Copolymer Retirees Health And Life Insurance Plan — Form 5500 plan (Trustees Of Copolymer Retirees Trust)
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, Copolymer Retirees Health And Life Insurance Plan is a benefit plan reported by Trustees Of Copolymer Retirees Trust under EIN 20-4982669 and plan number 501. The latest loaded filing year is 2023. The filing reports 198 participants and $4,985,959 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Copolymer Retirees Trust
- EIN
- 20-4982669
- Plan number
- 501
- Plan type
- 2
- Location
- Baton Rouge, LA
- Latest filing year
- 2023
- Participants
- 198
- End-of-year plan assets
- $4,985,959
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 198 | H, C | 20250414144833NAL0003664194001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,985,959
- Total liabilities (EOY)
- $1,450
- Net assets (EOY)
- $4,984,509
- Net assets (BOY)
- $5,259,893
Income & contributions
- Participant contributions
- $671,743
- Total contributions
- $671,743
- Total income / additions
- $1,098,887
Expenses & distributions
- Benefits paid
- $962,731
- Administrative expenses
- $411,540
- Total expenses
- $1,374,271
- Net increase / (decrease)
- -$275,384
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Business Legacy Management, LLC | PLAN ADMINISTRATOR | $197,000 | not reported in the loaded dataset | 2023 |
| Lloyd J. Tabary, Ii Atty At Law | BENEFITS ADMINISTRATOR | $60,375 | not reported in the loaded dataset | 2023 |
| Ltd Consulting, LLC | ACCOUNTANT | $38,700 | not reported in the loaded dataset | 2023 |
| Hunter-Michael Invst. Advisors Inc. | INVESTMENT ADVISOR | $17,500 | not reported in the loaded dataset | 2023 |
| Bourgeois Bennett, LLC | AUDITOR | $17,000 | not reported in the loaded dataset | 2023 |
| Agincourt Capital Management, LLC | INVESTMENT MANAGER | $10,840 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Copolymer Retirees Trust
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in Baton Rouge, LA
- Business Legacy Management, LLC — Schedule C compensation
- Lloyd J. Tabary, Ii Atty At Law — Schedule C compensation
- Ltd Consulting, LLC — Schedule C compensation
- Hunter-Michael Invst. Advisors Inc. — Schedule C compensation
- Bourgeois Bennett, LLC — Schedule C compensation
- Agincourt Capital Management, LLC — Schedule C compensation