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Sponsor portfolioWelfare / HealthEIN 72-1110060

AL COPELAND INVESTMENTS, LLC

2601 SEVERN AVENUE · METAIRIE, LA 70002
5046203756
Plans filed
1
Years active
2015–2025
Industry
NAICS 72
Latest filing
2025
Total premiums (latest)
$808K
No prior year
Persons covered
203
No prior year
Total participants
203
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$808K
AL COPELAND INVESTMENTS, INC. EMPLOYEE BENEFIT PLAN
Mixed203 covered·5 carriers
Primary: ZURICH NORTH AMERICAN INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$502K48.3%
Other$230K22.2%
Short-term disability$153K14.7%
Life$77K7.4%
Long-term disability$67K6.5%
Vision$9K0.9%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
ZURICH AMERICAN INSURANCE COMPANY
EIN 364233459
SL
$424K52.5%11156
AMERITAS LIFE INSURANCE CORP.
EIN 640349942
STDOth
$153K18.9%11116
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LLTDOth
$144K17.9%12203
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
SL
$77K9.6%11152
UNITEDHEALTHCAREINSUREDDENTAL/VISION-UNITED HEALTH
EIN 362739571
V
$9K1.2%1193

Broker overview

6 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCROANOKE, VATHE LINCOLN NATIONAL LIFE INSURANCE COMPANY, UNITEDHEALTHCAREINSUREDDENTAL/VISION-UNITED HEALTH, ZURICH NORTH AMERICAN INSURANCE COMPANY, AMERICAN PUBLIC LIFE INSURANCE COMPANY$88K$0$88K70.2%1
ASHLEY COPELANDYOUNGSVILLE, LAAMERICAN PUBLIC LIFE INSURANCE COMPANY$14K$0$14K10.9%1
CRESCENT CITY BENEFITS INSKENNER, LAAMERICAN PUBLIC LIFE INSURANCE COMPANY$7K$0$7K5.4%1
BRIAN PATUREAU LLCCOVINGTON, LAAMERICAN PUBLIC LIFE INSURANCE COMPANY$7K$0$7K5.4%1
RIEHM BENEFITS LLCKENNER, LAAMERICAN PUBLIC LIFE INSURANCE COMPANY$6K$0$6K5.0%1
SBR SERVICES LLCATLANTA, GASUN LIFE ASSURANCE COMPANY OF CANADA$4K$219$4K3.1%1

History & trajectory

11 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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