COZEN O'CONNOR
10 known aliases resolved via the canonical alias map
Market position · 2024
Plans served15+3 YoYRank #973 of mapped providers
Assets under administration$17.8B0.0%Market share · rank #731
Fees received$488,791Median $17,300/planSum across Schedule C direct + indirect
Net wins YoY+34 won · 1 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical COZEN O'CONNOR plan look like?
Service mix · median fees per plan
Count of plans where COZEN O'CONNOR ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Legal; Direct payment from the planCode 29 | 14 | $16,150 | |
Other servicesCode 49 | 1 | $85,912 |
Competitor overlap
Percent of COZEN O'CONNOR's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under COZEN O'CONNOR.
| Sponsor | From | Assets |
|---|---|---|
WESTINGHOUSE ELECTRIC COMPANY LLCPA · 522140933-002 | MERCER | $924M |
TRUSTEES OF SEIU LOCAL 1 & PARTICIPATING EMPLOYERS PENSION TRUSTIL · 366486542-001 | UNION INSURANCE GROUP | $716M |
BHI ENERGY SERVICES LLCMA · 853926225-001 | CAPFINANCIAL PARTNERS LLC | $129M |
NRG AFFILIATE SERVICES, INC.NJ · 411960764-006 | ALIGHT SOLUTIONS LLC | $14M |
Plans lost in 2024
Appeared last year under COZEN O'CONNOR; not this year.
| Sponsor | To | Assets |
|---|---|---|
HARBISONWALKER INTERNATIONAL, INC.PA · 431680037-120 | WILLIS TOWERS WATSON US LLC | $140M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
UPMCPA · 251423657-335 | $4.9B | 112,002 | $11,627 | 7y | 1 |
UPMCPA · 251423657-334 | $4.7B | 93,730 | $10,732 | 7y | - |
UPMCPA · 251423657-333 | $3.0B | 100,852 | $5,424 | 8y | - |
WESTINGHOUSE ELECTRIC COMPANY LLCPA · 522140933-001 | $2.1B | 15,193 | $28,797 | 8y | 1 |
WESTINGHOUSE ELECTRIC COMPANY LLCPA · 522140933-002 | $924M | 6,935 | $10,874 | 6y | - |
TRUSTEES OF SEIU LOCAL 1 & PARTICIPATING EMPLOYERS PENSION TRUSTIL · 366486542-001 | $716M | 23,746 | $11,481 | 1y | - |
SULZER US HOLDING INC.TX · 133950743-003 | $547M | 3,512 | $85,912 | 8y | 3 |
TEAMSTERS LOCAL 830 PENSION PLANPA · 231990755-001 | $180M | 2,273 | $22,500 | 6y | - |
PMTA/ILA - DEFINED CONTRIBUTION PENSION PLANPA · 236534704-002 | $150M | 1,183 | $15,000 | 8y | - |
HARBISONWALKER INTERNATIONAL, INC.PA · 431680037-430 | $148M | 3,031 | $17,300 | 7y | - |
Flag exposure
86.7%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (10)
Raw Schedule C names collapsed into COZEN O'CONNOR.
- COZEN & O CONNOR
- COZEN & O'CONNOR
- COZEN O' CONNOR
- COZEN O'CONNER
- COZEN O'CONNOR
- COZEN O'CONNOR 7885
- COZEN O'CONNOR ATTORNEYS
- COZEN O'CONNOR, PC
- COZEN OCONNOR
- COZEN OCONNOR ATTORNEYS
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for COZEN O'CONNOR's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 2 | 13.33% | 1.71% | +11.62 pp |
| Failed to provide benefit | 2 | 13.33% | 0.14% | +13.19 pp |
| Corrective distributions | 4 | 26.67% | 1.76% | +24.91 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with COZEN O'CONNOR. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).