Original filing (PDF)20250715122405NAL0001595203001

COPELAND SCROLL COMPRESSORS LP

Name: COPELAND SCROLL COMPRESSORS LP — COPELAND CORPORATION RETIREMENT INCOME PLAN FOR EMPLOYEES IN COLLECTIVE BARGAINING UNIT, Form 5500 (2023)
Creator: COPELAND SCROLL COMPRESSORS LP

Form 5500

FILING_RECEIVED

COPELAND CORPORATION RETIREMENT INCOME PLAN FOR EMPLOYEES IN COLLECTIVE BARGAINING UNIT

Defined-benefit pension plan

Signals · 1

58% in single holding

Active participants

366

Accounts w/ balance

—

Plan assets (EOY)

$60.6M

Net assets (EOY)

$60.6M

How this plan invests

This plan

2 pooled trusts

Schedule D

159 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 80% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

Plan health

n/a

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (8th percentile).

Helping the score

Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COPELAND SCROLL COMPRESSORS LP.

Plan sponsor

Name

COPELAND SCROLL COMPRESSORS LP

EIN

34-4210902all filings

Address

COPELAND SCROLL COMPRESSORS LP · 1675 WEST CAMPBELL ROAD · SYDNEY, OH · 45365

Phone

(937) 498-3688

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

007

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-07-15

Pension benefit codes

1B · Flat-dollar DB formula

Audit & trust (Schedule H)

Auditor

GRANT THORNTON LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

5 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPTRUST ADVISORS	26-0058143	—	NONE	$46K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
GRANT THORNTON LLP	36-6055558	—	NONE	$10K	—

Investments

159 direct securities · 2 pooled funds· $62.2M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Common Collective Trust

$37.8M

2 holdings

Bonds / Notes

$13.1M

112 holdings

U.S. Treasuries

$5.0M

23 holdings

Other securities

$3.3M

2 holdings

Structured Credit (CLO/ABS)

$2.6M

18 holdings

Common Stocks

$312K

3 holdings

Common Collective Trusts

$92K

1 holding

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Northern Trust$947K Wells Fargo / Allspring$331K JPMorgan$248K Goldman Sachs$235K MetLife$90K Prudential / PGIM$79K Morgan Stanley$68K

