Form 5500 · Employee benefit plan · METAIRIE, LA
AL COPELAND INVESTMENTS, LLC
AL COPELAND INVESTMENTS, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is MARSH & MCLENNAN AGENCY LLC. Coverage is written through ZURICH NORTH AMERICAN INSURANCE COMPANY and 5 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 72-1110060 · plan 501 · as of Aug 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| ZURICH NORTH AMERICAN INSURANCE COMPANY | Stop-loss | 156 | December | $424,354 | $63,647 |
| AMERICAN PUBLIC LIFE INSURANCE COMPANY | — | 116 | December | $152,881 | $35,944 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 203 | December | $77,183 | $11,578 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 187 | December | $67,144 | $10,072 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Stop-loss | 152 | October | $77,266 | $3,644 |
| UNITEDHEALTHCAREINSUREDDENTAL/VISION-UNITED HEALTH | Vision | 93 | December | $9,482 | $943 |
Questions
Who is AL COPELAND INVESTMENTS, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, AL COPELAND INVESTMENTS, LLC's broker of record is MARSH & MCLENNAN AGENCY LLC.
What insurance carrier does AL COPELAND INVESTMENTS, LLC use?
AL COPELAND INVESTMENTS, LLC's benefit plan is written through ZURICH NORTH AMERICAN INSURANCE COMPANY, among 6 disclosed carriers.
When does AL COPELAND INVESTMENTS, LLC's group plan renew?
The most recent Schedule A policy period for AL COPELAND INVESTMENTS, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from AL COPELAND INVESTMENTS, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.