Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.8M
- Other$348K
- Dental$340K
- Vision$340K
- Life$340K
- Short-term disability$340K
- +1 more
Filings through .
Phillips & Cohen Associates, Ltd
EIN 22-3527610financial servicesLatest filing 2025
Plans
2
Retirement
1
$13.6M assets
Health & Benefits
1
$3.1M premiums
Participants
566
1002 JUSTISON STREET - WILMINGTON, DE 19801888-608-1766phillips-cohen.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $3.1M premiums / 491 covered lives
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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
PHILLIPS & COHEN ASSOCIATES 401(K) PLAN
401(k)
Assets$13.6M
Participants328
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
PHILLIPS & COHEN ASSOCIATES, LTD. VISION PLAN
Fully insured - HIGHMARK DELAWARE
Premiums$3.1M
Covered lives491
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | PHILLIPS & COHEN ASSOCIATES 401(K) PLAN | 401(k) | $13.6M | 328 | 2025 |
- #001 · 401(k) · 2025328
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | PHILLIPS & COHEN ASSOCIATES, LTD. VISION PLAN | Fully insured | HIGHMARK DELAWARE | $3.1M | 491 | 2025 |
- #501 · Fully insured · HIGHMARK DELAWARE · 2025491
Retirement plans
Health & Benefits plans