What public Form 5500 filings show about the COPA Health, Inc. 401(k) plan — and how to find and check your own account.
COPA Health, Inc. (EIN 84-4608444) reports COPA HEALTH 403(B) RETIREMENT PLAN on its most recent Form 5500, with $12.7M in plan assets across 773 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full COPA Health, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your COPA Health, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): COMMONWEALTH FINANCIAL NETWORK, JULY BUSINESS SERVICES.
