Copic Companies Defined Benefit Pension Plan And Trust — Form 5500 plan (Copic Trust)
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, Copic Companies Defined Benefit Pension Plan And Trust is a benefit plan reported by Copic Trust under EIN 84-6170618 and plan number 001. The latest loaded filing year is 2023. The filing reports 227 participants and $67,580,074 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$67.6MPlan net assets, end of year$67,580,074
Participants227Covered participants reported
Assets / participant$297.7KComputed: assets ÷ participants$297,710 (computed)
Provider compensation$163.4K3 Schedule C provider row(s)$163,386
- Plan sponsor
- Copic Trust
- EIN
- 84-6170618
- Plan number
- 001
- Plan type
- 2
- Location
- Denver, CO
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 227 | H, C | 20241010152527NAL0010188739001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$67.6M total assets
Net assets$67.6MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $67,580,074
- Net assets (EOY)
- $67,580,074
- Net assets (BOY)
- $60,780,626
Income & contributions
- Total income / additions
- $8,683,464
Expenses & distributions
- Benefits paid
- $1,656,238
- Administrative expenses
- $227,778
- Total expenses
- $1,884,016
- Net increase / (decrease)
- $6,799,448
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income19%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney LLC | NONE | $163,386 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Private Bank | NONE | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| Morgan Stanley Bank N.A. | NONE | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |