PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. KOHN PEDERSEN FOX ASSOCIATES, P.C.
Sponsor portfolio

KOHN PEDERSEN FOX ASSOCIATES, P.C.

EIN 13-2862504-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
1
$104.9M assets
Welfare
1
$2.3M premiums
Participants
1,258
11 WEST 42 STREET - NEW YORK, NY 10036212-977-6500LinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$104.9M - 677 part#501Fully Insured-$2.3M - 581 lives

Benefits portfolio analytics

1 plan / $2.3M premiums / 581 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.9M
  • Health$1.3M
  • Dental$1.3M
  • Vision$1.2M
  • Prescription drug$1.2M
  • Short-term disability$304K
  • +2 more
Total $2.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
60%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY60%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA36%
  • NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK5%
Total $2.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
66%top
  • MARSH & MCLENNAN AGENCY LLC66%
  • LOUIS A DECHIARA11%
  • DAVID J HACHEY10%
  • PHILIP T DAVIS10%
  • CHRISTINA E LAWRENCE2%
  • +1 more
Total $299K6 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

KOHN PEDERSEN FOX ASSOCIATES, P. C. 401K EMPLOYEE SAVINGS AND PROFIT SHARING PLAN

401k

Assets$104.9M
Participants677
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KOHN PEDERSEN FOX HEALTH AND WELFARE PLAN

Fully Insured - CIGNA HEALTH & LIFE INSURANCE COMPANY & AFFILIATES

Premiums$2.3M
Covered lives581
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KOHN PEDERSEN FOX ASSOCIATES, P. C. 401K EMPLOYEE SAVINGS AND PROFIT SHARING PLAN401k$104.9M6772024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KOHN PEDERSEN FOX HEALTH AND WELFARE PLANFully InsuredCIGNA HEALTH & LIFE INSURANCE COMPANY & AFFILIATES$2.3M5812024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica