PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. COX, CASTLE & NICHOLSON LLP
Sponsor portfolio

COX, CASTLE & NICHOLSON LLP

EIN 95-2547124-law practice-Latest filing 2024
Plans
6
Retirement
4
$291.6M assets
Welfare
2
$4.2M premiums
Participants
843
2029 CENTURY PARK EAST, SUITE 2100 - LOS ANGELES, CA 900673007310-284-2180coxcastle.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
6 filings
#003401k-$269.9M - 248 part#006CashBalance-$11.7M - 62 part#005401k-$9.8M - 68 part#004CashBalance-$76K - 0 part#501Fully Insured-$4.0M - 227 lives#502Fully Insured-$191K - 231 lives

Retirement portfolio analytics

4 plans aggregated / $291.6M assets / 378 participants

Assets by plan

Share of aggregate retirement assets

93%top
  • LLP RETIREMENT PLAN (#003)93%
  • DEFINED BENEFIT PLAN (#006)4%
  • LLP RETIREMENT Savings (#005)3%
  • CASH BALANCE PENSION (#004)0%
Total $291.6MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
93%top
  • ONEDIGITAL INVESTMENT ADVISORS LLC93%
  • (Not disclosed)7%
Total $291.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LLP RETIREMENT PLAN (#003)248
  • LLP RETIREMENT Savings (#005)68
  • DEFINED BENEFIT PLAN (#006)62
Total 378Click row to drill in

Benefits portfolio analytics

2 plans / $4.2M premiums / 458 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.5M
  • Dental$3.5M
  • Prescription drug$3.5M
  • Other$644K
  • Life$310K
  • Long-term disability$191K
  • +1 more
Total $4.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY84%
  • SUN LIFE ASSURANCE COMPANY OF CANADA7%
  • METROPOLITAN LIFE INSURANCE COMPANY5%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
  • VISION SERVICE PLAN1%
Total $4.2M5 slices

Broker market share

Schedule A broker compensation

Split broker
58%top
  • GALLAGHER BENEFIT SERVICES, INC.58%
  • FREDERICK W. HOWARTH III39%
  • BENEFITS AMERICA INSURANCE SVCS LL2%
  • BENEFITS AMERICA INSURANCE SERVICES1%
Total $290K4 slices

Plan deep-dives

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

COX, CASTLE & NICHOLSON LLP RETIREMENT PLAN

401k

Assets$269.9M
Participants248
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006

COX CASTLE AND NICHOLSON LLP CASH BALANCE DEFINED BENEFIT PLAN

CashBalance

Assets$11.7M
Participants62
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

COX, CASTLE & NICHOLSON LLP RETIREMENT SAVINGS PLAN

401k

Assets$9.8M
Participants68
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

COX, CASTLE & NICHOLSON LLP CASH BALANCE PENSION PLAN

CashBalance

Assets$76K
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GROUP INSURANCE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$4.0M
Covered lives227
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

LONG TERM DISABILITY

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$191K
Covered lives231
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
003COX, CASTLE & NICHOLSON LLP RETIREMENT PLAN401k$269.9M2482024
006COX CASTLE AND NICHOLSON LLP CASH BALANCE DEFINED BENEFIT PLANCashBalance$11.7M622024
005COX, CASTLE & NICHOLSON LLP RETIREMENT SAVINGS PLAN401k$9.8M682024
004COX, CASTLE & NICHOLSON LLP CASH BALANCE PENSION PLANCashBalance$76K02024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GROUP INSURANCE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$4.0M2272024
502LONG TERM DISABILITYFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$191K2312024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica