Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
COX & COMPANY, INC.
EIN 13-5618975aviation & aerospaceLatest filing 2025
Plans
3
Retirement
2
$101.5M assets
Welfare
1
$1.3M premiums
Participants
943
1664 OLD COUNTRY ROAD - PLAINVIEW, NY 11803212-366-0200coxandco.comLinkedIn201-500 employeesaviation & aerospace
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $101.5M assets / 737 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
64%top
- (Not disclosed)64%
- JOHN HANCOCK LIFE INSURANCE COMPANY36%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.3M premiums / 275 covered livesCoverage 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
Carrier market share
Premium dollars by Schedule A carrier
88%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY88%
- METROPOLITAN LIFE INSURANCE COMPANY12%
Broker market share
Schedule A broker compensation
100%top
- ASSUREDPARTNERS100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
COX & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$64.8M
Participants437
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
COX & COMPANY, INC. 401(K) SAVINGS PLAN
401k
Assets$36.6M
Participants300
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
COX & COMPANY, INC. WELFARE BENEFIT PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$1.3M
Covered lives275
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | COX & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $64.8M | 437 | 2024 | |
| 003 | COX & COMPANY, INC. 401(K) SAVINGS PLAN | 401k | $36.6M | 300 | 2024 |
Welfare plans1
| 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 |
Retirement plans
Welfare plans