PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Cohen Ventures, Inc Dba Energy Solutions
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Cohen Ventures, Inc Dba Energy Solutions

EIN 94-3374199-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
5
Retirement
2
$138.2M assets
Health & Benefits
3
$6.1M premiums
Participants
1,886
449 15TH STREET, SUITE 400 - OAKLAND, CA 94612510-482-4420
Plans on this EIN
5 filings
#003ESOP-$78.6M - 634 part#002401(k)-$59.6M - 717 part#501Fully insured-$6.1M - 792 lives#502Fully insured-$11K - 238 lives#503Mixed-$3K - 243 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.

Retirement portfolio analytics

2 plans aggregated / $138.2M assets / 1,351 participants

Assets by plan

Share of aggregate retirement assets

  • EMPLOYEE STOCK OWNERSHIP (#003)$78.6M
  • PROFIT SHARING PLAN (#002)$59.6M
Total $138.2MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)717
  • EMPLOYEE STOCK OWNERSHIP (#003)634
Total 1,351Select a row to open it

Benefits portfolio analytics

3 plans / $6.1M premiums / 1,273 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.5M
  • Prescription drug$5.5M
  • Dental$345K
  • Long-term disability$85K
  • Vision$79K
  • Life$75K
  • +2 more
Total $6.1M8 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#003

COHEN VENTURES, INC. DBA ENERGY SOLUTIONS EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$78.6M
Participants634
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

ENERGY SOLUTIONS 401(K) PROFIT SHARING PLAN

401(k)

Assets$59.6M
Participants717
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

COHEN VENTURES DBA ENERGY SOLUTIONS HEALTH AND WELFARE PLAN

Fully insured - BLUE SHIELD OF CALIFORNIA

Premiums$6.1M
Covered lives792
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502

ENERGY SOLUTIONS VOLUNTARY LIFE PLAN

Fully insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$11K
Covered lives238
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503

ENERGY SOLUTIONS VOLUNTARY AD&D PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$3K
Covered lives243
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#003COHEN VENTURES, INC. DBA ENERGY SOLUTIONS EMPLOYEE STOCK OWNERSHIP PLANESOP$78.6M6342025
#002ENERGY SOLUTIONS 401(K) PROFIT SHARING PLAN401(k)$59.6M7172025
  • COHEN VENTURES, INC. DBA ENERGY SOLUTIONS EMPLOYEE STOCK OWNERSHIP PLAN$78.6M
    #003 · ESOP · 2025634
  • ENERGY SOLUTIONS 401(K) PROFIT SHARING PLAN$59.6M
    #002 · 401(k) · 2025717

Health & Benefits plans

3 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501COHEN VENTURES DBA ENERGY SOLUTIONS HEALTH AND WELFARE PLANFully insuredBLUE SHIELD OF CALIFORNIA$6.1M7922025
#502ENERGY SOLUTIONS VOLUNTARY LIFE PLANFully insuredLIFE INSURANCE COMPANY OF NORTH AMERICA$11K2382024
#503ENERGY SOLUTIONS VOLUNTARY AD&D PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$3K2432024
  • COHEN VENTURES DBA ENERGY SOLUTIONS HEALTH AND WELFARE PLAN$6.1M
    #501 · Fully insured · BLUE SHIELD OF CALIFORNIA · 2025792
  • ENERGY SOLUTIONS VOLUNTARY LIFE PLAN$11K
    #502 · Fully insured · LIFE INSURANCE COMPANY OF NORTH AMERICA · 2024238
  • ENERGY SOLUTIONS VOLUNTARY AD&D PLAN$3K
    #503 · Mixed · LIFE INSURANCE COMPANY OF NORTH AMERICA · 2024243
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. 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