Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$1.3M
- Dental$424K
- Life$416K
- Other$363K
- Long-term disability$338K
- Vision$90K
- +1 more
Filings through .
Sponsor portfolio
Cohen & Co Advisory LLC.
EIN 33-1756852Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
1
$97.5M assets
Welfare
1
$2.2M premiums
Participants
1,942
1350 EUCLID AVENUE, SUITE 800 - CLEVELAND, OH 44115216-579-1040
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.2M premiums / 1,333 covered livesPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
COHEN & COMPANY, LTD. PROFIT SHARING/401(K) PLAN
401(k)
Assets$97.5M
Participants1,077
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
COHEN & CO ADVISORY HEALTH AND WELFARE BENEFIT PLAN
Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$2.2M
Covered lives1,333
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | COHEN & COMPANY, LTD. PROFIT SHARING/401(K) PLAN | 401(k) | $97.5M | 1,077 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | COHEN & CO ADVISORY HEALTH AND WELFARE BENEFIT PLAN | Mixed | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $2.2M | 1,333 | 2025 |
Retirement plans
Welfare plans