Eau Claire Cooperative Center 403(B) Retirement Plan And Trust — Form 5500 plan (Eau Claire Cooperative Health Center)
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, Eau Claire Cooperative Center 403(B) Retirement Plan And Trust is a benefit plan reported by Eau Claire Cooperative Health Center under EIN 57-0965445 and plan number 001. The latest loaded filing year is 2023. The filing reports 649 participants and $9,590,527 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Eau Claire Cooperative Health Center
- EIN
- 57-0965445
- Plan number
- 001
- Plan type
- 2
- Location
- Columbia, SC
- Latest filing year
- 2023
- Participants
- 649
- End-of-year plan assets
- $9,590,527
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 649 | H, C | 20250430080912NAL0001659985001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,590,527
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,590,527
- Net assets (BOY)
- $7,161,432
Income & contributions
- Employer contributions
- $412,402
- Participant contributions
- $1,105,994
- Total contributions
- $1,655,770
- Total income / additions
- $2,950,954
Expenses & distributions
- Benefits paid
- $471,815
- Administrative expenses
- $50,044
- Total expenses
- $521,859
- Net increase / (decrease)
- $2,429,095
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | NONE | $37,956 | $0 | 2023 |
| Aprio Benefit Advisors LLC | NONE | $12,112 | not reported in the loaded dataset | 2023 |