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  1. Companies/
  2. THE COOPER COMPANIES, INC.
Sponsor portfolioTH

THE COOPER COMPANIES, INC.

EIN 94-2657368-utilities-Latest filing 2024
Plans
3
Retirement
2
$648.9M assets
Welfare
1
$15.1M premiums
Participants
12,596
6101 BOLLINGER CANYON ROAD, SUITE 500 - SAN RAMON, CA 94583925-460-3600coopercompliance.comLinkedIn11-50 employeesutilities
Plans on this EIN
3 filings
#102401k-$487.6M - 5,306 part#001TraditionalDB-$161.3M - 3,148 part#503Mixed-$15.1M - 7,684 lives

Retirement portfolio analytics

2 plans aggregated / $648.9M assets / 8,454 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • INC. 401(K) Savings (#102)75%
  • RETIREMENT INCOME PLAN (#001)25%
Total $648.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. 401(K) Savings (#102)5,306
  • RETIREMENT INCOME PLAN (#001)3,148
Total 8,454Click row to drill in

Benefits portfolio analytics

1 plan / $15.1M premiums / 7,684 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$8.8M
  • Prescription drug$8.8M
  • Dental$3.3M
  • Other$2.6M
  • Life$2.6M
  • Long-term disability$2.6M
  • +1 more
Total $15.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
40%top
  • CALIFORNIA PHYSICIANS SERVICE40%
  • DELTA DENTAL OF CALIFORNIA22%
  • KAISER FOUNDATION HEALTH PLAN INC18%
  • HARTFORD LIFE AND ACCIDENT17%
  • EYEMED VISION CARE3%
  • +2 more
Total $15.1M7 slices

Broker market share

Schedule A broker compensation

Split broker
56%top
  • PIPER JORDAN HEALTH & BENEFITS56%
  • LOCKTON COMPANIES, LLC37%
  • BROWN AND BROWN OF FLORIDA, INC.7%
  • ROBYN L PIPER0%
  • UBF INSURANCE SERVICES, INC.0%
Total $334K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#102

THE COOPER COMPANIES, INC. 401(K) SAVINGS PLAN

401k

Assets$487.6M
Participants5,306
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

THE COOPER COMPANIES, INC. RETIREMENT INCOME PLAN

TraditionalDB

Assets$161.3M
Participants3,148
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

THE COOPER COMPANIES HEALTH & WELFARE PLAN

Mixed - CALIFORNIA PHYSICIANS' SERVICE

Premiums$15.1M
Covered lives7,684
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
102THE COOPER COMPANIES, INC. 401(K) SAVINGS PLAN401k$487.6M5,3062024
001THE COOPER COMPANIES, INC. RETIREMENT INCOME PLANTraditionalDB$161.3M3,1482024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503THE COOPER COMPANIES HEALTH & WELFARE PLANMixedCALIFORNIA PHYSICIANS' SERVICE$15.1M7,6842024
Retirement plans
Welfare plans
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