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Sponsor portfolio

THE COOLEY GROUP

EIN 05-0124330-Latest filing 2025
Plans
2
Retirement
1
$21.1M assets
Welfare
1
$2.3M premiums
Participants
447
50 ESTEN AVENUE - PAWTUCKET, RI 02860401-721-6209
Plans on this EIN
2 filings
#003401k-$21.1M - 254 part#501Fully Insured-$2.3M - 258 lives

Benefits portfolio analytics

1 plan / $2.3M premiums / 258 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.0M
  • Dental$121K
  • Other$50K
  • Long-term disability$46K
  • Life$45K
  • Vision$15K
Total $2.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • DELTA DENTAL OF CALIFORNIA6%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY4%
  • MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY0%
  • C3 WELLBEING0%
  • +1 more
Total $2.3M6 slices

Broker market share

Schedule A broker compensation

Split broker
60%top
  • STARKWEATHER & SHEPLEY, INC.60%
  • JAMES MONIZ JR32%
  • MONIZ BENEFITS GROUP, INC.7%
  • RICHARD A ST JEAN1%
  • BENJAMIN J. HADSELL, JR.0%
  • +1 more
Total $72K6 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

COOLEY, INC. SAVINGS PLAN

401k

Assets$21.1M
Participants254
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE COOLEY GROUP EMPLOYEE BENEFITS PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF RHODE ISLAND

Premiums$2.3M
Covered lives258
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003COOLEY, INC. SAVINGS PLAN401k$21.1M2542024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE COOLEY GROUP EMPLOYEE BENEFITS PLANFully InsuredBLUE CROSS BLUE SHIELD OF RHODE ISLAND$2.3M2582025
Retirement plans
Welfare plans
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