Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
COZEN O'CONNOR
EIN 23-1732832law practiceLatest filing 2025
Plans
6
Retirement
5
$857.0M assets
Welfare
1
$4.9M premiums
Participants
5,594
ONE LIBERTY PLACE, 1650 MARKET STREET - PHILADELPHIA, PA 19103215-665-2000cozen.comLinkedIn1001-5000 employeeslaw practice
Retirement portfolio analytics
5 plans aggregated / $857.0M assets / 3,751 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
95%top
- T ROWE PRICE RPS INC95%
- (Not disclosed)5%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $4.9M premiums / 1,819 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$4.8M
- Other$4.8M
- Long-term disability$4.3M
- Vision$75K
Carrier market share
Premium dollars by Schedule A carrier
98%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA98%
- BLUE CROSS OF CALIFORNIA2%
Broker market share
Schedule A broker compensation
100%top
- TRIBEN INSURANCE SOLUTIONS INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
COZEN OCONNOR PROFIT SHARING PLAN A
401k
Assets$750.8M
Participants2,050
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
COZEN OCONNOR PROFIT SHARING PLAN B
ProfitSharing
Assets$39.6M
Participants787
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
COZEN OCONNOR ASSOCIATES 401(K) PLAN AND TRUST
401k
Assets$28.0M
Participants504
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
COZEN O'CONNOR CASH BALANCE PLAN B
CashBalance
Assets$19.3M
Participants205
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
COZEN O'CONNOR CASH BALANCE PLAN A
CashBalance
Assets$19.3M
Participants205
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
COZEN O'CONNOR GROUP BENEFITS PLAN
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$4.9M
Covered lives1,819
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans5
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | COZEN OCONNOR PROFIT SHARING PLAN A | 401k | $750.8M | 2,050 | 2024 | |
| 005 | COZEN OCONNOR PROFIT SHARING PLAN B | ProfitSharing | $39.6M | 787 | 2024 | |
| 002 | COZEN OCONNOR ASSOCIATES 401(K) PLAN AND TRUST | 401k | $28.0M | 504 | 2024 | |
| 004 | COZEN O'CONNOR CASH BALANCE PLAN B | CashBalance | $19.3M | 205 | 2024 | |
| 003 | COZEN O'CONNOR CASH BALANCE PLAN A | CashBalance | $19.3M | 205 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | COZEN O'CONNOR GROUP BENEFITS PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $4.9M | 1,819 | 2025 |
Retirement plans
Welfare plans