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
Sponsor portfolio
COTA & COTA, INC.
EIN 03-0222454oil & energyLatest filing 2025
Plans
2
Retirement
1
$9.1M assets
Welfare
1
$158K premiums
Participants
271
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $158K premiums / 117 covered livesCarrier market share
Premium dollars by Schedule A carrier
50%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY50%
- DELTA DENTAL OF CALIFORNIA42%
- VISION SERVICE PLAN9%
Broker market share
Schedule A broker compensation
69%top
- THE RICHARDS GROUP69%
- COMBINED SERVICES LLC31%
- EMPLOYEE NAVIGATOR, LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
COTA & COTA, INC. PROFIT SHARING PLAN
401k
Assets$9.1M
Participants161
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
COTA & COTA, INC. HEALTH & WELFARE BENEFIT PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$158K
Covered lives117
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | COTA & COTA, INC. PROFIT SHARING PLAN | 401k | $9.1M | 161 | 2024 |
Welfare plans1
| 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 |
Retirement plans
Welfare plans