Lindsey Lanzisero signed Copeland Scroll Compressors LP's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Copeland Scroll Compressors LP's EIN is 34-4210902.
Download the official 2023 Form 5500 (PDF) for Copeland Scroll Compressors LP from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPTRUST ADVISORS | 26-0058143 | — | NONE | $46K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRANT THORNTON LLP | 36-6055558 | — | NONE | $10K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 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 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| 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% |
