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Sponsor portfolio

COCHENER GARVEY CAPITAL PARTNERS, INC.

EIN 46-1135561-investment management-Latest filing 2024
Plans
2
Retirement
1
$20.6M assets
Welfare
1
$2.1M premiums
Participants
653
423 E DOUGLAS AVE - WICHITA, KS 67202316-691-4510cgcpi.comLinkedIn201-500 employeesinvestment management
Plans on this EIN
2 filings
#002401k-$20.6M - 410 part#501Fully Insured-$2.1M - 239 lives

Benefits portfolio analytics

1 plan / $2.1M premiums / 239 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Prescription drug$1.8M
  • Dental$1.2M
  • Vision$1.1M
  • Other$222K
  • Life$189K
  • +2 more
Total $2.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • BLUE CROSS OF CALIFORNIA86%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY9%
  • DELTA DENTAL OF CALIFORNIA3%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY2%
  • SURENCY LIFE AND HEALTH1%
Total $2.1M5 slices

Broker market share

Schedule A broker compensation

Split broker
71%top
  • BROWN & BROWN INSURANCE SERVICES71%
  • HAYS COMPANIES, INC.21%
  • USI INSURANCE SERVICES LLC3%
  • DANE PAPE2%
  • RHONDA S PAPE2%
  • +3 more
Total $67K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

COCHENER GARVEY EMPLOYEE'S 401(K) PLAN

401k

Assets$20.6M
Participants410
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

COCHENER GARVEY FLEXIBLE BENEFIT PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF ALABAMA

Premiums$2.1M
Covered lives239
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002COCHENER GARVEY EMPLOYEE'S 401(K) PLAN401k$20.6M4102024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501COCHENER GARVEY FLEXIBLE BENEFIT PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF ALABAMA$2.1M2392024
Retirement plans
Welfare plans
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