The Cooper Companies, Inc. Retirement Income Plan — Form 5500 plan (The Cooper Companies, Inc.)
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, The Cooper Companies, Inc. Retirement Income Plan is a benefit plan reported by The Cooper Companies, Inc. under EIN 94-2657368 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,381 participants and $159,780,829 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Cooper Companies, Inc.
- EIN
- 94-2657368
- Plan number
- 001
- Plan type
- 2
- Location
- San Ramon, CA
- Latest filing year
- 2023
- Participants
- 3,381
- End-of-year plan assets
- $159,780,829
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,381 | H, C | 20241008161447NAL0017019569001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $159,780,829
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $159,780,829
- Net assets (BOY)
- $147,926,213
Income & contributions
- Employer contributions
- $385,000
- Total contributions
- $385,000
- Total income / additions
- $22,013,306
Expenses & distributions
- Benefits paid
- $9,949,325
- Administrative expenses
- $209,365
- Total expenses
- $10,158,690
- Net increase / (decrease)
- $11,854,616
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Columbia Contrarian Core Instl | SECURITIES BROKER | $98,011 | not reported in the loaded dataset | 2023 |
| Mfs | SECURITIES BROKER | $27,335 | not reported in the loaded dataset | 2023 |
| Allspring | SECURITIES BROKER | $19,281 | not reported in the loaded dataset | 2023 |
| Chartwell | SECURITIES BROKER | $19,150 | not reported in the loaded dataset | 2023 |
| Granite | SECURIIES BROKER | $17,504 | not reported in the loaded dataset | 2023 |
| Baird | SECURITIES BROKER | $17,342 | not reported in the loaded dataset | 2023 |
| Tcw | SECURITIES BROKER | $14,505 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Cooper Companies, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Ramon, CA
- Columbia Contrarian Core Instl — Schedule C compensation
- Mfs — Schedule C compensation
- Allspring — Schedule C compensation
- Chartwell — Schedule C compensation
- Granite — Schedule C compensation
- Baird — Schedule C compensation
- Tcw — Schedule C compensation