Plan #	Name	Funding	Carrier	Premiums	Covered	Latest year
515	COHNREZNICK ADVISORS, LLC EMPLOYEE BENEFITS PROGRAM FOR ACTIVE EMPLOYEES	Mixed	DELTA DENTAL OF PENNSYLVANIA	$5.7M	5,327	2025
525	COHNREZNICK ADVISORY LLC BENEFITS PROGRAM FOR RETIRED PARTNERS AGE 65 & OVER	Fully Insured	DELTA DENTAL OF PENNSYLVANIA	$3.8M	5,327	2025
520	COHNREZNICK ADVISORY LLC BENEFITS PROGRAM FOR RETIRED PARTNERS UNDER AGE 65	Mixed	DELTA DENTAL OF PENNSYLVANIA	$3.3M	5,327	2025

Welfare plans

Sponsor portfolio

COHNREZNICK ADVISORY LLC

EIN 33-3709623Latest filing 2025

Plans

Retirement

Welfare

$12.8M premiums

Participants

9,110

14 SYLVAN WAY, 3RD FLOOR - PARSIPPANY, NJ 07054212-297-0400

Plans on this EIN

3 filings

#515Mixed-$5.7M - 5,327 lives #525Fully Insured-$3.8M - 5,327 lives #520Mixed-$3.3M - 5,327 lives

Benefits portfolio analytics

3 plans / $12.8M premiums / 15,981 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Dental$8.9M
Other$2.4M
Life$1.7M
Long-term disability$1.6M
Vision$892K
Prescription drug$343K
+1 more

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

70%top

DELTA DENTAL OF CALIFORNIA70%
SUN LIFE ASSURANCE COMPANY OF CANADA13%
UNITEDHEALTHCARE INSURANCE COMPANY7%
AETNA LIFE INSURANCE COMPANY4%
CIGNA HEALTH AND LIFE INSURANCE COMPANY3%
+3 more

Broker market share

Schedule A broker compensation

Split broker

94%top

GALLAGHER BENEFIT SERVICES, INC.94%
AMWINS5%
BENEFITSTORE INC1%
USI INSURANCE SERVICES LLC0%
ACRISURE LLC0%

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.

Welfare#515

COHNREZNICK ADVISORS, LLC EMPLOYEE BENEFITS PROGRAM FOR ACTIVE EMPLOYEES

Mixed - DELTA DENTAL OF PENNSYLVANIA

Premiums$5.7M

Covered lives5,327

Inside the deep dive

Premium breakdownCarriersBrokersCoverage stats

Open plan deep dive

Welfare#525