Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$78K
- Short-term disability$78K
- Long-term disability$78K
- Other$78K
- Dental$66K
- Vision$14K
Filings through .
Cota & Cota, Inc.
EIN 03-0222454oil & energyLatest filing 2025
Plans
2
Retirement
1
$10.4M assets
Health & Benefits
1
$158K premiums
Participants
279
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $158K premiums / 117 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
COTA & COTA, INC. PROFIT SHARING PLAN
401(k)
Assets$10.4M
Participants169
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
COTA & COTA, INC. HEALTH & WELFARE BENEFIT PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$158K
Covered lives117
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | COTA & COTA, INC. PROFIT SHARING PLAN | 401(k) | $10.4M | 169 | 2025 |
- #001 · 401(k) · 2025169
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | COTA & COTA, INC. HEALTH & WELFARE BENEFIT PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $158K | 117 | 2025 |
- #501 · Mixed · UNITED OF OMAHA LIFE INSURANCE COMPANY · 2025117
Retirement plans
Health & Benefits plans