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Sponsor portfolio

COOPER FAMILY MANAGEMENT, LLC

EIN 46-1766360-Latest filing 2025
Plans
2
Retirement
1
$7.2M assets
Welfare
1
$1.3M premiums
Participants
1,732
14349 N KELLY AVE - EDMOND, OK 73013405-753-7088
Plans on this EIN
2 filings
#001401k-$7.2M - 787 part#501Mixed-$1.3M - 1,855 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 1,855 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.3M
  • Short-term disability$676K
  • Long-term disability$676K
  • Dental$596K
  • Vision$596K
  • Life$596K
Total $1.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • AMERICAN FIDELITY ASSURANCE COMPANY53%
  • METROPOLITAN LIFE INSURANCE COMPANY47%
Total $1.3M2 slices

Broker market share

Schedule A broker compensation

Split broker
55%top
  • ALLIANT INSURANCE SERVICES, INC.55%
  • ASSURANCE AGENCY LTD24%
  • GIS BENEFITS INC19%
  • OKLA AUTOMOBILE DEALERS2%
Total $127K4 slices

Plan deep-dives

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

COOPER AUTO GROUP 401(K) PLAN

401k

Assets$7.2M
Participants787
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

COOPER AUTO GROUP HEALTH AND WELFARE PLAN

Mixed - AMERICAN FIDELITY ASSURANCE COMPANY

Premiums$1.3M
Covered lives1,855
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001COOPER AUTO GROUP 401(K) PLAN401k$7.2M7872024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501COOPER AUTO GROUP HEALTH AND WELFARE PLANMixedAMERICAN FIDELITY ASSURANCE COMPANY$1.3M1,8552025
Retirement plans
Welfare plans
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