Shane Schattinger signed Copic Trust's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Copic Trust's EIN is 84-6170618.
Download the official 2024 Form 5500 (PDF) for Copic Trust from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Copic Trust's plan includes life insurance, dental coverage, vision coverage, long-term disability, health coverage.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COPIC INSURANCE COMPANY | 84-0953991 | DENVER, CO | BROKER | $67K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OPTUM RX INC. | 33-0441200 | — | PHARMACY BENEFIT MANAGEME | $987K | — |
| UMR INC. | 39-1995276 | — | CLAIMS PROCESSING |
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
| $140K |
| — |
