Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
COPELAND SCROLL COMPRESSORS LP
EIN 34-4210902ManufacturingLatest filing 2025
Plans
3
Retirement
2
$719.6M assets
Welfare
1
$3.6M premiums
Participants
11,186
8100 W. FLORISSANT AVE - SIDNEY, OH 45365314-553-5555
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $719.6M assets / 6,514 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
91%top
- THE VANGUARD GROUP, INC.91%
- (Not disclosed)9%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $3.6M premiums / 12,750 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$3.6M
- Life$3.4M
- Short-term disability$3.4M
- Long-term disability$3.4M
Carrier market share
Premium dollars by Schedule A carrier
95%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA95%
- CURALINC HEALTHCARE5%
Broker market share
Schedule A broker compensation
100%top
- LOCKTON COMPANIES, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
COPELAND EMPLOYEE SAVINGS INVESTMENT PLAN
401k
Assets$657.7M
Participants5,086
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#007
COPELAND CORPORATION RETIREMENT INCOME PLAN FOR EMPLOYEES IN COLLECTIVE BARGAINING UNIT
TraditionalDB
Assets$62.0M
Participants1,428
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
COPELAND LP HEALTH AND WELFARE PLAN
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$3.6M
Covered lives12,750
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | COPELAND EMPLOYEE SAVINGS INVESTMENT PLAN | 401k | $657.7M | 5,086 | 2025 | |
| 007 | COPELAND CORPORATION RETIREMENT INCOME PLAN FOR EMPLOYEES IN COLLECTIVE BARGAINING UNIT | TraditionalDB | $62.0M | 1,428 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | COPELAND LP HEALTH AND WELFARE PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $3.6M | 12,750 | 2024 |
Retirement plans
Welfare plans