What public Form 5500 filings show about the Cooperative Banks Employees Retirement Association 401(k) plan — and how to find and check your own account.
Cooperative Banks Employees Retirement Association (EIN 04-6035593) reports CBERA PLAN A on its most recent Form 5500, with $813.5M in plan assets across 2,856 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Cooperative Banks Employees Retirement Association filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is T. Rowe Price, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Cooperative Banks Employees Retirement Association 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): AGILIS PARTNERS, WOLF & P C, NEPC, CBERA, MONDRIAN INVESTMENT GROUP, BLACKROCK INSTITUTIONAL TRUST CO.
