# Cohen And Wolf, P.C. Health & Welfare Plan
Source: https://planprovider.pro/companies/cohen-and-wolf-p-c-061063708-501

> Cohen And Wolf, P.C.'s Health & Welfare plan: 52 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Cohen And Wolf, P.C.

- **Sponsor EIN:** 061063708

- **Sponsor Address:** 1115 BROAD STREET, BRIDGEPORT, CT, 06604

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 52

- **Total Assets:** $7,743

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|52|$7,743|$0|$0|

| 2024|48|$145,672|$571,855|$270,690|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| THE BENECON GROUP|Investment Advisor|$73,291|—|$73,291|

| HILB GROUP (FAIRFIELD, CT)|Investment Advisor|$25,360|—|$25,360|

| UMR|Other Service Provider|$18,685|—|$18,685|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $117,336

- **Estimated Expense Ratio:** 1515.382% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2025|$1,407,207|—|—|—|—|

| 2024|$781,713|—|—|—|—|

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