Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
COPELAND, LP
EIN 34-4210902ManufacturingLatest filing 2024
Plans
3
Retirement
2
$630.8M assets
Welfare
1
$3.6M premiums
Participants
11,061
8100 W. FLORISSANT AVE - ST. LOUIS, MO 63136314-553-5555
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $630.8M assets / 6,389 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
90%top
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$570.2M
Participants4,942
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$60.6M
Participants1,447
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 | $570.2M | 4,942 | 2024 | |
| 007 | COPELAND CORPORATION RETIREMENT INCOME PLAN FOR EMPLOYEES IN COLLECTIVE BARGAINING UNIT | TraditionalDB | $60.6M | 1,447 | 2024 |
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