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Sponsor portfolioWelfare / HealthEIN 94-3374199

COHEN VENTURES DBA ENERGY SOLUTIONS

449 15TH STREET · OAKLAND, CA 94612
5104824420
Plans filed
3
Years active
2019–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$6.1M
No prior year
Persons covered
792
No prior year
Total participants
535
No prior year
Plans filed
3
No prior year

Plans under this sponsor

3 plans
Plan #501$6.1M
COHEN VENTURES DBA ENERGY SOLUTIONS HEALTH AND WELFARE PLAN
Fully insured792 covered·5 carriers
Primary: BLUE SHIELD OF CALIFORNIA
Plan #502$11K
ENERGY SOLUTIONS VOLUNTARY LIFE PLAN
Fully insured238 covered·1 carrier
Primary: LIFE INSURANCE COMPANY OF NORTH AMERICA
Plan #503$3K
ENERGY SOLUTIONS VOLUNTARY AD&D PLAN
Mixed243 covered·1 carrier
Primary: LIFE INSURANCE COMPANY OF NORTH AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$5.5M47.2%
Prescription drug$5.5M47.2%
Dental$345K3.0%
Long-term disability$85K0.7%
Vision$79K0.7%
Life$75K0.6%
Short-term disability$39K0.3%
Other$19K0.2%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 940360524
HRx
$5.4M87.8%11609
DELTA DENTAL OF CALIFORNIA
EIN 941461312
D
$345K5.6%11792
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 231503749
LSTDLTDOth
$218K3.6%16535
KAISER FOUNDATION HEALTH PLAN INC
EIN 930798039
HRx
$103K1.7%1112
VISION SERVICE PLAN
EIN 941632821
V
$79K1.3%11481

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
EDGEWOOD PARTNERS INSURANCE CENTERSAN FRANCISCO, CABLUE SHIELD OF CALIFORNIA, LIFE INSURANCE COMPANY OF NORTH AMERICA, DELTA DENTAL OF CALIFORNIA, VISION SERVICE PLAN, KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST$60K$288K$348K100.0%1

History & trajectory

7 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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