Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.2M
- Dental$1.2M
- Vision$1.2M
- Life$90K
- Short-term disability$90K
- Long-term disability$90K
- +1 more
Sponsor portfolio
ACOPIA LLC
EIN 26-0777326financial servicesLatest filing 2025
Plans
2
Retirement
1
$15.5M assets
Welfare
1
$1.3M premiums
Participants
307
318 NORTHCREEK BLVD STE 150 - GOODLETTSVILLE, TN 370721992615-859-5537myacopia.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.3M premiums / 252 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- BLUE CROSS OF CALIFORNIA93%
- PACIFIC LIFE & ANNUITY COMPANY5%
- UNUM LIFE INSURANCE COMPANY OF AMERICA2%
Broker market share
Schedule A broker compensation
98%top
- JEFFREY C. LYNCH98%
- BENEFIT ENROLLMENT SERVICES INC1%
- DENNIS E TRAYWICK1%
- KELLE DAGGETT PERRY0%
- INSPRIRED INC0%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ACOPIA 401(K) PLAN
401k
Assets$15.5M
Participants197
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
ACOPIA LLC WELFARE & BENEFIT PLAN
Fully Insured - BLUECROSS BLUESCHIELD OF TENNESSEE, INC
Premiums$1.3M
Covered lives252
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ACOPIA 401(K) PLAN | 401k | $15.5M | 197 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | ACOPIA LLC WELFARE & BENEFIT PLAN | Fully Insured | BLUECROSS BLUESCHIELD OF TENNESSEE, INC | $1.3M | 252 | 2025 |
Retirement plans
Welfare plans