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).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$67.6MReported net assets$67,580,074
Participants227
Provider compensation$163.4K3 Schedule C row(s)$163,386
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241010152527NAL0010188739001
- Plan sponsor
- Copic Trust
- EIN
- 84-6170618
- Plan number
- 001
- Location
- Denver, CO
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$67.6M total assets
Net assets$67.6MLiabilities—
Full reported line items
- 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
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 |