How big is Cooperative for Human Services' plan?

Cooperative for Human Services' plan reported $5.5M in assets and 506 participants for 2023.

Original filing (PDF)20250415151036NAL0003506081001

Cooperative for Human Services

Name: Cooperative for Human Services — 403(b) Thrift Plan, Form 5500 (2023)
Creator: Cooperative for Human Services
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

403(b) Thrift Plan for Employees of Cooperative for Human Services, Inc.

401(k) retirement plan · Cooperative for Human Services' 403(b) Thrift Plan for Employees of Cooperative for Human Services, Inc. held $5.5M in plan assets for 506 participants in 2023.

Signals · 1

Late participant contributions

Active participants

506

Accounts w/ balance

520

Plan assets (EOY)

$5.5M

Net assets (EOY)

$5.5M

People on this filing

Michael Hogan signed Cooperative for Human Services' 2023 Form 5500 as plan administrator.

Michael Hogan — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Cooperative for Human Services' EIN is 04-2737089.

EIN 04-2737089

Plan number 001

Plan year 2023

ACK ID 20250415151036NAL0003506081001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Cooperative for Human Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Cooperative for Human Services' plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COOPERATIVE FOR HUMAN SERVICES.

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How this plan invests

This plan

1 pooled trust

Schedule D

29 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 180K (17% of contributions).

Plan sponsor

Name

COOPERATIVE FOR HUMAN SERVICES

EIN

all filings

Address

24 HARTWELL AVENUE, BUILDING A, · LEXINGTON, MA · 02421

Phone

(781) 538-4626

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-15

Pension benefit codes

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

AAFCPAS, INC.

Trustee / custodian

Service providers (Schedule C)

1 rows

Insurance

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA INVESTMENT CORP	—	NEW YORK, NY	INSURANCE CARRIER	$7K	—

Investments

29 direct securities · 1 pooled fund· $10.4M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Pooled Separate Account

$4.9M

1 holding

Pooled Separate Accounts

$3.7M

26 holdings

Other

$1.2M

1 holding

Stable Value

$499K

1 holding

Other securities

$48K

1 holding

					% of plan
SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 001	Pooled Separate Account	—	—	$4.9M	90.0%
[Assets held in pooled separate account]	Other	—	—	$1.2M	21.9%
Mutual of America Clear Passage 2035 Fund Separate Account	Pooled Separate Accounts	—	—	$918K	16.8%
Mutual of America Clear Passage 2045 Fund Separate Account	Pooled Separate Accounts	—	—	$515K	9.4%
Mutual of America Interest Accumulation Account Guaranteed Investment Contract	Stable Value	—	—	$499K	9.1%
Mutual of America Clear Passage 2050 Fund Separate Account	Pooled Separate Accounts	—	—	$465K	8.5%
Mutual of America Clear Passage 2025 Fund Separate Account	Pooled Separate Accounts	—	—	$332K	6.1%
Mutual of America Clear Passage 2040 Fund Separate Account	Pooled Separate Accounts	—	—	$288K	5.3%
Mutual of America Clear Passage 2055 Fund Separate Account	Pooled Separate Accounts	—	—	$220K	4.0%
T. Rowe Price Blue Chip Growth Portfolio Separate Account	Pooled Separate Accounts	—	—	$149K	2.7%
Mutual of America Retirement Income Fund Separate Account	Pooled Separate Accounts	—	—	$140K	2.6%
Mutual of America Clear Passage 2060 Fund Separate Account	Pooled Separate Accounts	—	—	$118K	2.2%
Mutual of America Mid Cap Equity Index Fund Separate Account	Pooled Separate Accounts	—	—	$110K	2.0%
American Century Investments VP Capital Appreciation Fund Separate Account	Pooled Separate Accounts	—	—	$104K	1.9%
Mutual of America Clear Passage 2020 Fund Separate Account	Pooled Separate Accounts	—	—	$99K	1.8%
Mutual of America Small Cap Growth Fund Separate Account	Pooled Separate Accounts	—	—	$89K	1.6%
Mutual of America Moderate Allocation Fund Separate Account	Pooled Separate Accounts	—	—	$76K	1.4%
maturing through May 2028 -	Other securities	—	—	$48K	0.9%
Vanguard VIF Diversified Value Portfolio Separate Account	Pooled Separate Accounts	—	—	$30K	0.6%
Mutual of America Equity Index Fund Separate Account	Pooled Separate Accounts	—	—	$28K	0.5%
Mutual of America International Fund Separate Account	Pooled Separate Accounts	—	—	$7K	0.1%
Vanguard VIF Real Estate Index Portfolio Separate Account	Pooled Separate Accounts	—	—	$6K	0.1%
Mutual of America Clear Passage 2065 Fund Separate Account	Pooled Separate Accounts	—	—	$6K	0.1%
Mutual of America Aggressive Allocation Fund Separate Account	Pooled Separate Accounts	—	—	$5K	<0.1%
DWS Capital Growth VIP Separate Account	Pooled Separate Accounts	—	—	$5K	<0.1%
Calvert VP SRI Balanced Portfolio Separate Account	Pooled Separate Accounts	—	—	$3K	<0.1%
Vanguard VIF International Portfolio Separate Account	Pooled Separate Accounts	—	—	$2K	<0.1%
Mutual of America Small Cap Equity Index Fund Separate Account	Pooled Separate Accounts	—	—	$1K	<0.1%
Mutual of America Clear Passage 2015 Fund Separate Account	Pooled Separate Accounts	—	—	$1K	<0.1%
Vanguard VIF Total Bond Market Index Portfolio Separate Account	Pooled Separate Accounts	—	—	$1K	<0.1%