Cooper Health System, Inc. Defined Contribution Retirement Plan — Form 5500 plan (The Cooper Health System)

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, Cooper Health System, Inc. Defined Contribution Retirement Plan is a benefit plan reported by The Cooper Health System under EIN 21-0634462 and plan number 002. The latest loaded filing year is 2023. The filing reports 16,378 participants and $303,789,152 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Cooper Health System
EIN
21-0634462
Plan number
002
Plan type
2
Location
Camden, NJ
Latest filing year
2023
Participants
16,378
End-of-year plan assets
$303,789,152

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202316,378H, C20250228150520NAL0001276177001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$303,789,152
Total liabilities (EOY)
$0
Net assets (EOY)
$303,789,152
Net assets (BOY)
$248,729,825

Income & contributions

Employer contributions
$21,817,586
Total contributions
$21,881,570
Total income / additions
$68,598,741

Expenses & distributions

Benefits paid
$13,358,730
Administrative expenses
$170,593
Total expenses
$13,539,414
Net increase / (decrease)
$55,059,327

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalNONE$119,995$02023
Newport Capital GroupNONE$50,757not reported in the loaded dataset2023

Related Form 5500 pages