Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$211K
- Short-term disability$211K
- Long-term disability$211K
- Other$211K
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
401k
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | COKINOS & YOUNG, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN | 401k | $35.4M | 244 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | COKINOS YOUNG WRAP PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $211K | 159 | 2025 |