Copperpoint Insurance Co. 401(K) Plan — Form 5500 plan (Copperpoint Insurance Company)
Plain-English plan 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, Copperpoint Insurance Co. 401(K) Plan is a benefit plan reported by Copperpoint Insurance Company under EIN 45-3829954 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,020 participants and $156,578,999 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Copperpoint Insurance Company
- EIN
- 45-3829954
- Plan number
- 001
- Plan type
- 2
- Location
- Phoenix, AZ
- Latest filing year
- 2023
- Participants
- 1,020
- End-of-year plan assets
- $156,578,999
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,020 | H, C | 20240830161501NAL0014744529001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $156,578,999
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $156,578,999
- Net assets (BOY)
- $133,378,413
Income & contributions
- Employer contributions
- $4,433,852
- Participant contributions
- $9,346,018
- Total contributions
- $14,498,244
- Total income / additions
- $36,690,950
Expenses & distributions
- Benefits paid
- $13,370,293
- Administrative expenses
- $113,229
- Total expenses
- $13,490,364
- Net increase / (decrease)
- $23,200,586
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $71,757 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $25,972 | not reported in the loaded dataset | 2023 |
| Holthouse Carlin & Van Trigt Llp | ACCOUNTANT | $15,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Copperpoint Insurance Company
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Phoenix, AZ
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Holthouse Carlin & Van Trigt Llp — Schedule C compensation