Cohen & Co. Advisory, LLC
Overview
Cohen & Co. Advisory, LLC sponsors a self-funded health plan that covered 855 participants in plan year 2025. The plan year starts in January. Alongside medical, its benefits filing reports life insurance, dental, vision, short-term disability, and more.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 855
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Cohen & Co. Advisory Health and Welfare Benefit Plan, plan 502 (855 participants)
- Stop-loss carrier
- Cigna Health and Life Insurance Company
- Broker compensation
- $61K across insured contracts
Insurance carriers
Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.
| Carrier | Coverage | Covered | Premium | Broker comp |
|---|---|---|---|---|
| Cigna Health and Life Insurance Company | Stop-loss | 1,333 | $1.3M | — |
| Sun Life Assurance Company of Canada | Life, Long-term disability | 855 | $416K | $46K |
| Delta Dental of Ohio | Dental | 1,202 | $390K | $12K |
| Vision Service Plan | Vision | 537 | $90K | $3K |
| Sun Life and Health Insurance Co. | Short-term disability | 67 | $24K | $346 |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 855 participants × $2,371 national average per member. Usually higher once dependents are counted.
Typical savings opportunity found in independent reviews of plans this size.
Form 5500 filing details
- Filing
- Form 5500 with Schedule A, plan year 2025
- Plan sponsor
- Cohen & Co. Advisory, LLC
- Sponsor EIN
- 33-1756852
- Plan number
- 502
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 33-1756852 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Cohen & Company, Ltd. Profit Sharing/401(k) Plan
- Type
- 401(k) plan
- Participants
- 1,077
About this data
Source: Cohen & Co. Advisory, LLC's Form 5500 filing for plan year 2025 and its Schedule A insurance reports, published by the U.S. Department of Labor. "Self-funded" means the filing reports benefits paid from employer assets or a trust, with no medical insurance contract or with a stop-loss contract. Pharmacy figures are StreamRX estimates based on national averages. StreamRX is not affiliated with Cohen & Co. Advisory, LLC.