Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.7M
- Dental$135K
Sponsor portfolio
COPELAND ENTERPRISES, INC.
EIN 04-2469226Retail TradeLatest filing 2025
Plans
2
Retirement
1
$16.3M assets
Welfare
1
$1.8M premiums
Participants
463
970 WEST CHESTNUT STREET - BROCKTON, MA 02301508-894-3117
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.8M premiums / 267 covered livesCarrier market share
Premium dollars by Schedule A carrier
67%top
- TUFTS ASSOCIATED HEALTH MAINTENANCE ORG., INC.67%
- LIFE INSURANCE COMPANY OF NORTH AMERICA26%
- BLUE CROSS OF CALIFORNIA7%
Broker market share
Schedule A broker compensation
100%top
- HILB GROUP OF NEW ENGLAND100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
COPELAND ENTERPRISES, INC. 401(K) AND PROFIT SHARING PLAN
401k
Assets$16.3M
Participants335
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
COPELAND ENTERPRISES HEALTH AND WELFARE PLAN
Fully Insured - TUFTS ASSOCIATED HEALTH MAINTENANCE ORG., INC.
Premiums$1.8M
Covered lives267
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | COPELAND ENTERPRISES, INC. 401(K) AND PROFIT SHARING PLAN | 401k | $16.3M | 335 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | COPELAND ENTERPRISES HEALTH AND WELFARE PLAN | Fully Insured | TUFTS ASSOCIATED HEALTH MAINTENANCE ORG., INC. | $1.8M | 267 | 2025 |
Retirement plans
Welfare plans