Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$329K
- Vision$87K
- Life$87K
- Short-term disability$87K
- Long-term disability$87K
Sponsor portfolio
COPPER STATE CREDIT UNION
EIN 86-6050693financial servicesLatest filing 2025
Plans
2
Retirement
1
$13.2M assets
Welfare
1
$415K premiums
Participants
442
15458 N 28TH AVENUE - PHOENIX, AZ 85053623-580-6000copperstatecu.orgLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $415K premiums / 253 covered livesCarrier market share
Premium dollars by Schedule A carrier
79%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY79%
- METROPOLITAN LIFE INSURANCE COMPANY21%
Broker market share
Schedule A broker compensation
100%top
- PATRIOT GROWTH INSURANCE SERVICES100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
COPPER STATE CREDIT UNION 401(K) PLAN
401k
Assets$13.2M
Participants189
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
COPPER STATE CREDIT UNION EMPLOYEE WELFARE PLAN
Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$415K
Covered lives253
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | COPPER STATE CREDIT UNION 401(K) PLAN | 401k | $13.2M | 189 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | COPPER STATE CREDIT UNION EMPLOYEE WELFARE PLAN | Mixed | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $415K | 253 | 2025 |
Retirement plans
Welfare plans