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COHEN VENTURES DBA ENERGY SOLUTIONS

EIN 94-3374199-Latest filing 2025
Plans
5
Retirement
2
$116.5M assets
Welfare
3
$6.1M premiums
Participants
1,778
449 15TH STREET, #400 - OAKLAND, CA 94612510-482-4420
Plans on this EIN
5 filings
#003ESOP-$70.2M - 580 part#002401k-$46.3M - 663 part#501Fully Insured-$6.1M - 792 lives#502Fully Insured-$11K - 238 lives#503Mixed-$3K - 243 lives

Retirement portfolio analytics

2 plans aggregated / $116.5M assets / 1,243 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • EMPLOYEE STOCK OWNERSHIP (#003)60%
  • PROFIT SHARING PLAN (#002)40%
Total $116.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)663
  • EMPLOYEE STOCK OWNERSHIP (#003)580
Total 1,243Click row to drill in

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • BLUE CROSS OF CALIFORNIA88%
  • DELTA DENTAL OF CALIFORNIA6%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA4%
  • KAISER FOUNDATION HEALTH PLAN INC2%
  • VISION SERVICE PLAN1%
Total $6.1M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • EDGEWOOD PARTNERS INSURANCE CENTER100%
Total $348K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

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

ESOP

Assets$70.2M
Participants580
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ENERGY SOLUTIONS 401(K) PROFIT SHARING PLAN

401k

Assets$46.3M
Participants663
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

COHEN VENTURES DBA ENERGY SOLUTIONS HEALTH AND WELFARE PLAN

Fully Insured - BLUE SHIELD OF CALIFORNIA

Premiums$6.1M
Covered lives792
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

ENERGY SOLUTIONS VOLUNTARY LIFE PLAN

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$11K
Covered lives238
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

ENERGY SOLUTIONS VOLUNTARY AD&D PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$3K
Covered lives243
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003COHEN VENTURES, INC. DBA ENERGY SOLUTIONS EMPLOYEE STOCK OWNERSHIP PLANESOP$70.2M5802024
002ENERGY SOLUTIONS 401(K) PROFIT SHARING PLAN401k$46.3M6632024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest 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
Retirement plans
Welfare plans
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