Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.4M
- Dental$1.4M
- Vision$1.4M
- Other$25K
- Short-term disability$16K
- Long-term disability$15K
- +1 more
Sponsor portfolio
COGSTATE, INC.
EIN 98-0503038Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
1
$15.6M assets
Welfare
1
$1.4M premiums
Participants
363
195 CHURCH STREET, 8TH FLOOR - NEW HAVEN, CT 06510203-773-5010
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.4M premiums / 174 covered livesCarrier market share
Premium dollars by Schedule A carrier
96%top
- AETNA LIFE INSURANCE COMPANY96%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY3%
- UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Broker market share
Schedule A broker compensation
74%top
- HP PLANNING LLC74%
- GCG FINANCIAL LLC26%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
COGSTATE, INC. 401(K) PLAN
401k
Assets$15.6M
Participants186
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
COGSTATE INC. HEALTH AND WELFARE PLAN
Fully Insured - AETNA LIFE INSURANCE COMPANY
Premiums$1.4M
Covered lives174
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | COGSTATE, INC. 401(K) PLAN | 401k | $15.6M | 186 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | COGSTATE INC. HEALTH AND WELFARE PLAN | Fully Insured | AETNA LIFE INSURANCE COMPANY | $1.4M | 174 | 2025 |
Retirement plans
Welfare plans