PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. L.E. COPPERSMITH, LLC
Sponsor portfolioTH

L.E. COPPERSMITH, LLC

EIN 95-2127927-transportation/trucking/railroad-Latest filing 2024
Plans
2
Retirement
1
$17.3M assets
Welfare
1
$1.9M premiums
Participants
291
525 SOUTH DOUGLAS STREET - EL SEGUNDO, CA 90245310-607-8000LinkedIn51-200 employeestransportation/trucking/railroad
Plans on this EIN
2 filings
#001401k-$17.3M - 157 part#501Fully Insured-$1.9M - 187 lives

Benefits portfolio analytics

1 plan / $1.9M premiums / 187 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Prescription drug$1.8M
  • Life$58K
  • Other$58K
  • Vision$16K
  • Long-term disability$12K
  • +1 more
Total $1.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • CALIFORNIA PHYSICIANS SERVICE95%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
  • VISION SERVICE PLAN1%
  • SUN LIFE ASSURANCE COMPANY OF CANADA1%
  • DELTA DENTAL OF CALIFORNIA0%
  • +1 more
Total $1.9M6 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • HEALTHY HALO INSURANCE SERVICES INC92%
  • MCCAREY INC4%
  • ANDREA MARIE TIERCE1%
  • DANA MARIE MOWATT1%
  • KRISTIN LEASE1%
  • +3 more
Total $48K8 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

COPPERSMITH 401(K) PROFIT SHARING PLAN

401k

Assets$17.3M
Participants157
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

L.E. COPPERSMITH, INC. WELFARE BENEFIT PLAN

Fully Insured - CALIFORNIA PHYSICIANS' SERVICE

Premiums$1.9M
Covered lives187
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001COPPERSMITH 401(K) PROFIT SHARING PLAN401k$17.3M1572024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501L.E. COPPERSMITH, INC. WELFARE BENEFIT PLANFully InsuredCALIFORNIA PHYSICIANS' SERVICE$1.9M1872024
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