Plan5500

Copeland Corporation Retirement Income Plan For Employees In Collective Bargaining Unit — Form 5500 plan (Copeland Scroll Compressors 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 Corporation Retirement Income Plan For Employees In Collective Bargaining Unit is a benefit plan reported by Copeland Scroll Compressors Lp under EIN 34-4210902 and plan number 007. The latest loaded filing year is 2023. The filing reports 1,510 participants and $60,616,046 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Copeland Scroll Compressors Lp
EIN
34-4210902
Plan number
007
Plan type
2
Location
Sydney, OH
Latest filing year
2023
Participants
1,510
End-of-year plan assets
$60,616,046

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,510H, C20250715122405NAL0001595203001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$60,616,046
Total liabilities (EOY)
$0
Net assets (EOY)
$60,616,046
Net assets (BOY)
$53,933,374

Income & contributions

Total contributions
$0
Total income / additions
$10,385,127

Expenses & distributions

Benefits paid
$3,179,092
Administrative expenses
$523,363
Total expenses
$3,702,455
Net increase / (decrease)
$6,682,672

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Northern TrustNONE$128,775not reported in the loaded dataset2023
Willis Towers WatsonNONE$106,150not reported in the loaded dataset2023
EmersonNONE$83,542not reported in the loaded dataset2023
Captrust AdvisorsNONE$46,251not reported in the loaded dataset2023
Grant Thornton LlpNONE$10,000not reported in the loaded dataset2023

Related Form 5500 pages