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Sponsor portfolio

COGENT SOLUTIONS & SUPPLIES

EIN 94-3069449-consumer goods-Latest filing 2025
Plans
2
Retirement
1
$17.8M assets
Welfare
1
$1.7M premiums
Participants
297
3200 REGATTA BOULEVARD, UNIT F - RICHMOND, CA 94804510-307-4242LinkedIn51-200 employeesconsumer goods
Plans on this EIN
2 filings
#001401k-$17.8M - 168 part#501Fully Insured-$1.7M - 208 lives

Benefits portfolio analytics

1 plan / $1.7M premiums / 208 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Prescription drug$1.5M
  • Dental$162K
  • Vision$162K
  • Life$34K
  • Long-term disability$34K
  • +1 more
Total $1.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • CALIFORNIA CHOICE81%
  • PRINCIPAL LIFE INSURANCE COMPANY9%
  • HOMETOWN HEALTH7%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY2%
Total $1.7M4 slices

Broker market share

Schedule A broker compensation

Split broker
69%top
  • ALLIANT INSURANCE SERVICES, INC.69%
  • BEERE & PURVES INC31%
Total $141K2 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

COGENT SOLUTIONS AND SUPPLIES 401(K) PROFIT SHARING PLAN

401k

Assets$17.8M
Participants168
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

COGENT SOLUTIONS & SUPPLIES HEALTH AND WELFARE PLAN

Fully Insured - CALIFORNIACHOICE

Premiums$1.7M
Covered lives208
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001COGENT SOLUTIONS AND SUPPLIES 401(K) PROFIT SHARING PLAN401k$17.8M1682024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501COGENT SOLUTIONS & SUPPLIES HEALTH AND WELFARE PLANFully InsuredCALIFORNIACHOICE$1.7M2082025
Retirement plans
Welfare plans
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