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RETIREMENT PLAN OF THE COOPER INSTITUTE 401k Plan overview

Plan NameRETIREMENT PLAN OF THE COOPER INSTITUTE
Plan identification number 001

RETIREMENT PLAN OF THE COOPER INSTITUTE Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE COOPER INSTITUTE has sponsored the creation of one or more 401k plans.

Company Name:THE COOPER INSTITUTE
Employer identification number (EIN):237075529
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about THE COOPER INSTITUTE

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1970-06-22
Company Identification Number: 0027739301
Legal Registered Office Address: 12330 PRESTON RD

DALLAS
United States of America (USA)
75230

More information about THE COOPER INSTITUTE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN OF THE COOPER INSTITUTE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01BETH WRIGHT2023-09-21
0012021-01-01BETH WRIGHT2022-10-12 BETH WRIGHT2022-10-12
0012020-01-01BECKY MATTHEWS2021-06-02
0012020-01-01BECKY MATTHEWS2021-09-23 BECKY MATTHEWS2021-09-23
0012020-01-01BECKY MATTHEWS2021-09-23 BECKY MATTHEWS2021-09-23
0012019-01-01BECKY MATTHEWS2020-08-12 BECKY MATTHEWS2020-08-12
0012018-01-01BECKY MATTHEWS2019-05-29 BECKY MATTHEWS2019-05-29
0012017-01-01BECKY MATTHEWS2018-06-26 BECKY MATTHEWS2018-06-26
0012016-01-01BECKY MATTHEWS2017-05-03 BECKY MATTHEWS2017-05-03
0012015-01-01BECKY MATTHEWS2016-06-08 BECKY MATTHEWS2016-06-08
0012014-01-01BECKY MATTHEWS2015-06-10
0012013-01-01JANE ANN LAYTON2014-06-12
0012012-01-01JANE ANN LAYTON2013-05-28
0012011-01-01JANE ANN LAYTON2012-05-30
0012010-01-01JANE ANN LAYTON2011-06-14

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