PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. COHEN & STEERS CAPITAL MANAGEMENT, INC.
Sponsor portfolio

COHEN & STEERS CAPITAL MANAGEMENT, INC.

EIN 13-3353336-investment management-Latest filing 2025
Plans
2
Retirement
1
$183.6M assets
Welfare
1
$7.7M premiums
Participants
1,333
1166 AVENUE OF THE AMERICAS - NEW YORK, NY 100362774212-832-3232LinkedIn1-10 employeesinvestment management
Plans on this EIN
2 filings
#001401k-$183.6M - 584 part#502Fully Insured-$7.7M - 594 lives

Benefits portfolio analytics

1 plan / $7.7M premiums / 594 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.8M
  • Prescription drug$6.8M
  • Dental$507K
  • Other$320K
  • Life$307K
  • Short-term disability$230K
  • +2 more
Total $7.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY95%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA4%
  • EYEMED VISION CARE1%
  • AFLAC0%
Total $7.7M4 slices

Broker market share

Schedule A broker compensation

Split broker
64%top
  • MJ INSURANCE64%
  • WILLIS TOWERS WATSON US LLC36%
Total $3K2 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

COHEN & STEERS CAPITAL MANAGEMENT, INC. 401(K) EMPLOYEE SAVINGS & PROFIT SHARING PLAN

401k

Assets$183.6M
Participants584
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

COHEN & STEERS CAPITAL MANAGEMENT, INC. WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$7.7M
Covered lives594
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001COHEN & STEERS CAPITAL MANAGEMENT, INC. 401(K) EMPLOYEE SAVINGS & PROFIT SHARING PLAN401k$183.6M5842025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502COHEN & STEERS CAPITAL MANAGEMENT, INC. WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$7.7M5942025
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