Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$321K
- Dental$312K
- Other$26K
- Vision$17K
- Life$17K
- Short-term disability$9K
Sponsor portfolio
COHN & GREGORY SUPPLY LLC
EIN 81-2964097wholesaleLatest filing 2024
Plans
2
Retirement
1
$7.1M assets
Welfare
1
$338K premiums
Participants
172
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $338K premiums / 236 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- BLUE CROSS OF CALIFORNIA92%
- DEARBORN LIFE INSURANCE COMPANY5%
- AFLAC3%
Broker market share
Schedule A broker compensation
93%top
- HIGGINBOTHAM INS AGENCY INC93%
- KERI NORTON3%
- KIMBERLY K DIXON1%
- JASON ROBERTS1%
- LINDA WILKINS0%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
COHN & GREGORY 401(K) PLAN
401k
Assets$7.1M
Participants172
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
COHN & GREGORY SUPPLY, LLC WRAP PLAN
Fully Insured - BLUECROSS BLUESHIELD OF TEXAS
Premiums$338K
Covered lives236
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | COHN & GREGORY 401(K) PLAN | 401k | $7.1M | 172 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | COHN & GREGORY SUPPLY, LLC WRAP PLAN | Fully Insured | BLUECROSS BLUESHIELD OF TEXAS | $338K | 236 | 2024 |
Retirement plans
Welfare plans