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Sponsor portfolio

COPPER CANE LLC

EIN 26-4059820-hospitality-Latest filing 2025
Plans
2
Retirement
1
$12.8M assets
Welfare
1
$562K premiums
Participants
284
1275 INGLEWOOD AVENUE - SAINT HELENA, CA 94574707-200-7067coppercafe.co.ukLinkedIn1-10 employeeshospitality
Plans on this EIN
2 filings
#001401k-$12.8M - 161 part#501Mixed-$562K - 137 lives

Benefits portfolio analytics

1 plan / $562K premiums / 137 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$388K
  • Vision$175K
  • Life$175K
  • Short-term disability$175K
  • Other$175K
Total $562K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
69%top
  • KAISER FOUNDATION HEALTH PLAN INC69%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA31%
Total $562K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • UBF INSURANCE SERVICES, INC.100%
Total $26K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

COPPER CANE LLC 401(K) PROFIT SHARING PLAN

401k

Assets$12.8M
Participants161
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

COPPER CANE, LLC HEALTH & WELFARE PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN INC

Premiums$562K
Covered lives137
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001COPPER CANE LLC 401(K) PROFIT SHARING PLAN401k$12.8M1612025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501COPPER CANE, LLC HEALTH & WELFARE PLANMixedKAISER FOUNDATION HEALTH PLAN INC$562K1372025
Retirement plans
Welfare plans
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