COPPERPOINT INSURANCE CO. 401(K) PLAN

Plan Contact

  • Address: 3030 NORTH 3RD STREET,PHOENIX,AZ
  • Contact person: SUSAN DAVISSCHULTZ
  • Phone: (602) 631-2099

Plan General Information

COPPERPOINT INSURANCE CO. 401(K) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of COPPERPOINT INSURANCE CO. 401(K) PLAN is $156,578,999.00.This plan was established in 2013.

COPPERPOINT INSURANCE CO. 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in COPPERPOINT INSURANCE CO. 401(K) PLAN is 1020

COPPERPOINT INSURANCE CO. 401(K) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for COPPERPOINT INSURANCE CO. 401(K) PLAN is $153,508.00

COPPERPOINT INSURANCE CO. 401(K) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for COPPERPOINT INSURANCE CO. 401(K) PLAN is $11,314.00.

COPPERPOINT INSURANCE CO. 401(K) PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in COPPERPOINT INSURANCE CO. 401(K) PLAN is approximately $4,346.00
Investing in this additonal $4,346.00 for 20 years would give you extra $278,202.00, assuming a 10% annual return.

COPPERPOINT INSURANCE CO. 401(K) PLAN Total Employer Contribution and Match Rate

In 2023, COPPERPOINT INSURANCE CO. 401(K) PLAN allocates $4,433,852.00 to match its employees' contributions, providing an employer match rate of 47.44% of their contributions

COPPERPOINT INSURANCE CO. 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of COPPERPOINT INSURANCE CO. 401(K) PLAN is 17.39%.

COPPERPOINT INSURANCE CO. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for COPPERPOINT INSURANCE CO. 401(K) PLAN is 16.58%. This measures the effectiveness of the plan participants' investments in the year.

COPPERPOINT INSURANCE CO. 401(K) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of COPPERPOINT INSURANCE CO. 401(K) PLAN is 0.07%.

Enrollment Features

COPPERPOINT INSURANCE CO. 401(K) PLAN has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

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