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MFO GREAT GRAY COLLECTIVE DB GROWTH GREAT GRAY TRUST CO · EIN 82-0737797 / PN 187	Common Collective Trust	—	—	$36.8M	60.8%
Date	Other securities	—	—	$3.2M	5.2%
NT COLLECTIVE SHORT TERM INVT FD NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 084	Common Collective Trust	—	—	$947K	1.6%
UTD STATES TREAS ZERO CPN 0% DUE 05-15-2054 Government bonds	U.S. Treasuries	—	—	$840K	1.4%
UTD STATES TREAS ZERO CPN 0% DUE 02-15-2047 Government bonds	U.S. Treasuries	—	—	$400K	0.7%
UTD STATES TREAS ZERO CPN 0% DUE 02-15-2044 Government bonds	U.S. Treasuries	—	—	$365K	0.6%
UNITED STATES TREAS SEC STRIPPED INT PMTINT PMT 02-15-2045 (UNDDATE) REG Government bonds	U.S. Treasuries	—	—	$361K	0.6%
APPLE INC 4.375% DUE 05-13-2045 Corporate bonds	Bonds / Notes	—	—	$307K	0.5%
UNITED STATES TREAS SEC STRIP 02-15-2046 Government bonds	U.S. Treasuries	—	—	$295K	0.5%
UNITED STATES OF AMER TREAS BONDS 4.5% 02-15-2044 Government bonds	U.S. Treasuries	—	—	$271K	0.4%
UNITED STATES OF AMER TREAS NOTES 4.375% 05-15-2034 Government bonds	U.S. Treasuries	—	—	$262K	0.4%
BANK OF AMERICA CORPORATION 2.087% 06-14-2029 Corporate bonds	Bonds / Notes	—	—	$259K	0.4%
SANTANDER DR AUTO 6.43% DUE 02-18-2031 Other	Bonds / Notes	—	—	$251K	0.4%
PVTPL DRYDEN SENIOR LOAN FUND SER 22-113A CL A1R FLTG 10-20-2035 Other	Structured Credit (CLO/ABS)	—	—	$250K	0.4%
PVTPL CMO SFAVE COML MTG CTF CL A-2B VAR RT DUE 01-05-2043 Other	Structured Credit (CLO/ABS)	—	—	$246K	0.4%
UNITED STATES TREAS SEC STRIP DISC NT 02-15-2049 Government bonds	U.S. Treasuries	—	—	$241K	0.4%
WELLS FARGO & CO NEW MEDIUM TERM SR NTS TRANCHE # TR 00155 4.3% DUE 07-22-2027 Corporate bonds	Bonds / Notes	—	—	$236K	0.4%
GOLDMAN SACHS GROUP INC 1.992% DUE 01-27-2032 REG Corporate bonds	Bonds / Notes	—	—	$235K	0.4%
UNITEDHEALTH GROUP 4.625% DUE 07-15-2035 Corporate bonds	Bonds / Notes	—	—	$233K	0.4%
COMCAST CORP NEW 4.25% DUE 01-15-2033 Corporate bonds	Bonds / Notes	—	—	$231K	0.4%
UNITED STATES TREAS SEC STRIP 0% STRIP 02-15-2048 Government bonds	U.S. Treasuries	—	—	$231K	0.4%
PVTPL CPS AUTO TRUST SER 24-A CL C 5.74% 04-15-2030 Other	Structured Credit (CLO/ABS)	—	—	$214K	0.4%
MFRS & TRADERS TR CO BK 3.4% 08-17-2027 Corporate bonds	Bonds / Notes	—	—	$209K	0.3%
SUMITOMO MITSUI FINL GROUP INC 5.52% 01-13-2028 Corporate bonds	Bonds / Notes	—	—	$207K	0.3%
SANTANDER DR AUTO FIXED 3.76% DUE 07-16-2029 Other	Bonds / Notes	—	—	$203K	0.3%
UNITED STATES OF AMER TREAS STRIP 0%02-15-2053 Government bonds	U.S. Treasuries	—	—	$202K	0.3%
AMEREN ILL CO 3.7% 12-01-2047 Corporate bonds	Bonds / Notes	—	—	$200K	0.3%
BREAN AST BACKED 4.5% DUE 03-25-2078 Other	Bonds / Notes	—	—	$191K	0.3%
AMERICAN TOWER CORP 2.75% DUE 01-15-2027 Corporate bonds	Bonds / Notes	—	—	$188K	0.3%
UTD STATES TREAS ZERO CPN 0% DUE 02-15-2043 Government bonds	U.S. Treasuries	—	—	$187K	0.3%
ANTHEM INC NT 4.1% 05-15-2032 Corporate bonds	Bonds / Notes	—	—	$185K	0.3%
PVTPL BNP PARIBAS 3.052% 01-13-2031 Corporate bonds	Structured Credit (CLO/ABS)	—	—	$185K	0.3%
ANHEUSER BUSCH INBEV WORLDWIDE INC 5.45% 01-23-2039 Corporate bonds	Bonds / Notes	—	—	$182K	0.3%
PVTPL CPS AUTO RECEIVABLES TR 2023-C NT CL D 144A 6.77% DUE 10-15-2029 BEO Other	Structured Credit (CLO/ABS)	—	—	$181K	0.3%
AT&T INC 4.35% DUE 03-01-2029 Corporate bonds	Bonds / Notes	—	—	$181K	0.3%
UTD STATES TREAS SEC STRIPPED INT GENERIC TINT PMT 0% 02-15-2050 Government bonds	U.S. Treasuries	—	—	$181K	0.3%
AMAZON COM INC 2.5% DUE 06-03-2050 Corporate bonds	Bonds / Notes	—	—	$178K	0.3%
UNITED STATES OF AMER TREAS STRIP 0% 08-15-2053 Government bonds	U.S. Treasuries	—	—	$175K	0.3%
REYNOLDS AMERN INC FIXED 4.45% DUE 06-12-2025 Corporate bonds	Bonds / Notes	—	—	$174K	0.3%
NATIONAL RURAL UTILS COOP FIN CORP 3.9% DUE 11-01-2028 REG Corporate bonds	Bonds / Notes	—	—	$173K	0.3%
PNC BK N A PITTSBURGH PA MEDIUM TERM SUB4.05% DUE 07-26-2028 Corporate bonds	Bonds / Notes	—	—	$169K	0.3%
GEN MOTORS FINL CO 4.3% DUE 04-06-2029 Corporate bonds	Bonds / Notes	—	—	$166K	0.3%
PFIZER INVESTMENT ENTER 5.3% 05-19-2053 Corporate bonds	Bonds / Notes	—	—	$166K	0.3%
AERCAP IRELAND CAP/GLOBA 1.65% DUE 10-29-2024 BEO Corporate bonds	Bonds / Notes	—	—	$165K	0.3%
FL PWR & LT CO 5.25% DUE 02-01-2041 Corporate bonds	Bonds / Notes	—	—	$164K	0.3%
JPMORGAN CHASE & CO 3.882% 07-24-2038 Corporate bonds	Bonds / Notes	—	—	$160K	0.3%
HSBC HLDGS PLC 4.375% DUE 11-23-2026 Corporate bonds	Bonds / Notes	—	—	$159K	0.3%
UTD STATES TREAS ZERO CPN 0% DUE 02-15-2051 Government bonds	U.S. Treasuries	—	—	$158K	0.3%
BP CAP MKTS AMER INC SR GTD NT 2.721% 01-12-2032 Corporate bonds	Bonds / Notes	—	—	$156K	0.3%
HALEON US CAPITAL LLC 3.625% 03-24-2032 Corporate bonds	Bonds / Notes	—	—	$155K	0.3%

1–50 of 161

1 / 4

Name	EIN	Location	Relation	Direct comp	Indirect comp
NORTHERN TRUST	36-0629048	—	NONE	$129K	—
WILLIS TOWERS WATSON	23-1159360	—	NONE	$106K	—
EMERSON	43-0259330	—	NONE	$84K	—