Cumberland Cooperage Retirement Plan — Form 5500 plan (Cumerland Cooperage LLC)

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, Cumberland Cooperage Retirement Plan is a benefit plan reported by Cumerland Cooperage LLC under EIN 61-1232118 and plan number 004. The latest loaded filing year is 2023. The filing reports 459 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$0Plan net assets, end of year
Participants459Covered participants reported
Assets / participant$0Computed: assets ÷ participants$0 (computed)
Provider compensation$1182 Schedule C provider row(s)
Plan sponsor
Cumerland Cooperage LLC
EIN
61-1232118
Plan number
004
Plan type
2
Location
East Bernstadt, KY
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    459 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Money in vs. money out
Total income / additions$26.6K
Total expenses$18.2K
Benefits paid / distributions$18.1K
Full reported line items

Net assets

Total assets (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$2,697,728

Income & contributions

Total income / additions
$26,631

Expenses & distributions

Benefits paid
$18,082
Administrative expenses
$118
Total expenses
$18,200
Net increase / (decrease)
$8,431
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Benefits paid ÷ total income68%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    RECORD KEEPER · Direct $118 · Indirect $0
  2. 2
    SECURITIES BROKER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Cumberland Cooperage Retirement Plan?
Cumberland Cooperage Retirement Plan is reported as sponsored by Cumerland Cooperage LLC (EIN 61-1232118, plan number 004) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Cumberland Cooperage Retirement Plan?
The latest Form 5500 filing year loaded for Cumberland Cooperage Retirement Plan is 2023.
How many participants does Cumberland Cooperage Retirement Plan report?
Cumberland Cooperage Retirement Plan reports 459 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Cumberland Cooperage Retirement Plan?
Cumberland Cooperage Retirement Plan reports $0 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages