PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. PHILLIPS & COHEN ASSOCIATES, LTD.

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 22-3527610

PHILLIPS & COHEN ASSOCIATES, LTD.

1002 JUSTINSON ST · WILMINGTON, DE 19801
3023559900
Plans filed
2
Years active
2022–2024
Industry
NAICS 56
Latest filing
2024
Total premiums (latest)
$2.3M
No prior year
Persons covered
370
No prior year
Total participants
370
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$2.3M
PHILLIPS & COHEN ASSOCIATES, LTD. VISION PLAN
Fully insured370 covered·2 carriers
Primary: HIGHMARK DELAWARE
Plan #502$100K
PHILLIPS & COHEN ASSOCIATES, LTD. DENTAL PLAN
Fully insured374 covered·1 carrier
Primary: METROPOLITAN LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.0M56.2%
Dental$265K7.3%
Vision$265K7.3%
Life$265K7.3%
Short-term disability$265K7.3%
Long-term disability$265K7.3%
Other$265K7.3%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 510020405
H
$2.0M86.8%11165
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
HDVLSTDLTDOth
$303K13.2%14370

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
LOCKTON COMPANIES, LLCDALLAS, TXMETROPOLITAN LIFE INSURANCE COMPANY, HIGHMARK DELAWARE$149K$4K$153K95.3%1
ENROLLEASEBERWYN, PAMETROPOLITAN LIFE INSURANCE COMPANY$7K$451$8K4.7%1

History & trajectory

3 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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, 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
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica