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Original filing (PDF)20250725113457NAL0006578401001

COOPER CARRY INC

Form 5500
FILING_RECEIVED
COOPER CARRY INC WELFARE BENEFIT PLAN
Health & welfare plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
287
Accounts w/ balance
Plan assets (EOY)
Net assets (EOY)
Plan health score (directional)
75
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
  • No independent qualified public accountant (IQPA) named.
  • No recordkeeper disclosed on Schedule C.
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COOPER CARRY INC.
Plan sponsor
Name
COOPER CARRY INC
EIN
58-0863313
Address
191 PEACHTREE STREET NE · SUITE 2400 · ATLANTA, GA · 303031770
Phone
(404) 237-2000
Industry
Professional & Technical Servicessee all
Plan administrator
Name
COOPER CARRY INC
EIN
58-0863313
City
ATLANTA, GA
Phone
(404) 237-2000
Plan characteristics
Plan number
502
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-25
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4H · Long-Term Disability
4Q · Other
Audit & trust (Schedule H)
Auditor
Trustee / custodian
Trustee phone

Service providers (Schedule C)

3 rows
Broker
1
NameEINLocationRelationDirect compIndirect comp
MCGRIFF INSURANCE SERVICES LLCCHARLOTTE, NCBROKER$6K
Other
2
NameEINLocationRelationDirect compIndirect comp
UNUM LIFE INSURANCE CO OF AMERICA01-0278678CLAIMS ADMIN$13K
CIGNA HEALTH AND LIFE INSURANCE CO59-1031071CLAIMS ADMIN$8K

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.

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