Retirement Plan For Salaried Employees Of Cotter Corporation — Form 5500 plan (Cotter Corporation)
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, Retirement Plan For Salaried Employees Of Cotter Corporation is a benefit plan reported by Cotter Corporation under EIN 85-0125530 and plan number 001. The latest loaded filing year is 2023. The filing reports 178 participants and $14,425,509 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cotter Corporation
- EIN
- 85-0125530
- Plan number
- 001
- Plan type
- 2
- Location
- Englewood, CO
- Latest filing year
- 2023
- Participants
- 178
- End-of-year plan assets
- $14,425,509
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 178 | H, C | 20241015103946NAL0029280865001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,425,509
- Total liabilities (EOY)
- $69,126
- Net assets (EOY)
- $14,356,383
- Net assets (BOY)
- $13,772,348
Income & contributions
- Employer contributions
- $450,000
- Total contributions
- $450,000
- Total income / additions
- $2,011,671
Expenses & distributions
- Benefits paid
- $1,274,169
- Administrative expenses
- $153,467
- Total expenses
- $1,427,636
- Net increase / (decrease)
- $584,035
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman | ACTUARIAL/ADMIN | $76,347 | not reported in the loaded dataset | 2023 |
| Captrust Advisors | INVESTMENT ADVISORS | $64,856 | not reported in the loaded dataset | 2023 |
| The Northern Trust Company | TRUSTEE/CUSTODIAN | $21,399 | not reported in the loaded dataset | 2023 |
| Causey Demgen & Moore Pc | ACCOUNTING | $14,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cotter Corporation
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Englewood, CO
- Milliman — Schedule C compensation
- Captrust Advisors — Schedule C compensation
- The Northern Trust Company — Schedule C compensation
- Causey Demgen & Moore Pc — Schedule C compensation