Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.4M
- Stop-loss$1.0M
- Other$667K
- Life$492K
- Long-term disability$492K
- Vision$95K
Sponsor portfolio
COPPERPOINT INSURANCE COMPANIES
EIN 45-3829954insuranceLatest filing 2025
Plans
2
Retirement
1
$178.0M assets
Welfare
1
$3.2M premiums
Participants
1,797
3030 NORTH 3RD STREET - PHOENIX, AZ 85012602-631-2502copperpoint.comLinkedIn501-1000 employeesinsurance
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.2M premiums / 1,146 covered livesCarrier market share
Premium dollars by Schedule A carrier
45%top
- KAISER FOUNDATION HEALTH PLAN INC45%
- HCC LIFE INSURANCE COMPANY32%
- UNUM LIFE INSURANCE COMPANY OF AMERICA15%
- RELIASTAR LIFE INSURANCE COMPANY4%
- FIDELITY SECURITY LIFE INSURANCE COMPANY3%
- +1 more
Broker market share
Schedule A broker compensation
71%top
- AVANT SPECIALTY BENEFITS LLC71%
- HOLMES MURPHY & ASSOCIATES29%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
COPPERPOINT INSURANCE CO. 401(K) PLAN
401k
Assets$178.0M
Participants1,056
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
COPPERPOINT INSURANCE COMPANIES
Mixed - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$3.2M
Covered lives1,146
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | COPPERPOINT INSURANCE CO. 401(K) PLAN | 401k | $178.0M | 1,056 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | COPPERPOINT INSURANCE COMPANIES | Mixed | KAISER FOUNDATION HEALTH PLAN, INC. | $3.2M | 1,146 | 2025 |
Retirement plans
Welfare plans