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Sponsor portfolio

COOPER NORMAN, PLLC

EIN 82-0343828-accounting-Latest filing 2025
Plans
2
Retirement
1
$5.3M assets
Welfare
1
$1.1M premiums
Participants
224
1000 RIVERWALK DRIVE, SUITE 100 - IDAHO FALLS, ID 83402208-523-0862coopernorman.comLinkedIn51-200 employeesaccounting
Plans on this EIN
2 filings
#001401k-$5.3M - 117 part#502Mixed-$1.1M - 349 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 349 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.0M
  • Other$111K
  • Dental$107K
  • Short-term disability$107K
  • Vision$15K
Total $1.1M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • PRINCIPAL LIFE INSURANCE COMPANY9%
  • NATIONWIDE LIFE INSURANCE COMPANY1%
  • BPA HEALTH0%
Total $1.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
75%top
  • CHRISTENSEN SHELDON B75%
  • HSBC INSURANCE LLC22%
  • ALLEGIS ADVISOR GROUP3%
Total $46K3 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 NORMAN PLLC 401(K) PLAN

401k

Assets$5.3M
Participants117
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

COOPER NORMAN, PLLC EMPLOYEE BENEFITS PLAN

Mixed - BLUE CROSS OF IDAHO

Premiums$1.1M
Covered lives349
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001COOPER NORMAN PLLC 401(K) PLAN401k$5.3M1172024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502COOPER NORMAN, PLLC EMPLOYEE BENEFITS PLANMixedBLUE CROSS OF IDAHO$1.1M3492025
Retirement plans
Welfare plans
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