Original filing (PDF)20250731131307NAL0003088163001

COPPERPOINT INSURANCE COMPANY

Name: COPPERPOINT INSURANCE COMPANY — COPPERPOINT INSURANCE CO. 401(K) PLAN, Form 5500 (2024)
Creator: COPPERPOINT INSURANCE COMPANY

Form 5500

FILING_RECEIVED

COPPERPOINT INSURANCE CO. 401(K) PLAN

401(k) retirement plan

Active participants

804

Accounts w/ balance

1,031

Plan assets (EOY)

$178.0M

Net assets (EOY)

$178.0M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

100

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COPPERPOINT INSURANCE COMPANY.

Plan sponsor

Name

COPPERPOINT INSURANCE COMPANY

EIN

45-3829954

Address

3030 NORTH 3RD STREET · PHOENIX, AZ · 85012

Phone

(602) 631-2099

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-31

Pension benefit codes

2S · Automatic enrollment

2T · Default investment account (QDIA)

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$61K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$26K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp

Investments

1 pooled fund· $6.9M(4% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Investment	Type	Current value	% of plan
PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202	Common Collective Trust	$6.9M	3.9%

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