Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Short-term disability$40K
- Long-term disability$32K
Filings through .
Copeland Buhl & Company PLLP
EIN 41-1292716accountingLatest filing 2025
Plans
3
Retirement
1
$27.7M assets
Health & Benefits
2
$72K premiums
Participants
396
3033 CAMPUS DRIVE, SUITE E590 - PLYMOUTH, MN 55441952-476-7100copelandbuhl.comLinkedIn51-200 employeesaccounting
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Benefits portfolio analytics
2 plans / $72K premiums / 236 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
COPELAND BUHL & COMPANY, PLLP PROFIT SHARING PLAN
401(k)
Assets$27.7M
Participants158
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
COPELAND BUHL & COMPANY, PLLP SHORT TERM DISABILITY PLAN
Fully insured - UNITED OF OMAHA INSURANCE COMPANY
Premiums$40K
Covered lives118
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501
COPELAND BUHL & COMPANY, PLLP LONG TERM DISABILITY PLAN
Fully insured - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$32K
Covered lives118
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | COPELAND BUHL & COMPANY, PLLP PROFIT SHARING PLAN | 401(k) | $27.7M | 158 | 2025 |
- #001 · 401(k) · 2025158
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | COPELAND BUHL & COMPANY, PLLP SHORT TERM DISABILITY PLAN | Fully insured | UNITED OF OMAHA INSURANCE COMPANY | $40K | 118 | 2025 |
| #501 | COPELAND BUHL & COMPANY, PLLP LONG TERM DISABILITY PLAN | Fully insured | UNITED OF OMAHA LIFE INSURANCE COMPANY | $32K | 118 | 2025 |
- #502 · Fully insured · UNITED OF OMAHA INSURANCE COMPANY · 2025118
- #501 · Fully insured · UNITED OF OMAHA LIFE INSURANCE COMPANY · 2025118
Retirement plans
Health & Benefits plans