Cooperative Savings Plan — Form 5500 plan (Cooperative Pension / Savings Board)
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, Cooperative Savings Plan is a benefit plan reported by Cooperative Pension / Savings Board under EIN 31-1257147 and plan number 335. The latest loaded filing year is 2023. The filing reports 5,905 participants and $417,062,537 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cooperative Pension / Savings Board
- EIN
- 31-1257147
- Plan number
- 335
- Plan type
- 3
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- 5,905
- End-of-year plan assets
- $417,062,537
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,905 | H, C | 20240723043956NAL0023481522001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $417,062,537
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $417,062,537
- Net assets (BOY)
- $356,681,292
Income & contributions
- Employer contributions
- $13,684,207
- Participant contributions
- $20,406,969
- Total contributions
- $35,928,372
- Total income / additions
- $98,108,386
Expenses & distributions
- Benefits paid
- $36,814,941
- Administrative expenses
- $859,090
- Total expenses
- $37,727,141
- Net increase / (decrease)
- $60,381,245
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nyhart | NONE | $399,303 | not reported in the loaded dataset | 2023 |
| Baker & Hostetler, Llp | NONE | $157,804 | not reported in the loaded dataset | 2023 |
| Oxford Financial Group, Ltd | NONE | $148,876 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $122,993 | not reported in the loaded dataset | 2023 |
| Forvis, Llp | NONE | $20,895 | not reported in the loaded dataset | 2023 |
| Marsh Usa, Inc. | NONE | $9,219 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cooperative Pension / Savings Board
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Indianapolis, IN
- Nyhart — Schedule C compensation
- Baker & Hostetler, Llp — Schedule C compensation
- Oxford Financial Group, Ltd — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Forvis, Llp — Schedule C compensation
- Marsh Usa, Inc. — Schedule C compensation