Providers › Legal
Service provider · Schedule C, plan year 2024
Cohen Weiss and Simon LLP
Most often reported for legal
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
Cohen Weiss and Simon LLP is named as a service provider on the Schedule C of 34 retirement plans with 100 or more participants for plan year 2024, covering 245,406 participant records. Most often it is reported for legal.
Reported compensation from those plans, direct and indirect, totalled $2.7M. Per plan, the median was $12.09 per participant, with the middle half of plans between $5.04 and $34.67. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in New York (15), New Jersey (12) and Pennsylvania (4).
In 2009 it appeared on 12 such filings; in 2024, 36. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $5.04 | $12.09 | $34.67 |
| Compensation as a share of plan net assets | 0.02% | 0.08% | 0.34% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust Acct | BD of TR of the Pension, Hosp & Benefit PL of the Elec Ind-Pension | NY | 40,749 | $5.24B | $92K |
| Gciu - Employer Retirement Benefit Plan | Board of Trustees Gciu-Employer Retirement Benefit Plan | WA | 37,126 | $1.76B | $146K |
| Deferred Salary Plan of the Electrical Industry | Board of Trustees of the Deferred Salary Plan of the Electrical Ind | NY | 33,824 | $7.99B | $102K |
| New York State Teamsters Conference Pension & Retirement Fund | Trustees of Nys Teamsters Conference | NY | 32,657 | $2.82B | $171K |
| Nurses and Local 813 Ibt Retirement Plan | Board of Trustees of Nurses and Local 813 Ibt Retirement Plan | NY | 13,994 | $613M | $494K |
| Local 804 I.B.T. and Local 447 I.A.M. - UPS Multi-Employer Retirement Plan | BD of Trustees Loc. 804 & Loc. 447 Multi-Employer Ret. Plan | GA | 12,427 | $2.34B | $77K |
| Iue-Cwa Pension Plan | Trustees of Iue- Cwa AFL-CIO Pension Fund | NY | 11,832 | $472M | $139K |
| DC 37 Local 389 Home Care Employees Pension Fund | DC 37 Local 389 Home Care Employees Pension Fund | NY | 7,694 | $55.9M | $14K |
| Local 804 Annuity Fund | Board of Trustees Local 804 Annuity Fund | NY | 7,685 | $90.6M | $49K |
| Employees Security Fund of the Elec Ind Pension Plan | Joint Pension Comm of the Ees Sec Fund of the Elec Prod Ind | NY | 6,883 | $153M | $34K |
| Iue-Cwa 401(k) Retirement Savings and Security Plan | Trustees of the Iue-Cwa AFL-CIO Pension Fund | PA | 4,273 | $82.3M | $9,919 |
| Production Service and Sales District Council Pension | Board of Trustees Production Service and Sales District Council | NJ | 3,848 | $2.4M | $5,178 |
| Recycling and General Industrial Union Local 108 Annuity Fund | Board of Trustees - Recycling and Gen. Ind. Union L 108 Annuity Fund | NJ | 3,823 | $18.7M | $37K |
| Pennsylvania Heavy and Highway Contractors Pension Trust | Pennsylvania Heavy & Highway Contractor's Bargaining Associatio | PA | 3,588 | $208M | $189K |
| Southern California Local 831 - Employer Pension Fund | Board of Trustees, Southern California Local 831 - | CA | 3,107 | $485M | $12K |
| UFCW Local 174 Pension Fund | Board of Trustees-Ufcw Local 174 Pension Fund | NJ | 2,666 | $1.9M | $82K |
| Pension Plan-Amalgamated Meat Cutters & Retail Food Store Local 342 | BD of Trustees of Pension Fund Amal Meat Cutters | PA | 2,624 | $1.1M | $7,107 |
| Teamsters Local 11 Pension Fund | Board of Trustees - Teamsters Local 11 Pension Fund | NJ | 1,901 | $77.2M | $70K |
| Local 808 Ibt Pension Plan | Joint Board of Trustees of Local 808 Ibt Pension Fund | NY | 1,784 | $70.1M | $58K |
| Teamsters Local 814 Pension Fund | Board of Trustees of Teamsters Local 814 Pension Fund | NJ | 1,782 | $92.7M | $50K |
| Recycling and General Industrial Union Local 108 Pension Fund | Board of Trustees - Recycling and General Industrial Union Local 108 | NJ | 1,633 | $38.3M | $51K |
| Sports Arena Employees Local 137 Retirement Fund | Sports Arena Employees Local 137 Retirement Fund | NY | 1,255 | $41.8M | $39K |
| The Steelworker Supplemental Retirement Annuity Plan | The Steelworker Supplemental Retirement Annuity Plan | PA | 1,213 | $16.6M | $56K |
| Brotherhood of Locomotive Engineers and Trainmen Long Island Pension Fund | Board of Trustees | NY | 1,163 | $88.0M | $56K |
| Teamsters Joint Council No. 16 Pension Fund | Board of Trustees of Teamsters Joint Council No. 16 Pension Fund | NY | 969 | $43.5M | $9,400 |
| Local 447 Pension Fund | Local 447 Pension Fund Board of Trustees | NY | 924 | −$36.9M | $6,630 |
| Employer Local No. 375 Pension Plan | Employer Local 375 Pension Plan C/o Beacon Administrators & Consultant | NJ | 921 | $21.2M | $102K |
| Teamsters Local 814 Annuity Fund | Board of Trustees of Teamsters Local 814 Annuity Fund | NJ | 755 | $32.7M | $8,754 |
| UFCW Local 50 Pension Fund | UFCW Local 50 Pension Fund Board of Trustees | NJ | 734 | $954K | $9,141 |
| Allied Industries Pension Plan | Allied Industries Pension Fund Local 427 | NY | 459 | $26.4M | $367K |
| International Union of Electrical Local 431 Pension Fund | Local 431 Pension Fund | NY | 407 | $300K | $11K |
| Retirement Fund of the Fur Manufacturing Industry | Board of Trustees Fur Retirement FD | NJ | 322 | $65K | $6,013 |
| Local No. 171 Pension Plan | Local No. 171 Pension Plan | NJ | 255 | $1.0M | $115K |
| Retirement Fund of Local 1482 Paint and Allied Products Manufacturers | Retirement Fund of Local 1482 Paint and Allied Products Manufacturers | NJ | 129 | $12.1M | $9,188 |
Questions and answers
How many plans does Cohen Weiss and Simon LLP serve?
34 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Cohen Weiss and Simon LLP?
The median plan reported $12.09 per participant in direct and indirect compensation (34 plans reporting an amount), or 0.08% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Legal (34 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.