Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.4M
- Prescription drug$2.4M
- Other$168K
- Dental$113K
- Life$112K
- Short-term disability$112K
- +2 more
Sponsor portfolio
COHEN ESREY REAL ESTATE SERVICES, LLC
EIN 20-8121236real estateLatest filing 2025
Plans
2
Retirement
1
$4.9M assets
Welfare
1
$2.7M premiums
Participants
482
8500 SHAWNEE MISSION PKWY, STE. 150 - MERRIAM, KS 66202913-671-3300cohenesrey.comLinkedIn201-500 employeesreal estate
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.7M premiums / 433 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- UNITEDHEALTHCARE INSURANCE COMPANY88%
- AMERITAS LIFE INSURANCE CORP.4%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY4%
- METROPOLITAN LIFE INSURANCE COMPANY2%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
100%top
- LOCKTON COMPANIES, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
COHEN-ESREY LLC 401K PLAN
401k
Assets$4.9M
Participants285
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
COHEN ESREY GROUP BENEFIT PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$2.7M
Covered lives433
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | COHEN-ESREY LLC 401K PLAN | 401k | $4.9M | 285 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | COHEN ESREY GROUP BENEFIT PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $2.7M | 433 | 2025 |
Retirement plans
Welfare plans