COPA Health, Inc. 401(k) Plan
What public Form 5500 filings show about the COPA Health, Inc. 401(k) plan — and how to find and check your own account.
The COPA Health, Inc. 401(k) on its latest Form 5500
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.
Who runs the COPA Health, Inc. 401(k)?
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): JULY BUSINESS SERVICES, COMMONWEALTH FINANCIAL NETWORK.
How to check your COPA Health, Inc. 401(k)
- Log in to Principal’s participant portal (the site on your statements).
- Ask COPA Health, Inc. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).