Back to filter
Original filing (PDF)20251112124644NAL0000185504001
COOPER LEVENSON FLEX BENEFIT
Form 5500
FILING_RECEIVED
COOPER LEVENSON PA FLEXIBLE BENEFITS PLAN
Health & welfare plan
Signals · 1
No recordkeeper disclosed
Active participants
113
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COOPER LEVENSON FLEX BENEFIT.
Plan sponsor
Name
COOPER LEVENSON FLEX BENEFIT
EIN
22-1971679
Address
1125 ATLANTIC AVE, 3RD FL. · ATLANTIC CITY, NJ · 08401
Phone
(609) 344-3161
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
502
Plan year
2024
Plan year begin
2024-02-01
Tax period
2025-01-31
Filed
2025-11-12
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsBroker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY | — | CAPE MAY, NJ | BROKER | $9K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HEALTH INSURANCE SOLUTIONS, INC. | 42-1566445 | TELFORD, PA | TPA | $9K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Similar-size Law Offices plans
FIVE VALLEYS LAW, PLLC
FIVE VALLEYS LAW, PLLC 401(K) PLAN
$0
RIGNEY LAW LLC
RIGNEY LAW LLC CBIN BENEFIT PLAN
$0
STEVEN M. FEDER, P.C.
STEVEN M. FEDER, P.C. CASH BALANCE PENSION PLAN & TRUST
$0
AMOS TYNDALL PLLC
AMOS TYNDALL PLLC 401K PLAN
$0
ANDREW J. KOPP, P.C.
ANDREW J. KOPP, P.C. CASH BALANCE PENSION PLAN
$0
WACHTEL, BIEHN & MALM
WACHTEL BIEHN & MALM PROFIT SHARING PLAN
$0
Large plans in New Jersey
JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
JPMORGAN CHASE 401(K) SAVINGS PLAN
$52.9B · 185,310 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
PGIM, INC.
PGIM FIXED INCOME GLOBAL LIQUIDITY RELATIVE VALUE MASTER FUND, LTD.
$38.4B
VERIZON COMMUNICATIONS INC.
VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES
$29.4B · 63,563 participants
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN TRUST
$24.2B
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN
$23.6B · 44,280 participants