Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
COPIC TRUST
EIN 84-6170618insuranceLatest filing 2024
Plans
3
Retirement
2
$108.6M assets
Welfare
1
$1.5M premiums
Participants
609
7351 EAST LOWRY BOULEVARD, SUITE 400 - DENVER, CO 802306082720-858-6000LinkedIn51-200 employeesinsurance
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $108.6M assets / 418 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.5M premiums / 387 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$1.1M
- Vision$202K
- Life$202K
- Long-term disability$202K
- Dental$155K
- Other$47K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
73%top
- WESTPORT INSURANCE CORPORATION73%
- PRINCIPAL LIFE INSURANCE COMPANY14%
- DELTA DENTAL OF CALIFORNIA10%
- COPIC INSURANCE COMPANY2%
- AFLAC1%
- +1 more
Broker market share
Schedule A broker compensation
97%top
- COPIC INSURANCE AGENCY97%
- DON C SUNDAY1%
- CHAUNCEY DAVIS1%
- REGINA K SANTANGELO0%
- JENNIFER L FOSS0%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
COPIC COMPANIES DEFINED BENEFIT PENSION PLAN AND TRUST
TraditionalDB
Assets$71.3M
Participants253
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
COPIC COMPANIES 401(K) PLAN
401k
Assets$37.3M
Participants165
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
COPIC INSURANCE COMPANY FLEXIBLE BENEFIT PLAN
Mixed - SWISS RE-SWISS RE
Premiums$1.5M
Covered lives387
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | COPIC COMPANIES DEFINED BENEFIT PENSION PLAN AND TRUST | TraditionalDB | $71.3M | 253 | 2024 | |
| 002 | COPIC COMPANIES 401(K) PLAN | 401k | $37.3M | 165 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | COPIC INSURANCE COMPANY FLEXIBLE BENEFIT PLAN | Mixed | SWISS RE-SWISS RE | $1.5M | 387 | 2024 |
Retirement plans
Welfare plans