PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. COHNREZNICK ADVISORY LLC

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 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 typePremiumShareDistribution
Dental$8.9M55.1%
Other$2.4M14.9%
Life$1.7M10.8%
Long-term disability$1.6M10.2%
Vision$892K5.5%
Prescription drug$343K2.1%
Health$213K1.3%

Carrier overview

8 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
DELTA DENTAL OF CALIFORNIA
EIN 231667011
D
$8.9M69.8%3315,981
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 060893662
LLTDOth
$1.6M12.9%113,574
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
V
$892K7.0%337,575
AETNA LIFE INSURANCE COMPANY
EIN 066033492
Oth
$573K4.5%112,836
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 431420563
Rx
$343K2.7%11115
UNITED AMERICAN INSURANCE COMPANY
EIN 731128555
H
$213K1.7%11115
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LOth
$101K0.8%11345
LEGALPLANS, USA
EIN 134256913
Oth
$87K0.7%11588

Broker overview

5 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
GALLAGHER BENEFIT SERVICES, INC.ARLINGTON HEIGHTS, ILUNITED OF OMAHA LIFE INSURANCE COMPANY, AETNA LIFE INSURANCE COMPANY, SUN LIFE AND HEALTH INSURANCE COMPANY, LEGALPLANS, USA, DELTA DENTAL OF PENNSYLVANIA$539K$41K$580K94.1%3
AMWINSNORTH KINGSTOWN, RIEXPRESS SCRIPTS, INC., UNITED AMERICAN INSURANCE COMPANY$30K$0$30K4.8%1
BENEFITSTORE INCDALLAS, TXLEGALPLANS, USA$7K$0$7K1.1%1
USI INSURANCE SERVICES LLCMERIDEN, CTAETNA LIFE INSURANCE COMPANY$150$0$1500.0%1
ACRISURE LLCUNIONDALE, NYUNITEDHEALTHCARE INSURANCE COMPANY$9$0$90.0%3

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