Copeland Employee Savings Investment Plan — Form 5500 plan (Copeland, Lp)
Plain-English plan 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, Copeland Employee Savings Investment Plan is a benefit plan reported by Copeland, Lp under EIN 34-4210902 and plan number 001. The latest loaded filing year is 2023. The filing reports 0 participants and $451,039,441 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Copeland, Lp
- EIN
- 34-4210902
- Plan number
- 001
- Plan type
- 2
- Location
- St. Louis, MO
- Latest filing year
- 2023
- Participants
- 0
- End-of-year plan assets
- $451,039,441
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 0 | H, C | 20240710143149NAL0015050177001 |
| 2023 | 5,028 | H, C | 20250715135931NAL0003408304001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $569,885,259
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $569,885,259
- Net assets (BOY)
- $451,039,441
Income & contributions
- Employer contributions
- $30,752,189
- Participant contributions
- $30,782,250
- Total contributions
- $71,333,438
- Total income / additions
- $184,676,044
Expenses & distributions
- Benefits paid
- $65,522,377
- Administrative expenses
- $359,613
- Total expenses
- $65,884,881
- Net increase / (decrease)
- $118,791,163
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $326,340 | $0 | 2023 |
| The Vanguard Group, Inc. | NONE | $106,887 | $0 | 2023 |
| Captrust | NONE | $40,000 | not reported in the loaded dataset | 2023 |
| Newport | NONE | $10,000 | not reported in the loaded dataset | 2023 |
| Bryan Cave Leighton Paisner | NONE | $6,723 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Copeland, Lp
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in St. Louis, MO
- The Vanguard Group, Inc. — Schedule C compensation
- Captrust — Schedule C compensation
- Newport — Schedule C compensation
- Bryan Cave Leighton Paisner — Schedule C compensation