How big is Cooper University Hospital Cape Regional's plan?

Cooper University Hospital Cape Regional's plan reported $108.6M in assets and 1,093 participants for 2024.

Original filing (PDF)20251015192517NAL0002918563002

Cooper University Hospital Cape Regional

Name: Cooper University Hospital Cape Regional — Form 5500 Plan 010 (2024)
Creator: Cooper University Hospital Cape Regional
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Cape Regional Medical Center Defined Contribution Retirement Plan

403(b) retirement plan · Cooper University Hospital Cape Regional's Cape Regional Medical Center Defined Contribution Retirement Plan held $108.6M in plan assets for 1,093 participants in 2024, with Transamerica as recordkeeper.

Signals · 3

Non-clean audit opinion10% employer stockCorrective distributions issued

Active participants

1,093

Accounts w/ balance

1,425

Plan assets (EOY)

$108.6M

Net assets (EOY)

$108.6M

People on this filing

Byron Hunter signed Cooper University Hospital Cape Regional's 2024 Form 5500 as plan administrator.

Byron Hunter — 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

Cooper University Hospital Cape Regional's EIN is 21-0662542.

EIN 21-0662542

Plan number 010

Plan year 2024

ACK ID 20251015192517NAL0002918563002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cooper University Hospital Cape Regional from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cooper University Hospital Cape Regional's plan includes profit-sharing, ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 COOPER UNIVERSITY HOSPITAL CAPE REGIONAL.

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How this plan invests

This plan

27 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

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

Corrective distributions issued (likely failed ADP/ACP testing).
Auditor issued a qualified / adverse / disclaimer opinion.

Plan sponsor

Name

COOPER UNIVERSITY HOSPITAL CAPE REGIONAL

EIN

all filings

Address

2 STONE HARBOR BLVD · CAPE MAY COURT HOUSE, NJ · 08210

Phone

(609) 463-2175

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

010

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA RETIREMENT SOLUTIONS	13-3689044	—	RECORDKEEPER	$161K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
UBS FINANCIAL SERVICES INC.	13-2638166	—	CONSULTANT	$88K	—

Investments

27 direct securities· $106.6M(98% of reported assets)

Mutual Funds

$51.6M

14 holdings

Other securities

$22.8M

8 holdings

Common Collective Trusts

$21.0M

2 holdings

Common Stocks

$11.1M

3 holdings

					% of plan
Fidelity 500 Index Mutual Fund	Common Collective Trusts	—	—	$18.9M	17.4%
AB Lg Cap Gr Z Mutual Fund	Other securities	—	—	$10.5M	9.6%
Vanguard Balanced Index Instl Mutual Fund	Mutual Funds	—	—	$7.9M	7.3%
Vanguard Target Retrmnt 2030 Mutual Fund	Mutual Funds	—	—	$7.9M	7.2%
Columbia Dividend Inc Inst3 Mutual Fund	Common Stocks	—	—	$6.5M	6.0%
Vanguard Target Retrmnt 2040 Mutual Fund	Mutual Funds	—	—	$5.6M	5.1%
Vanguard Target Retrmnt 2020 Mutual Fund	Mutual Funds	—	—	$5.5M	5.1%
Vanguard Target Retrmnt 2050 Mutual Fund	Mutual Funds	—	—	$5.2M	4.8%
Vanguard Federal Money Market Mutual Fund	Mutual Funds	—	—	$4.8M	4.4%
New York Life Guaranteed Interest Account Insurance Company/General Account	Common Stocks	—	—	$4.2M	3.9%
American Funds EuroPacific Gr R6 Mutual Fund	Mutual Funds	—	—	$3.5M	3.2%
Loomis Sayles Core Plus Bd N Mutual Fund	Other securities	—	—	$3.5M	3.2%
Principal MidCap R6 Mutual Fund	Other securities	—	—	$2.9M	2.7%
Vanguard Target Retrmnt 2060 Mutual Fund	Mutual Funds	—	—	$2.7M	2.5%
Fidelity US Bd Index Mutual Fund	Mutual Funds	—	—	$2.2M	2.0%
Fidelity Inflation-Prot Bd Idx Mutual Fund	Common Collective Trusts	—	—	$2.1M	1.9%
Janus Henderson Enterprise N Mutual Fund	Mutual Funds	—	—	$2.0M	1.9%
Macquarie Small Cap Val R6 Mutual Fund	Other securities	—	—	$2.0M	1.8%
Fidelity Total Intl Index Mutual Fund	Mutual Funds	—	—	$1.6M	1.5%
JPMorgan Small Cap Eq R6 Mutual Fund	Other securities	—	—	$1.5M	1.4%
American Funds New World R6 Mutual Fund	Mutual Funds	—	—	$1.4M	1.3%
JPMorgan Mid Cap Val R6 Mutual Fund	Other securities	—	—	$1.2M	1.1%
Vanguard Target Retrmnt Inc Mutual Fund	Mutual Funds	—	—	$719K	0.7%
Federated Hermes Kaufmann Sm cp R6 Mutual Fund	Other securities	—	—	$640K	0.6%
Notes receivable from participants maturities between 2025-2029	Other securities	—	—	$615K	0.6%
MFS Glbl Real Estate R6 Mutual Fund	Mutual Funds	—	—	$555K	0.5%
Transamerica Financial Life Ins. Co. Insurance Company/General Account	Common Stocks	—	—	$378K	0.3%