# Copic Companies Defined Benefit Pension Plan and Trust

Copic Companies Defined Benefit Pension Plan and Trust is a Pension Fund based in Denver, United States.

## Overview

- **Organization type:** Pension Fund
- **Headquarters:** Denver, United States
- **Region:** North America
- **Address:** Denver, CO, United States
- **Founded:** 1981
- **Assets under management:** Undisclosed
- **Website:** www.callcopic.com
- **LinkedIn:** https://www.linkedin.com/company/copic-insurance

## Regulatory record

- **Reports private funds:** No

## About

The Copic Companies Defined Benefit Pension Plan and Trust was established in 1981 to provide retirement benefits for employees of COPIC Insurance Company. COPIC Insurance Company acts as the plan sponsor and parent entity. The plan allocates to an opportunistic real estate portfolio focused on mixed-use properties in the Asia-Pacific. No additional asset classes, stages, or named co-investors appear in available records. Geographic exposure centers on the Asia-Pacific alongside the Denver headquarters. COPIC executives participate in the Medical Professional Liability Association and the Colorado Chamber of Commerce, where Bev Razon serves as Board Chair of the Colorado Chamber Foundation. Michelle Lucero holds an independent director role at COPIC Companies and a trustee position at the Boettcher Foundation. No recent operational events from the last 24 months are recorded.

## Sectors

- Real Estate

## People

- Gerald Zarlengo, M.D. — Chairman and CEO of COPIC Companies
- Michelle Lucero — Independent Director for COPIC Companies and Trustee for the Boettcher Foundation
- Bev Razon — Senior Vice President of Public Affairs and Board Chair of the Colorado Chamber Foundation

## Questions

### Who runs investment decisions at Copic Companies Defined Benefit Pension Plan and Trust?

Gerald Zarlengo, M.D. serves as Chairman and CEO of the plan sponsor COPIC Companies. Michelle Lucero and Bev Razon hold governance roles tied to the parent and related foundations.

### What asset classes does the plan deploy into?

Available records show allocation to an opportunistic real estate portfolio of mixed-use assets in the Asia-Pacific. No other asset classes are disclosed.

### How is the plan related to COPIC Insurance Company?

COPIC Insurance Company is the plan sponsor and parent entity. The plan provides defined benefits exclusively to COPIC employees.

### Does the plan participate in industry associations?

COPIC executives serve on committees of the Medical Professional Liability Association. Bev Razon chairs the Colorado Chamber Foundation board.

### Where does the plan maintain investment exposure outside the United States?

The opportunistic real estate portfolio targets mixed-use assets in the Asia-Pacific region.

## Related profiles

- [Copia Agro & Food](https://altss.com/profile/copia)
- [Copilot Capital](https://altss.com/profile/copilot-capital)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/copic-companies-defined-benefit-pension-plan-and-trust

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology