Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.2M
- Dental$81K
- Other$70K
- Short-term disability$23K
- Long-term disability$21K
- Life$18K
Filings through .
Canopy Tax, Inc.
EIN 46-5164530computer softwareLatest filing 2025
Plans
2
Retirement
1
$9.9M assets
Health & Benefits
1
$2.4M premiums
Participants
475
10355 S JORDAN GATEWAY SUITE 500 - SOUTH JORDAN, UT 84095385-477-9918getcanopy.comLinkedIn51-200 employeescomputer software
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $2.4M premiums / 582 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
CANOPY TAX 401(K) PLAN
401(k)
Assets$9.9M
Participants259
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
CANOPY TAX, INC HEALTH AND WLEFARE PLAN
Mewa - SELECTHEALTH
Premiums$2.4M
Covered lives582
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | CANOPY TAX 401(K) PLAN | 401(k) | $9.9M | 259 | 2025 |
- #001 · 401(k) · 2025259
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | CANOPY TAX, INC HEALTH AND WLEFARE PLAN | Mewa | SELECTHEALTH | $2.4M | 582 | 2025 |
- #501 · Mewa · SELECTHEALTH · 2025582
Retirement plans
Health & Benefits plans