Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Cox & Company, Inc.
EIN 13-5618975aviation & aerospaceLatest filing 2025
Plans
3
Retirement
2
$119.5M assets
Health & Benefits
1
$1.3M premiums
Participants
951
1664 OLD COUNTRY ROAD - PLAINVIEW, NY 10803212-366-0200coxandco.comLinkedIn201-500 employeesaviation & aerospace
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $119.5M assets / 745 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$78.7M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.3M premiums / 275 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.2M
- Dental$1.2M
- Other$151K
- Vision$142K
- Life$142K
- Long-term disability$142K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#004
COX & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$78.7M
Participants438
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
COX & COMPANY, INC. 401(K) SAVINGS PLAN
401(k)
Assets$40.9M
Participants307
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
COX & COMPANY, INC. WELFARE BENEFIT PLAN
Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$1.3M
Covered lives275
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #004 | COX & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $78.7M | 438 | 2025 |
| #003 | COX & COMPANY, INC. 401(K) SAVINGS PLAN | 401(k) | $40.9M | 307 | 2025 |
- #004 · ESOP · 2025438
- #003 · 401(k) · 2025307
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | COX & COMPANY, INC. WELFARE BENEFIT PLAN | Fully insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $1.3M | 275 | 2025 |
- #501 · Fully insured · CIGNA HEALTH AND LIFE INSURANCE COMPANY · 2025275
Retirement plans
Health & Benefits plans