Cohen & Company, Ltd.
Overview
Cohen & Company, Ltd. sponsors a self-funded health plan that covered 781 participants in plan year 2024. 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
- 781
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Cohen & Company Health and Welfare Benefit Plan, plan 502 (781 participants)
- Stop-loss carrier
- Cigna Health and Life Insurance Company
- Broker compensation
- $54K 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 | 1,203 | $1.2M | — |
| Sun Life Assurance Company of Canada | Life, Long-term disability | 785 | $377K | $42K |
| Delta Dental of Ohio | Dental | 1,083 | $355K | $10K |
| Vision Service Plan | Vision | 467 | $76K | $3K |
| Sun Life and Health Insurance Co. | Short-term disability | 58 | $20K | $295 |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 781 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 2024
- Plan sponsor
- Cohen & Company, Ltd.
- Sponsor EIN
- 34-1912961
- Plan number
- 502
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 34-1912961 in the Department of Labor's EFAST2 Form 5500 search.
About this data
Source: Cohen & Company, Ltd.'s Form 5500 filing for plan year 2024 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 & Company, Ltd..