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Sponsor portfolioWelfare / HealthEIN 13-3246732

COGENCY GLOBAL INC.

122 E 42ND ST. FL. 18 · NEW YORK, NY 101681899
2129477200
Plans filed
1
Years active
2017–2024
Industry
NAICS 54
Latest filing
2024
Total premiums (latest)
$1.1M
No prior year
Persons covered
440
No prior year
Total participants
408
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.1M
COGENCY GLOBAL, INC. EMPLOYEE BENEFITS PLAN
Mixed440 covered·5 carriers
Primary: BERKLEY LIFE AND HEALTH INSURANCE CO.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$658K44.9%
Dental$286K19.5%
Life$167K11.4%
Short-term disability$167K11.4%
Other$167K11.4%
Vision$22K1.5%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BERKLEY LIFE AND HEALTH INSURANCE COMPANY
EIN 916034263
SL
$341K30.1%11245
HCC LIFE INSURANCE COMPANY
EIN 351817054
SL
$317K28.0%11245
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
D
$286K25.3%11280
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 060893662
LSTDOth
$167K14.7%11408
EYEMED VISION CARE
EIN 860773195
V
$22K1.9%11440

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HILB GROUP OF NEW ENGLANDLAKE SUCCESS, NYEYEMED VISION CARE, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, SUN LIFE AND HEALTH INSURANCE COMPANY, BERKLEY LIFE AND HEALTH INSURANCE CO., HCC LIFE INSURANCE COMPANY$59K$36K$95K96.4%1
ASSUREDPARTNERSMELVILLE, NYSUN LIFE AND HEALTH INSURANCE COMPANY$4K$0$4K3.6%1

History & trajectory

8 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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