Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$658K
- Dental$286K
- Life$167K
- Short-term disability$167K
- Other$167K
- Vision$22K
Sponsor portfolio
COGENCY GLOBAL, INC.
EIN 13-3246732legal servicesLatest filing 2025
Plans
2
Retirement
1
$48.2M assets
Welfare
1
$1.1M premiums
Participants
860
122 E 42ND STREET, 18TH FLOOR - NEW YORK, NY 10168800-221-0102cogencyglobal.comLinkedIn201-500 employeeslegal services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.1M premiums / 440 covered livesCarrier market share
Premium dollars by Schedule A carrier
30%top
- BERKLEY LIFE AND HEALTH INSURANCE COMPANY30%
- HCC LIFE INSURANCE COMPANY28%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA25%
- SUN LIFE ASSURANCE COMPANY OF CANADA15%
- EYEMED VISION CARE2%
Broker market share
Schedule A broker compensation
96%top
- HILB GROUP OF NEW ENGLAND96%
- ASSUREDPARTNERS4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
COGENCY GLOBAL, INC. 401(K) PLAN
401k
Assets$48.2M
Participants452
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
COGENCY GLOBAL, INC. EMPLOYEE BENEFITS PLAN
Mixed - BERKLEY LIFE AND HEALTH INSURANCE CO.
Premiums$1.1M
Covered lives440
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | COGENCY GLOBAL, INC. 401(K) PLAN | 401k | $48.2M | 452 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | COGENCY GLOBAL, INC. EMPLOYEE BENEFITS PLAN | Mixed | BERKLEY LIFE AND HEALTH INSURANCE CO. | $1.1M | 440 | 2024 |
Retirement plans
Welfare plans