Copa Health 403(B) Retirement Plan — Form 5500 plan (Copa Health, Inc.)

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, Copa Health 403(B) Retirement Plan is a benefit plan reported by Copa Health, Inc. under EIN 84-4608444 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,120 participants and $12,009,444 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Copa Health, Inc.
EIN
84-4608444
Plan number
001
Plan type
2
Location
Mesa, AZ
Latest filing year
2023
Participants
1,120
End-of-year plan assets
$12,009,444

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,120H, C20250625110823NAL0011430624001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,009,444
Total liabilities (EOY)
$68
Net assets (EOY)
$12,009,376
Net assets (BOY)
$10,078,145

Income & contributions

Employer contributions
$372,856
Participant contributions
$1,547,010
Total contributions
$1,959,027
Total income / additions
$3,399,266

Expenses & distributions

Benefits paid
$1,380,669
Administrative expenses
$87,366
Total expenses
$1,468,035
Net increase / (decrease)
$1,931,231

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$77,060$02023
Commonwealth Financial NetworkINVESTMENT ADVISORY$0$26,7492023
Sunwest PensionsCONTRACT ADMINISTRATOR$8,431$5,0192023

Related Form 5500 pages