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  2. COTTING SCHOOL, INC.
Sponsor portfolioTH

COTTING SCHOOL, INC.

EIN 04-2104328-primary/secondary education-Latest filing 2025
Plans
2
Retirement
1
$22.3M assets
Welfare
1
$1.0M premiums
Participants
377
453 CONCORD AVE. - LEXINGTON, MA 02421781-862-7323cotting.orgLinkedIn51-200 employeesprimary/secondary education
Plans on this EIN
2 filings
#003401k-$22.3M - 226 part#502Mixed-$1.0M - 221 lives

Benefits portfolio analytics

1 plan / $1.0M premiums / 221 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$878K
  • Dental$107K
  • Life$57K
  • Long-term disability$57K
  • Other$57K
Total $1.0M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • HARVARD PILGRIM HEALTH CARE84%
  • DELTA DENTAL OF CALIFORNIA10%
  • HARTFORD LIFE AND ACCIDENT5%
Total $1.0M3 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • USI INSURANCE SERVICES LLC99%
  • MARSH & MCLENNAN AGENCY LLC1%
Total $34K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

COTTING SCHOOL 401(K) RETIREMENT PLAN

401k

Assets$22.3M
Participants226
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

THE COTTING SCHOOL GROUP LIFE AND DISABILITY PLAN

Mixed - HARVARD PILGRIM HEALTH CARE

Premiums$1.0M
Covered lives221
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003COTTING SCHOOL 401(K) RETIREMENT PLAN401k$22.3M2262025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502THE COTTING SCHOOL GROUP LIFE AND DISABILITY PLANMixedHARVARD PILGRIM HEALTH CARE$1.0M2212025
Retirement plans
Welfare plans
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