Assets by plan
Share of aggregate retirement assets
58%top
Sponsor portfolio
COOPER LEVENSON FLEX BENEFIT
EIN 22-1971679financial servicesLatest filing 2025
Plans
3
Retirement
2
$31.1M assets
Welfare
1
$1.5M premiums
Participants
264
1125 ATLANTIC AVE, 3RD FL. - ATLANTIC CITY, NJ 08401609-344-3161LinkedIn1-10 employeesfinancial services
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $31.1M assets / 147 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.5M premiums / 111 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.3M
- Vision$1.3M
- Short-term disability$84K
- Long-term disability$22K
- Life$10K
Carrier market share
Premium dollars by Schedule A carrier
92%top
- AMERIHEALTH INSURANCE COMPANY92%
- STANDARD INSURANCE COMPANY8%
Broker market share
Schedule A broker compensation
83%top
- MARSH & MCLENNAN AGENCY LLC83%
- RICHARD D LAVER13%
- ANTHONY SANTISI4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
COOPER LEVENSON, P.A. 401(K) SAVINGS PLAN 2
401k
Assets$18.1M
Participants82
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
COOPER LEVENSON, P.A. 401(K) SAVINGS PLAN 1
401k
Assets$13.0M
Participants65
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
COOPER LEVENSON PA FLEXIBLE BENEFITS PLAN
Fully Insured - AMERIHEALTH INSURANCE COMPANY
Premiums$1.5M
Covered lives111
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | COOPER LEVENSON, P.A. 401(K) SAVINGS PLAN 2 | 401k | $18.1M | 82 | 2024 | |
| 003 | COOPER LEVENSON, P.A. 401(K) SAVINGS PLAN 1 | 401k | $13.0M | 65 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | COOPER LEVENSON PA FLEXIBLE BENEFITS PLAN | Fully Insured | AMERIHEALTH INSURANCE COMPANY | $1.5M | 111 | 2025 |
Retirement plans
Welfare plans