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  2. COHNREZNICK LLC
Sponsor portfolio

COHNREZNICK LLC

EIN 22-1478099-accounting-Latest filing 2025
Plans
4
Retirement
1
$751.1M assets
Welfare
3
$13.1M premiums
Participants
14,922
14 SYLVAN WAY 3RD FLOOR - PARSIPPANY, NJ 07054973-364-6688cohnreznick.comLinkedIn5001-10000 employeesaccounting
Plans on this EIN
4 filings
#003401k-$751.1M - 5,420 part#515Mixed-$6.0M - 5,445 lives#525Fully Insured-$3.8M - 5,445 lives#520Mixed-$3.3M - 5,445 lives

Benefits portfolio analytics

3 plans / $13.1M premiums / 16,335 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$9.0M
  • Other$2.7M
  • Life$1.9M
  • Short-term disability$1.8M
  • Long-term disability$1.8M
  • Vision$947K
  • +2 more
Total $13.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
68%top
  • DELTA DENTAL OF CALIFORNIA68%
  • SUN LIFE ASSURANCE COMPANY OF CANADA14%
  • UNITEDHEALTHCARE INSURANCE COMPANY7%
  • AETNA LIFE INSURANCE COMPANY4%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY3%
  • +3 more
Total $13.1M8 slices

Broker market share

Schedule A broker compensation

Split broker
38%top
  • GALLAGHER BENEFIT SERVICES, INC.38%
  • USI INSURANCE SERVICES LLC23%
  • COHNREZNICK BENEFITS CONSULTING14%
  • BENEFITSTORE INC12%
  • ASSUREDPARTNERS7%
  • +2 more
Total $804K7 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

COHNREZNICK LLC 401(K) PROFIT SHARING PLAN

401k

Assets$751.1M
Participants5,420
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#515

COHNREZNICK LLP EMPLOYEE BENEFITS PROGRAM FOR ACTIVE EMPLOYEES

Mixed - DELTA DENTAL OF PENNSYLVANIA

Premiums$6.0M
Covered lives5,445
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#525

COHNREZNICK LLP BENEFITS PROGRAM FOR RETIRED PARTNERS AGE 65 & OVER

Fully Insured - DELTA DENTAL OF PENNSYLVANIA

Premiums$3.8M
Covered lives5,445
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#520

COHNREZNICK LLP BENEFITS PROGRAM FOR RETIRED PARTNERS UNDER AGE 65

Mixed - DELTA DENTAL OF PENNSYLVANIA

Premiums$3.3M
Covered lives5,445
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003COHNREZNICK LLC 401(K) PROFIT SHARING PLAN401k$751.1M5,4202025

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
515COHNREZNICK LLP EMPLOYEE BENEFITS PROGRAM FOR ACTIVE EMPLOYEESMixedDELTA DENTAL OF PENNSYLVANIA$6.0M5,4452024
525COHNREZNICK LLP BENEFITS PROGRAM FOR RETIRED PARTNERS AGE 65 & OVERFully InsuredDELTA DENTAL OF PENNSYLVANIA$3.8M5,4452024
520COHNREZNICK LLP BENEFITS PROGRAM FOR RETIRED PARTNERS UNDER AGE 65MixedDELTA DENTAL OF PENNSYLVANIA$3.3M5,4452024
Retirement plans
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