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  1. Companies/
  2. Cole Schotz P.C.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Cole Schotz P.C.

EIN 22-2113414-law practice-Latest filing 2025
Plans
8
Retirement
2
$179.2M assets
Health & Benefits
6
$1.7M premiums
Participants
721
25 MAIN STREET, COURT PLAZA NORTH - HACKENSACK, NJ 07601201-489-3000coleschotz.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
8 filings
#001401(k)-$160.3M - 437 part#002Cash balance-$18.9M - 63 part#504Self-funded-$1.0M - 221 lives#503Fully insured-$324K - 369 lives#601Fully insured-$203K - 538 lives#505Fully insured-$91K - 139 lives#602Fully insured-$43K - 187 lives#501Self-funded-0 lives+2 more plans

Health & Benefits portfolio - carriers, brokers and premium across this company's 6 health and benefits plans.

Retirement portfolio analytics

2 plans aggregated / $179.2M assets / 500 participants

Assets by plan

Share of aggregate retirement assets

  • PROFIT-SHARING AND 401(K) (#001)$160.3M
  • P. C. PENSION (#002)$18.9M
Total $179.2MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PROFIT-SHARING AND 401(K) (#001)437
  • P. C. PENSION (#002)63
Total 500Select a row to open it

Benefits portfolio analytics

6 plans / $1.7M premiums / 1,454 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$415K
  • Other$415K
  • Long-term disability$324K
  • Dental$203K
  • Vision$43K
Total $661K5 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

COLE SCHOTZ P. C. PROFIT-SHARING AND 401(K) PLAN PROFIT-SHARING AND 401(K) PLAN

401(k)

Assets$160.3M
Participants437
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

COLE SCHOTZ P. C. PENSION PLAN

Cash balance

Assets$18.9M
Participants63
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#504

AETNA LIFE INSURANCE COMPANY

Self-funded - AETNA LIFE INSURANCE COMPANY

Premiums$1.0M
Covered lives221
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503

COLE SCHOTZ P.C. LIFE AND DISABILITY PLAN

Fully insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$324K
Covered lives369
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#601

COLE SCHOTZ P.C. DENTAL PLAN

Fully insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$203K
Covered lives538
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#505

COLE SCHOTZ P.C. LIFE AND AD&D PLAN

Fully insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$91K
Covered lives139
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#602

COLE SCHOTZ P.C. VISION PLAN

Fully insured - VISION SERVICE PLAN

Premiums$43K
Covered lives187
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501

COLE SCHOTZ P.C. CAFETERIA PLAN

Self-funded

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001COLE SCHOTZ P. C. PROFIT-SHARING AND 401(K) PLAN PROFIT-SHARING AND 401(K) PLAN401(k)$160.3M4372025
#002COLE SCHOTZ P. C. PENSION PLANCash balance$18.9M632025
  • COLE SCHOTZ P. C. PROFIT-SHARING AND 401(K) PLAN PROFIT-SHARING AND 401(K) PLAN$160.3M
    #001 · 401(k) · 2025437
  • COLE SCHOTZ P. C. PENSION PLAN$18.9M
    #002 · Cash balance · 202563

Health & Benefits plans

6 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#504AETNA LIFE INSURANCE COMPANYSelf-fundedAETNA LIFE INSURANCE COMPANY$1.0M2212024
#503COLE SCHOTZ P.C. LIFE AND DISABILITY PLANFully insuredUNUM LIFE INSURANCE COMPANY OF AMERICA$324K3692025
#601COLE SCHOTZ P.C. DENTAL PLANFully insuredMETROPOLITAN LIFE INSURANCE COMPANY$203K5382025
#505COLE SCHOTZ P.C. LIFE AND AD&D PLANFully insuredUNUM LIFE INSURANCE COMPANY OF AMERICA$91K1392025
#602COLE SCHOTZ P.C. VISION PLANFully insuredVISION SERVICE PLAN$43K1872025
#501COLE SCHOTZ P.C. CAFETERIA PLANSelf-funded-$002025
  • AETNA LIFE INSURANCE COMPANY$1.0M
    #504 · Self-funded · AETNA LIFE INSURANCE COMPANY · 2024221
  • COLE SCHOTZ P.C. LIFE AND DISABILITY PLAN$324K
    #503 · Fully insured · UNUM LIFE INSURANCE COMPANY OF AMERICA · 2025369
  • COLE SCHOTZ P.C. DENTAL PLAN$203K
    #601 · Fully insured · METROPOLITAN LIFE INSURANCE COMPANY · 2025538
  • COLE SCHOTZ P.C. LIFE AND AD&D PLAN$91K
    #505 · Fully insured · UNUM LIFE INSURANCE COMPANY OF AMERICA · 2025139
  • COLE SCHOTZ P.C. VISION PLAN$43K
    #602 · Fully insured · VISION SERVICE PLAN · 2025187
  • COLE SCHOTZ P.C. CAFETERIA PLAN$0
    #501 · Self-funded · 20250
Retirement plans
Health & Benefits plans

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  2. Benefits analytics
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  5. Health & Benefits plans
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