Copperpoint Insurance Companies — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Copperpoint Insurance Companies (EIN 45-3829954) is a plan sponsor located in Phoenix, AZ with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
45-3829954
Location
Phoenix, AZ
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$156,578,999
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$156,578,999

Contributions & income

Employer contributions
$4,433,852
Participant contributions
$9,346,018
Total income / additions
$36,690,950

Expenses & distributions

Benefits paid / distributions
$13,370,293
Total expenses
$13,490,364
Net increase / (decrease)
$23,200,586

Coverage

Total reported participants
1,817
Plans with financial statements
1
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Copperpoint Insurance Companies plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Copperpoint Insurance Co. 401(K) Plan0011,020$156,578,9992023
Copperpoint Insurance Companies502797not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Copperpoint Insurance Companies
YearPlanParticipantsSchedulesFiling
2023Copperpoint Insurance Companies797C20240711145959NAL0033411970001
2023Copperpoint Insurance Co. 401(K) Plan1,020H, C20240830161501NAL0014744529001

Related Form 5500 pages