PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Cokinos & Young, a Professional
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Cokinos & Young, a Professional

EIN 76-0288148-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$41.7M assets
Health & Benefits
1
$211K premiums
Participants
356
1221 LAMAR STREET 16TH FLOOR - HOUSTON, TX 770103039713-535-5590
Plans on this EIN
2 filings
#001401(k)-$41.7M - 198 part#501Mixed-$211K - 159 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $211K premiums / 159 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$211K
  • Short-term disability$211K
  • Long-term disability$211K
  • Other$211K
Total $211K4 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

COKINOS & YOUNG, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN

401(k)

Assets$41.7M
Participants198
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

COKINOS YOUNG WRAP PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$211K
Covered lives159
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001COKINOS & YOUNG, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN401(k)$41.7M1982025
  • COKINOS & YOUNG, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN$41.7M
    #001 · 401(k) · 2025198

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501COKINOS YOUNG WRAP PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$211K1592025
  • COKINOS YOUNG WRAP PLAN$211K
    #501 · Mixed · SUN LIFE ASSURANCE COMPANY OF CANADA · 2025159
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica