Copperpoint Insurance Company 401(k) Plan: Login, Facts & Contact Information

Copperpoint Insurance Company 401(k) Plan Facts

Plan name
COPPERPOINT INSURANCE CO. 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
COPPERPOINT INSURANCE COMPANY
Participants
1,058 (804 active employees)
Former employees with a balance
245
Plan assets
$178,011,277 at Dec 31, 2024
Average account balance
$172,659 across 1,031 accounts
Employer contributions
$4,580,471 in plan year 2024 (31% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2013
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Jul 31, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $14.9 million went into the plan in contributions, $4.58 million of it from the employer (31%).
  • $14.2 million was paid out to participants.
  • Investment and other income added $20.9 million.
  • Administrative expenses were $100,387, about $97 per account.

How the Copperpoint Insurance Company 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019413$56.9 million$2.15 million$3.66 million
2020632$69.7 million$2.50 million$4.32 million
2021632$164.2 million$7.00 million$13.9 million
20221,011$133.4 million$4.03 million$19.4 million
20231,020$156.6 million$4.43 million$13.4 million
20241,058$178.0 million$4.58 million$14.2 million

Copperpoint Insurance Company 401(k) Contact Information

Phone
602-631-2099
Mailing address
3030 NORTH 3RD STREET, PHOENIX AZ 85012
Plan sponsor
COPPERPOINT INSURANCE COMPANY
Employer identification number (EIN)
45-3829954
Plan number
001

Questions about the Copperpoint Insurance Company 401(k)

Does Copperpoint Insurance Company contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $4.58 million, 31% of all contributions.

Does the Copperpoint Insurance Company 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Copperpoint Insurance Company 401(k) plan?

1,058 participants at the start of plan year 2024, 804 of them active employees, and 245 former employees who still had money in the plan.

What is the average 401(k) balance at Copperpoint Insurance Company?

About $172,659 per account: $178.0 million in plan assets across 1,031 accounts with a balance at the end of plan year 2024.

Who manages the Copperpoint Insurance Company 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Copperpoint Insurance Company. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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