2023 Form 5500 filing — Copic Companies Defined Benefit Pension Plan And Trust
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 20241010152527NAL0010188739001) for Copic Companies Defined Benefit Pension Plan And Trust, reported by Copic Trust under EIN 84-6170618 and plan number 001. It reports 227 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010152527NAL0010188739001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Copic Trust
- EIN
- 84-6170618
- Plan number
- 001
- Location
- Denver, CO
- Participants
- 227
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $67,580,074
- Net assets (EOY)
- $67,580,074
- Total income / additions
- $8,683,464
- Benefits paid
- $1,656,238
- Administrative expenses
- $227,778
- Total expenses
- $1,884,016
- Net increase / (decrease)
- $6,799,448
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | NONE | $163,386 | not reported in the loaded dataset |
| Morgan Stanley Private Bank | NONE | not reported in the loaded dataset | not reported in the loaded dataset |
| Morgan Stanley Bank N.A. | NONE | not reported in the loaded dataset | not reported in the loaded dataset |