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Sponsor portfolioWelfare / HealthEIN 33-3709623
COHNREZNICK ADVISORY LLC
14 SYLVAN WAY, 3RD FLOOR · PARSIPPANY, NJ 07054
2122970400
- Plans filed
- 3
- Years active
- 2025–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$12.8M
No prior year
Persons covered
15,981
No prior year
Total participants
9,110
No prior year
Plans filed
3
No prior year
Plans under this sponsor
3 plans
Plan #515$5.7M
COHNREZNICK ADVISORS, LLC EMPLOYEE BENEFITS PROGRAM FOR ACTIVE EMPLOYEES
Mixed5,327 covered·6 carriers
Primary: DELTA DENTAL OF PENNSYLVANIA
Plan #525$3.8M
COHNREZNICK ADVISORY LLC BENEFITS PROGRAM FOR RETIRED PARTNERS AGE 65 & OVER
Fully insured5,327 covered·4 carriers
Primary: DELTA DENTAL OF PENNSYLVANIA
Plan #520$3.3M
COHNREZNICK ADVISORY LLC BENEFITS PROGRAM FOR RETIRED PARTNERS UNDER AGE 65
Mixed5,327 covered·2 carriers
Primary: DELTA DENTAL OF PENNSYLVANIA
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Dental | $8.9M | 55.1% | |
| Other | $2.4M | 14.9% | |
| Life | $1.7M | 10.8% | |
| Long-term disability | $1.6M | 10.2% | |
| Vision | $892K | 5.5% | |
| Prescription drug | $343K | 2.1% | |
| Health | $213K | 1.3% |
Carrier overview
8 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 231667011 | D | $8.9M | 69.8% | 3 | 3 | 15,981 |
EIN 060893662 | LLTDOth | $1.6M | 12.9% | 1 | 1 | 3,574 |
EIN 362739571 | V | $892K | 7.0% | 3 | 3 | 7,575 |
EIN 066033492 | Oth | $573K | 4.5% | 1 | 1 | 2,836 |
EIN 431420563 | Rx | $343K | 2.7% | 1 | 1 | 115 |
EIN 731128555 | H | $213K | 1.7% | 1 | 1 | 115 |
EIN 470322111 | LOth | $101K | 0.8% | 1 | 1 | 345 |
EIN 134256913 | Oth | $87K | 0.7% | 1 | 1 | 588 |
Broker overview
5 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC. | ARLINGTON HEIGHTS, IL | UNITED OF OMAHA LIFE INSURANCE COMPANY, AETNA LIFE INSURANCE COMPANY, SUN LIFE AND HEALTH INSURANCE COMPANY, LEGALPLANS, USA, DELTA DENTAL OF PENNSYLVANIA | $539K | $41K | $580K | 94.1% | 3 |
| AMWINS | NORTH KINGSTOWN, RI | EXPRESS SCRIPTS, INC., UNITED AMERICAN INSURANCE COMPANY | $30K | $0 | $30K | 4.8% | 1 |
| BENEFITSTORE INC | DALLAS, TX | LEGALPLANS, USA | $7K | $0 | $7K | 1.1% | 1 |
| USI INSURANCE SERVICES LLC | MERIDEN, CT | AETNA LIFE INSURANCE COMPANY | $150 | $0 | $150 | 0.0% | 1 |
| ACRISURE LLC | UNIONDALE, NY | UNITEDHEALTHCARE INSURANCE COMPANY | $9 | $0 | $9 | 0.0% | 3 |
Policy details
Latest year, by plan