The Cook & Boardman Group LLC
Overview
The Cook & Boardman Group LLC sponsors a self-funded health plan that covered 3,368 participants in plan year 2025, about the same as the prior year. 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
- 3,368 · prior year 3,368
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- The Cook & Boardman Group LLC Health and Welfare Plan, plan 503 (3,368 participants)
- Broker compensation
- $634K 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 |
|---|---|---|---|---|
| Hartford Life and Accident | Life, Short-term disability, Long-term disability | 3,237 | $1.8M | $273K |
| Ameritas Life Insurance Corporation | Dental, Vision | 4,952 | $1.8M | $119K |
| Cigna Health and Life Insurance Company | Hospital, Accident, Critical Illness, Ca | 3,237 | $643K | $241K |
| Mclaughlin Young Employee Services, Inc. | Employee Assistance Program | 3,186 | $47K | — |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 3,368 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
- The Cook & Boardman Group LLC
- Sponsor EIN
- 27-2424824
- Plan number
- 503
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 27-2424824 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- The Cook & Boardman Group, LLC 401(k) Plan
- Type
- 401(k) plan
- Participants
- 3,513
About this data
Source: The Cook & Boardman Group 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 The Cook & Boardman Group LLC.