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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
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $233K | 22.2% | |
| Vision | $219K | 20.9% | |
| Life | $219K | 20.9% | |
| Long-term disability | $219K | 20.9% | |
| Dental | $157K | 15.0% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 420127290 | VLLTDOth | $219K | 56.2% | 1 | 1 | 406 |
EIN 834416613 | D | $157K | 40.3% | 1 | 1 | 308 |
EIN 822723296 | Oth | $12K | 3.1% | 1 | 1 | 10 |
EIN 731016728 | Oth | $2K | 0.5% | 1 | 1 | 9 |
Broker overview
10 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| COPIC INSURANCE AGENCY | DENVER, CO | PRINCIPAL LIFE INSURANCE COMPANY, DELTA DENTAL OF COLORADO, AFLAC | $24K | $0 | $24K | 73.0% | 1 |
| IMA, INC. | DALLAS, TX | PRINCIPAL LIFE INSURANCE COMPANY, DELTA DENTAL OF COLORADO | $7K | $0 | $7K | 21.5% | 1 |
| DON C SUNDAY | LAKEWOOD, CO | AFLAC | $528 | $0 | $528 | 1.6% | 1 |
| JEREMY M EANES | AURORA, CO | AFLAC | $364 | $0 | $364 | 1.1% | 1 |
| JENNIFER FOSS | CASTLE ROCK, CO | AFLAC | $345 | $0 | $345 | 1.0% | 1 |
| GREGORY G WAY | CASTLE ROCK, CO | AFLAC | $155 | $0 | $155 | 0.5% | 1 |
| REGINA K SANTANGELO | LITTLETON, CO | AFLAC | $139 | $0 | $139 | 0.4% | 1 |
| CHAUNCEY DAVIS | DENVER, CO | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $127 | $0 | $127 | 0.4% | 1 |
| LINDSAY A LIJEWSKI | ENGLEWOOD, CO | AFLAC | $104 | $0 | $104 | 0.3% | 1 |
| SHERRY SWEDENBORG | DENVER, CO | PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | $80 | $0 | $80 | 0.2% | 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