2023 Form 5500 filing — Copeland Employee Savings Investment Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240710143149NAL0015050177001) for Copeland Employee Savings Investment Plan, reported by Copeland, Lp under EIN 34-4210902 and plan number 001. It reports 0 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240710143149NAL0015050177001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Copeland, Lp
- EIN
- 34-4210902
- Plan number
- 001
- Location
- St. Louis, MO
- Participants
- 0
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $569,885,259
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $569,885,259
- Employer contributions
- $30,752,189
- Participant contributions
- $30,782,250
- Total income / additions
- $184,676,044
- Benefits paid
- $65,522,377
- Administrative expenses
- $359,613
- Total expenses
- $65,884,881
- Net increase / (decrease)
- $118,791,163
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $326,340 | $0 |
| The Vanguard Group, Inc. | NONE | $106,887 | $0 |
| Captrust | NONE | $40,000 | not reported in the loaded dataset |
| Newport | NONE | $10,000 | not reported in the loaded dataset |
| Bryan Cave Leighton Paisner | NONE | $6,723 | not reported in the loaded dataset |