Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.0M
- Dental$265K
- Vision$265K
- Life$265K
- Short-term disability$265K
- Long-term disability$265K
- +1 more
Sponsor portfolio
PHILLIPS & COHEN ASSOCIATES, LTD
EIN 22-3527610financial servicesLatest filing 2024
Plans
2
Retirement
1
$10.8M assets
Welfare
1
$2.3M premiums
Participants
653
1002 JUSTISON STREET - WILMINGTON, DE 19801888-608-1766phillips-cohen.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.3M premiums / 370 covered livesCarrier market share
Premium dollars by Schedule A carrier
87%top
- BLUE CROSS OF CALIFORNIA87%
- METROPOLITAN LIFE INSURANCE COMPANY13%
Broker market share
Schedule A broker compensation
95%top
- LOCKTON COMPANIES, LLC95%
- ENROLLEASE5%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PHILLIPS & COHEN ASSOCIATES 401(K) PLAN
401k
Assets$10.8M
Participants283
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PHILLIPS & COHEN ASSOCIATES, LTD. VISION PLAN
Fully Insured - HIGHMARK DELAWARE
Premiums$2.3M
Covered lives370
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PHILLIPS & COHEN ASSOCIATES 401(K) PLAN | 401k | $10.8M | 283 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PHILLIPS & COHEN ASSOCIATES, LTD. VISION PLAN | Fully Insured | HIGHMARK DELAWARE | $2.3M | 370 | 2024 |
Retirement plans
Welfare plans