2023 Form 5500 filing — Copa Health 403(B) Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250625110823NAL0011430624001) for Copa Health 403(B) Retirement Plan, reported by Copa Health, Inc. under EIN 84-4608444 and plan number 001. It reports 1,120 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250625110823NAL0011430624001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Copa Health, Inc.
- EIN
- 84-4608444
- Plan number
- 001
- Location
- Mesa, AZ
- Participants
- 1,120
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,009,444
- Total liabilities (EOY)
- $68
- Net assets (EOY)
- $12,009,376
- Employer contributions
- $372,856
- Participant contributions
- $1,547,010
- Total income / additions
- $3,399,266
- Benefits paid
- $1,380,669
- Administrative expenses
- $87,366
- Total expenses
- $1,468,035
- Net increase / (decrease)
- $1,931,231
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $77,060 | $0 |
| Commonwealth Financial Network | INVESTMENT ADVISORY | $0 | $26,749 |
| Sunwest Pensions | CONTRACT ADMINISTRATOR | $8,431 | $5,019 |