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Sponsor portfolio

COHEN & COMPANY ENTERPRISES, LTD.

EIN 34-1912961-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
1
$5.2M assets
Welfare
1
$2.0M premiums
Participants
855
1350 EUCLID AVENUE, SUITE 800 - CLEVELAND, OH 44115216-579-1040
Plans on this EIN
2 filings
#001CashBalance-$5.2M - 66 part#502Mixed-$2.0M - 1,203 lives

Benefits portfolio analytics

1 plan / $2.0M premiums / 1,203 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$1.2M
  • Other$397K
  • Life$377K
  • Dental$355K
  • Long-term disability$310K
  • Vision$76K
  • +1 more
Total $2.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY58%
  • SUN LIFE ASSURANCE COMPANY OF CANADA20%
  • DELTA DENTAL OF CALIFORNIA18%
  • VISION SERVICE PLAN4%
Total $2.0M4 slices

Broker market share

Schedule A broker compensation

Split broker
65%top
  • RISK STRATEGIES COMPANY65%
  • DMC BENEFITS INC35%
Total $54K2 slices

Plan 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 ENTERPRISES, LTD. CASH BALANCE PLAN

CashBalance

Assets$5.2M
Participants66
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

COHEN & COMPANY HEALTH AND WELFARE BENEFIT PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$2.0M
Covered lives1,203
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001COHEN & COMPANY ENTERPRISES, LTD. CASH BALANCE PLANCashBalance$5.2M662024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502COHEN & COMPANY HEALTH AND WELFARE BENEFIT PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY$2.0M1,2032024
Retirement plans
Welfare plans
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