2023 Form 5500 filing — Copeland Corporation Retirement Income Plan For Employees In Collective Bargaining Unit
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 20250715122405NAL0001595203001) for Copeland Corporation Retirement Income Plan For Employees In Collective Bargaining Unit, reported by Copeland Scroll Compressors Lp under EIN 34-4210902 and plan number 007. It reports 1,510 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250715122405NAL0001595203001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Copeland Scroll Compressors Lp
- EIN
- 34-4210902
- Plan number
- 007
- Location
- Sydney, OH
- Participants
- 1,510
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $60,616,046
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $60,616,046
- Total income / additions
- $10,385,127
- Benefits paid
- $3,179,092
- Administrative expenses
- $523,363
- Total expenses
- $3,702,455
- Net increase / (decrease)
- $6,682,672
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northern Trust | NONE | $128,775 | not reported in the loaded dataset |
| Willis Towers Watson | NONE | $106,150 | not reported in the loaded dataset |
| Emerson | NONE | $83,542 | not reported in the loaded dataset |
| Captrust Advisors | NONE | $46,251 | not reported in the loaded dataset |
| Grant Thornton Llp | NONE | $10,000 | not reported in the loaded dataset |