Plan5500

Cooper Realty Company Employee Benefit Plan — Form 5500 plan (Cooper Realty Company)

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 Realty Company Employee Benefit Plan is a benefit plan reported by Cooper Realty Company under EIN 62-0556886 and plan number 501. The latest loaded filing year is 2023. The filing reports 471 participants and $542,945 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cooper Realty Company
EIN
62-0556886
Plan number
501
Plan type
2
Location
Memphis, TN
Latest filing year
2023
Participants
471
End-of-year plan assets
$542,945

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023471H, C20250415135458NAL0003393617001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$542,945
Net assets (EOY)
$542,945
Net assets (BOY)
$25,247

Income & contributions

Employer contributions
$3,376,443
Participant contributions
$694,234
Total contributions
$4,321,333
Total income / additions
$4,321,333

Expenses & distributions

Benefits paid
$3,606,549
Administrative expenses
$197,086
Total expenses
$3,803,635
Net increase / (decrease)
$517,698

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Umr, Inc.CLAIMS PROCESSING$93,352$1702023
Healthsmart Benefit SolutionsTHIRD PARTY ADMINISTRATO$91,808$02023
Bart EhrenkranzBROKER$11,925not reported in the loaded dataset2023

Related Form 5500 pages