Copeland Capital Management, LLC — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Copeland Capital Management, LLC is reported as a service provider on 10 loaded Form 5500 filing(s) across 10 plan sponsor(s) and 10 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $1,852,871 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $1,852,871
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $1,852,871
- Filings
- 10
- Plan sponsors
- 10
- Plans
- 10
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Genentech, Inc. | CA | 1 | $957,347 |
| Caterpillar Inc. | TX | 1 | $348,253 |
| Caterpillar Inc. | TX | 1 | $268,314 |
| Ibew Local 269 Pension Fund | NJ | 1 | $78,915 |
| Cooperative Banks Employees Retirement Association | MA | 1 | $60,675 |
| Trustees Of National Roofing Industry Supplemental Pension Plan | MN | 1 | $46,457 |
| Harbor Capital Advisors, Inc. | IL | 1 | $40,265 |
| Institution For Savings In Newburyport | MA | 1 | $26,238 |
| Blank Rome Llp | PA | 1 | $20,651 |
| Adams Community Bank | MA | 1 | $5,756 |
State footprint
Plans reporting Copeland Capital Management, LLC are sponsored in MA (3), TX (2), CA (1), NJ (1), PA (1), MN (1), IL (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Genentech, Inc. | Roche U.S. Retirement Plans Master Trust | 2023 | $957,347 | not reported in the loaded dataset |
| Caterpillar Inc. | Caterpillar Inc. Investment Trust | 2023 | $348,253 | not reported in the loaded dataset |
| Caterpillar Inc. | Caterpillar Inc. Master Retirement Trust | 2023 | $268,314 | not reported in the loaded dataset |
| Ibew Local 269 Pension Fund | Ibew Local 269 Pension Plan | 2023 | $78,915 | not reported in the loaded dataset |
| Cooperative Banks Employees Retirement Association | Cbera Plan C | 2023 | $60,675 | not reported in the loaded dataset |
| Trustees Of National Roofing Industry Supplemental Pension Plan | National Roofing Industry Supplemental Pension Plan | 2023 | $46,457 | not reported in the loaded dataset |
| Harbor Capital Advisors, Inc. | Harbor Capital Group Trust For Defined Benefit Plans | 2023 | $40,265 | not reported in the loaded dataset |
| Institution For Savings In Newburyport | The Defined Benefit Plan Of The Institution For Savings In Newburyport | 2023 | $26,238 | not reported in the loaded dataset |
| Blank Rome Llp | Blank Rome Profit-Sharing Plan | 2023 | $20,651 | not reported in the loaded dataset |
| Adams Community Bank | The Defined Benefit Plan Of Adams Community Bank | 2023 | $5,756 | not reported in the loaded dataset |
Related Form 5500 pages
- Roche U.S. Retirement Plans Master Trust (plan 002)
- Genentech, Inc. — all reported plans
- Caterpillar Inc. Investment Trust (plan 032)
- Caterpillar Inc. — all reported plans
- Caterpillar Inc. Master Retirement Trust (plan 019)
- Caterpillar Inc. — all reported plans
- Ibew Local 269 Pension Plan (plan 001)
- Ibew Local 269 Pension Fund — all reported plans
- Cbera Plan C (plan 334)
- Cooperative Banks Employees Retirement Association — all reported plans
- National Roofing Industry Supplemental Pension Plan (plan 002)
- Trustees Of National Roofing Industry Supplemental Pension Plan — all reported plans
- Harbor Capital Group Trust For Defined Benefit Plans (plan 001)
- Harbor Capital Advisors, Inc. — all reported plans
- The Defined Benefit Plan Of The Institution For Savings In Newburyport (plan 001)
- Institution For Savings In Newburyport — all reported plans
- Blank Rome Profit-Sharing Plan (plan 001)
- Blank Rome Llp — all reported plans
- The Defined Benefit Plan Of Adams Community Bank (plan 001)
- Adams Community Bank — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources