Fundz
Fundz
Benefits Intelligence/Broker Directory/Maryland

Golden & Cohen LLC - Nfp

Gaithersburg, MD

Golden & Cohen LLC - Nfp of Gaithersburg, MD is the broker of record on 2 Form 5500 Schedule A filings covering 2 employer benefit plans across 2 states, with $70,148 in reported broker commissions (plan year 2024).

Employer clients
2
distinct plan sponsors
Schedule A filings
2
States served
2
Reported commissions
$70,148
plan year 2024
Reported fees
$5,520

Quick answer

Golden & Cohen LLC - Nfp (Gaithersburg, MD) is the broker of record for 2 employer benefit plan sponsors on 2 Form 5500 Schedule A filings, plan year 2024.

How many employer clients does Golden & Cohen LLC - Nfp have?
Golden & Cohen LLC - Nfp is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors in 2 states.
Who are Golden & Cohen LLC - Nfp's largest employer clients?
By plan participants, the largest include Casa Inc. (204 participants) and Phillips Programs (64 participants).
How much does Golden & Cohen LLC - Nfp earn in commissions?
Insurers reported $70,148 in broker commissions and $5,520 in fees paid to Golden & Cohen LLC - Nfp for plan year 2024, per Schedule A Part 1.
Where is Golden & Cohen LLC - Nfp located?
Golden & Cohen LLC - Nfp is based in Gaithersburg, MD and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Golden & Cohen LLC - Nfp on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Casa Inc.MD2042025-08-31
Phillips ProgramsVA642024-12-31

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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.