Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.3M
- Dental$2.3M
- Vision$2.3M
- Prescription drug$2.3M
- Life$200K
- Long-term disability$200K
- +1 more
Sponsor portfolio
KLEINBERG KAPLAN WOLFF & COHEN, P.C.
EIN 13-2832785law practiceLatest filing 2025
Plans
2
Retirement
1
$122.2M assets
Welfare
1
$2.5M premiums
Participants
244
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.5M premiums / 167 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- AETNA LIFE INSURANCE COMPANY92%
- UNUM LIFE INSURANCE COMPANY OF AMERICA8%
Broker market share
Schedule A broker compensation
69%top
- USI INSURANCE SERVICES LLC69%
- ASSUREDPARTNERS31%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
KLEINBERG, KAPLAN, WOLFF & COHEN, P.C. 401(K) PROFIT SHARING PLAN
401k
Assets$122.2M
Participants142
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
KLEINBERG, KAPLAN, WOLFF & COHEN, PC HEALTH AND WELFARE PLAN
Mixed - AETNA LIFE INSURANCE COMPANY
Premiums$2.5M
Covered lives167
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KLEINBERG, KAPLAN, WOLFF & COHEN, P.C. 401(K) PROFIT SHARING PLAN | 401k | $122.2M | 142 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | KLEINBERG, KAPLAN, WOLFF & COHEN, PC HEALTH AND WELFARE PLAN | Mixed | AETNA LIFE INSURANCE COMPANY | $2.5M | 167 | 2025 |
Retirement plans
Welfare plans