Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
COLE SCHOTZ P.C.
EIN 22-2113414law practiceLatest filing 2025
Plans
8
Retirement
2
$149.5M assets
Welfare
6
$1.7M premiums
Participants
687
COURT PLAZA NORTH, 25 MAIN ST FL 3 - HACKENSACK, NJ 076017015201-525-6345coleschotz.comLinkedIn201-500 employeeslaw practice
Retirement portfolio analytics
2 plans aggregated / $149.5M assets / 466 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
6 plans / $1.7M premiums / 1,454 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$415K
- Other$415K
- Long-term disability$324K
- Dental$203K
- Vision$43K
Carrier market share
Premium dollars by Schedule A carrier
63%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA63%
- METROPOLITAN LIFE INSURANCE COMPANY31%
- VISION SERVICE PLAN7%
Broker market share
Schedule A broker compensation
49%top
- SENTINEL FINANCIAL SOLUTIONS49%
- ZINN, ROBERT M20%
- MERCER HEALTH AND BENEFITS, LLC15%
- JAMES R NELLIGAN & ASSOCIATES LLC8%
- MATARAZZO, LEOPOLDO D.5%
- +2 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
COLE SCHOTZ P. C. PROFIT-SHARING AND 401(K) PLAN
401k
Assets$136.5M
Participants406
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
COLE SCHOTZ P. C. PENSION PLAN
CashBalance
Assets$13.0M
Participants60
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
AETNA LIFE INSURANCE COMPANY
Self Funded - AETNA LIFE INSURANCE COMPANY
Premiums$1.0M
Covered lives221
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
COLE SCHOTZ P.C. LIFE AND DISABILITY PLAN
Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$324K
Covered lives369
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#601
COLE SCHOTZ P.C. DENTAL PLAN
Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$203K
Covered lives538
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
COLE SCHOTZ P.C. LIFE AND AD&D PLAN
Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$91K
Covered lives139
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#602
COLE SCHOTZ P.C. VISION PLAN
Fully Insured - VISION SERVICE PLAN
Premiums$43K
Covered lives187
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
COLE SCHOTZ P.C. CAFETERIA PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | COLE SCHOTZ P. C. PROFIT-SHARING AND 401(K) PLAN | 401k | $136.5M | 406 | 2024 | |
| 002 | COLE SCHOTZ P. C. PENSION PLAN | CashBalance | $13.0M | 60 | 2024 |
Welfare plans6
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | AETNA LIFE INSURANCE COMPANY | Self Funded | AETNA LIFE INSURANCE COMPANY | $1.0M | 221 | 2024 | |
| 503 | COLE SCHOTZ P.C. LIFE AND DISABILITY PLAN | Fully Insured | UNUM LIFE INSURANCE COMPANY OF AMERICA | $324K | 369 | 2025 | |
| 601 | COLE SCHOTZ P.C. DENTAL PLAN | Fully Insured | METROPOLITAN LIFE INSURANCE COMPANY | $203K | 538 | 2025 | |
| 505 | COLE SCHOTZ P.C. LIFE AND AD&D PLAN | Fully Insured | UNUM LIFE INSURANCE COMPANY OF AMERICA | $91K | 139 | 2025 | |
| 602 | COLE SCHOTZ P.C. VISION PLAN | Fully Insured | VISION SERVICE PLAN | $43K | 187 | 2025 | |
| 501 | COLE SCHOTZ P.C. CAFETERIA PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans