PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Cogency Global, Inc.
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Cogency Global, Inc.

EIN 13-3246732-legal services-Latest filing 2025
Plans
2
Retirement
1
$48.2M assets
Health & Benefits
1
$1.2M premiums
Participants
906
122 E 42ND STREET, 18TH FLOOR - NEW YORK, NY 10168800-221-0102cogencyglobal.comLinkedIn201-500 employeeslegal services
Plans on this EIN
2 filings
#003401(k)-$48.2M - 452 part#501Mixed-$1.2M - 465 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $1.2M premiums / 465 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$819K
  • Dental$296K
  • Life$59K
  • Short-term disability$59K
  • Other$59K
  • Vision$26K
Total $1.2M6 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#003

COGENCY GLOBAL, INC. 401(K) PLAN

401(k)

Assets$48.2M
Participants452
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

COGENCY GLOBAL, INC. EMPLOYEE BENEFITS PLAN

Mixed - HCC LIFE INSURANCE COMPANY

Premiums$1.2M
Covered lives465
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#003COGENCY GLOBAL, INC. 401(K) PLAN401(k)$48.2M4522025
  • COGENCY GLOBAL, INC. 401(K) PLAN$48.2M
    #003 · 401(k) · 2025452

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501COGENCY GLOBAL, INC. EMPLOYEE BENEFITS PLANMixedHCC LIFE INSURANCE COMPANY$1.2M4652025
  • COGENCY GLOBAL, INC. EMPLOYEE BENEFITS PLAN$1.2M
    #501 · Mixed · HCC LIFE INSURANCE COMPANY · 2025465
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica