Cohnreznick Advisory LLC
Overview
Cohnreznick Advisory LLC sponsors a self-funded health plan that covered 3,808 participants in plan year 2025. The plan year starts in January. Alongside medical, its benefits filing reports life insurance, dental, vision, prepaid legal, and more.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 3,808
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Cohnreznick Advisors, LLC Employee Benefits Program for Active Employees, plan 515 (3,808 participants); Cohnreznick Advisory LLC Benefits Program for Retired Partners Under Age 65, plan 520 (2,847 participants)
- Broker compensation
- $616K 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 |
|---|---|---|---|---|
| Delta Dental of Pennsylvania | Dental | 5,327 | $8.9M | $268K |
| Sun Life and Health Insurance Company | Life, Long-term disability | 3,574 | $1.6M | $156K |
| UnitedHealthcare Insurance Company | Vision | 2,525 | $892K | $48K |
| Aetna Life Insurance Company | Accident, Critical Illness, Hospital | 2,836 | $573K | $87K |
| Express Scripts, Inc. | Prescription drug | 115 | $343K | $11K |
| United American Insurance Company | Medical, HMO | 115 | $213K | $19K |
| United of Omaha Life Insurance Company | Life | 345 | $101K | $10K |
| Legalplans, USA | Legal | 588 | $87K | $17K |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 3,808 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
- Cohnreznick Advisory LLC
- Sponsor EIN
- 33-3709623
- Plan numbers
- 515, 520
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 33-3709623 in the Department of Labor's EFAST2 Form 5500 search.
About this data
Source: Cohnreznick 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 Cohnreznick Advisory LLC.