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Sponsor portfolio

COOPERRIIS, INC

EIN 56-2195372-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
1
$4.4M assets
Welfare
1
$1.2M premiums
Participants
386
PO BOX 600 - MILL SPRING, NC 28756828-894-5557
Plans on this EIN
2 filings
#001403b-$4.4M - 255 part#501Mixed-$1.2M - 169 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 169 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.2M
  • Health$1.1M
  • Dental$1.1M
  • Prescription drug$1.1M
  • Vision$12K
  • Life$6K
Total $1.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • AFLAC7%
  • VISION SERVICE PLAN1%
  • USABLE LIFE0%
Total $1.2M4 slices

Broker market share

Schedule A broker compensation

Split broker
65%top
  • KELLY ROSE65%
  • EA LEGACY LLC12%
  • JOSHUA G. COCKRELL8%
  • DAVID UNDERWOOD4%
  • JAIME SUE MARTINEZ2%
  • +3 more
Total $70K8 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

COOPERRIIS, INC. 403(B) PLAN

403b

Assets$4.4M
Participants255
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

COOPERRIIS INC PREMIUM ONLY PLAN

Mixed - BLUE CROSS BLUE SHIELD OF NORTH CAROLINA

Premiums$1.2M
Covered lives169
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001COOPERRIIS, INC. 403(B) PLAN403b$4.4M2552025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501COOPERRIIS INC PREMIUM ONLY PLANMixedBLUE CROSS BLUE SHIELD OF NORTH CAROLINA$1.2M1692025
Retirement plans
Welfare plans
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