Income Research & Management | INVESTMENT MGMT | $112,362 | not reported in the loaded dataset | 2023 |
| Legal & General Invest Mgmt America | INVESTMENT MGMT | $78,294 | not reported in the loaded dataset | 2023 |
| Copeland Capital Management, LLC | INVESTMENT MGMT | $60,675 | not reported in the loaded dataset | 2023 |
| Wolf & Company, P.C. | AUDITORS | $49,049 | not reported in the loaded dataset | 2023 |
| Fidelity Institutional Asset | INVESTMENT MGMT | $18,186 | $0 | 2023 |
| Panagora Asset Management, Inc. | INVESTMENT MGMT | $15,380 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cooperative Banks Employees Retirement Association
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Norwood, MA
- Coop. Banks Employees Ret Assn. — Schedule C compensation
- Agilis LLC — Schedule C compensation
- Hardman Johnston Global Advisors — Schedule C compensation
- Acadian Asset Management LLC — Schedule C compensation
- Blackrock Institutional Trust Co. — Schedule C compensation
- Nepc, LLC — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Mondrian Investment Group — Schedule C compensation
- Income Research & Management — Schedule C compensation
- Legal & General Invest Mgmt America — Schedule C compensation
- Copeland Capital Management, LLC — Schedule C compensation
- Wolf & Company, P.C. — Schedule C compensation
- Fidelity Institutional Asset — Schedule C compensation
- Panagora Asset Management, Inc. — Schedule C compensation