Back to filter
Original filing (PDF)20250415135458NAL0003393617001
COOPER REALTY COMPANY
Form 5500
FILING_RECEIVED
COOPER REALTY COMPANY EMPLOYEE BENEFIT PLAN
Health & welfare plan
Signals · 2
~3630 bps in Sched C feesNo recordkeeper disclosed
Active participants
471
Accounts w/ balance
—
Plan assets (EOY)
$543K
Net assets (EOY)
$543K
Plan health score (directional)
84
/ 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
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 3630 bps in Schedule C fees — 2197% above peer band of 158 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COOPER REALTY COMPANY.
Plan sponsor
Name
COOPER REALTY COMPANY
EIN
62-0556886
Address
1661 AARON BRENNER DRIVE, SUITE 200 · MEMPHIS, TN · 38120
Phone
(901) 725-9631
Industry
Accommodation & Food Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-15
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4H · Long-Term Disability
Audit & trust (Schedule H)
Auditor
WATKINS UIBERALL, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsBroker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BART EHRENKRANZ | 04-5380583 | MEMPHIS, TN | BROKER | $12K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HEALTHSMART BENEFIT SOLUTIONS | 72-2960859 | — | THIRD PARTY ADMINISTRATO | $92K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UMR, INC. | 39-1995276 | — | CLAIMS PROCESSING | $93K | — |
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.