Copic Insurance Company Flexible Benefit Plan — 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 Insurance Company Flexible Benefit Plan is a benefit plan reported by Copic Trust under EIN 84-6170618 and plan number 502. The latest loaded filing year is 2023. The filing reports 127 participants and not reported in the loaded dataset in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)Not reported
Participants127Covered participants reported
Assets / participantNot reported
Provider compensation$1M3 Schedule C provider row(s)$1,035,473
Plan sponsor
Copic Trust
EIN
84-6170618
Plan number
502
Plan type
2
Location
Denver, CO
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023127C20241015171819NAL0058916034001

Reported financial statement

This plan is loaded, but Schedule H / I financial-statement detail is not present for it in the current loaded dataset.

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Optum Rx IncPHARMACY BENEFIT MANAGEME$819,362$1,1812023
Umr Inc.CLAIMS PROCESSING$148,378$7262023
Copic Insurance CompanyBROKER$65,826$02023

Related Form 5500 pages