PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. COPPERPOINT HOLDINGS
Sponsor portfolio

COPPERPOINT HOLDINGS

EIN 88-3279850-Latest filing 2025
Plans
2
Retirement
1
$2.5M assets
Welfare
1
$931K premiums
Participants
575
4622 PENNSYLVANIA AVE, SUITE 600 - KANSAS CITY, MO 64112
Plans on this EIN
2 filings
#001401k-$2.5M - 254 part#501Fully Insured-$931K - 281 lives

Benefits portfolio analytics

1 plan / $931K premiums / 281 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$667K
  • Prescription drug$667K
  • Other$263K
  • Dental$245K
  • Vision$245K
  • Life$245K
  • +2 more
Total $931K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
72%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY72%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA26%
  • FIRST STOP HEALTH2%
Total $931K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $102K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

COPPERPOINT HOLDINGS

401k

Assets$2.5M
Participants254
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

COPPERPOINT HOLDINGS HEALTH & WELFARE

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$931K
Covered lives281
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001COPPERPOINT HOLDINGS401k$2.5M2542024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501COPPERPOINT HOLDINGS HEALTH & WELFAREFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$931K2812025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica