Fundz
Fundz
Benefits Intelligence/Broker Directory/Colorado

Copic Insurance Agency, Inc.

Denver, CO

Copic Insurance Agency, Inc. of Denver, CO is the broker of record on 4 Form 5500 Schedule A filings covering 2 employer benefit plans, with $55,162 in reported broker commissions (plan year 2025).

Employer clients
2
distinct plan sponsors
Schedule A filings
4
States served
1
Reported commissions
$55,162
plan year 2025

Quick answer

Copic Insurance Agency, Inc. (Denver, CO) is the broker of record for 2 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Copic Insurance Agency, Inc. have?
Copic Insurance Agency, Inc. is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
Who are Copic Insurance Agency, Inc.'s largest employer clients?
By plan participants, the largest include Copic Trust (144 participants) and Olathe Community Clinic, Inc. Dba River Valley Family Health Centers (112 participants).
How much does Copic Insurance Agency, Inc. earn in commissions?
Insurers reported $55,162 in broker commissions paid to Copic Insurance Agency, Inc. for plan year 2025, per Schedule A Part 1.
Where is Copic Insurance Agency, Inc. located?
Copic Insurance Agency, Inc. is based in Denver, CO.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Copic Insurance Agency, Inc. on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Copic TrustCO1442025-12-31
Olathe Community Clinic, Inc. Dba River Valley Family Health CentersCO1122025-12-31

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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.