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Sponsor portfolioWelfare / HealthEIN 26-0777326

ACOPIA LLC

318 NORTHCREEK BLVD STE 150 · GOODLETTSVILLE, TN 370721992
6158595537
Plans filed
3
Years active
2016–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$1.3M
No prior year
Persons covered
252
No prior year
Total participants
110
No prior year
Plans filed
3
No prior year

Plans under this sponsor

3 plans
Plan #502$1.8M
ACOPIA LLC WELFARE PLAN
Fully insured383 covered·1 carrier
Primary: BLUE CROSS BLUE SHIELD OF TENNESSEE, INC
Plan #504$1.3M
ACOPIA LLC WELFARE & BENEFIT PLAN
Fully insured252 covered·3 carriers
Primary: BLUECROSS BLUESCHIELD OF TENNESSEE, INC
Plan #501$162K
ACOPIA LLC LIFE INSURANCE PLAN
Fully insured235 covered·1 carrier
Primary: AMERICAN UNITED LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.2M30.5%
Dental$1.2M30.5%
Vision$1.2M30.5%
Life$90K2.2%
Short-term disability$90K2.2%
Long-term disability$90K2.2%
Other$70K1.7%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 620427913
HDV
$1.2M93.2%11252
PACIFIC LIFE & ANNUITY COMPANY
EIN 923769814
LSTDLTDOth
$70K5.3%11119
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 570144607
LSTDLTD
$20K1.5%1123

Broker overview

8 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
JEFFREY C. LYNCHBRENTWOOD, TNCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY, BLUECROSS BLUESCHIELD OF TENNESSEE, INC, PACIFIC LIFE & ANNUNITY COMPANY$47K$15$47K97.7%1
BENEFIT ENROLLMENT SERVICES INCNASHVILLE, TNCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$374$21$3950.8%1
DENNIS E TRAYWICKPROSPECT, TNCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$242$21$2630.5%1
KELLE DAGGETT PERRYPIKEVILLE, TNCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$169$3$1720.4%1
INSPRIRED INCMOSCOW, TNCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$119$10$1290.3%1
BRENDA H BRIDGESWHITE HOUSE, TNCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$116$0$1160.2%1
JAMES A SHARPHERMITAGE, TNCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$33$0$330.1%1
ANGELA MASSARELLISPRING HILL, TNCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$13$0$130.0%1

History & trajectory

10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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