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Sponsor portfolioWelfare / HealthEIN 84-6170618

COPIC TRUST

7351 E LOWRY BLVD STE 400 · DENVER, CO 80230
7208586000
Plans filed
1
Years active
2015–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$391K
No prior year
Persons covered
406
No prior year
Total participants
144
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #502$391K
COPIC INSURANCE COMPANY FLEXIBLE BENEFIT PLAN
Mixed406 covered·4 carriers
Primary: PRINCIPAL LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$233K22.2%
Vision$219K20.9%
Life$219K20.9%
Long-term disability$219K20.9%
Dental$157K15.0%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
VLLTDOth
$219K56.2%11406
DELTA DENTAL OF CALIFORNIA
EIN 834416613
D
$157K40.3%11308
AFLAC
EIN 822723296
Oth
$12K3.1%1110
PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD
EIN 731016728
Oth
$2K0.5%119

Broker overview

10 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
COPIC INSURANCE AGENCYDENVER, COPRINCIPAL LIFE INSURANCE COMPANY, DELTA DENTAL OF COLORADO, AFLAC$24K$0$24K73.0%1
IMA, INC.DALLAS, TXPRINCIPAL LIFE INSURANCE COMPANY, DELTA DENTAL OF COLORADO$7K$0$7K21.5%1
DON C SUNDAYLAKEWOOD, COAFLAC$528$0$5281.6%1
JEREMY M EANESAURORA, COAFLAC$364$0$3641.1%1
JENNIFER FOSSCASTLE ROCK, COAFLAC$345$0$3451.0%1
GREGORY G WAYCASTLE ROCK, COAFLAC$155$0$1550.5%1
REGINA K SANTANGELOLITTLETON, COAFLAC$139$0$1390.4%1
CHAUNCEY DAVISDENVER, COPRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD$127$0$1270.4%1
LINDSAY A LIJEWSKIENGLEWOOD, COAFLAC$104$0$1040.3%1
SHERRY SWEDENBORGDENVER, COPRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD$80$0$800.2%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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