Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$191K
- Life$169K
- Stop-loss$104K
- Dental$88K
- Short-term disability$65K
- Long-term disability$65K
- +1 more
Sponsor portfolio
COTTONWOOD FINANCIAL ADMINISTRATIVE SERVICES, LLC
EIN 26-1367228bankingLatest filing 2024
Plans
2
Retirement
1
$11 assets
Welfare
1
$291K premiums
Participants
0
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $291K premiums / 905 covered livesCarrier market share
Premium dollars by Schedule A carrier
40%top
- FIDELITY SECURITY LIFE INSURANCE COMPANY40%
- BLUE CROSS OF CALIFORNIA30%
- DEARBORN LIFE INSURANCE COMPANY22%
- UNUM LIFE INSURANCE COMPANY OF AMERICA7%
- UNITED STATES FIRE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
100%top
- HIGGINBOTHAM INS AGENCY INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
COTTONWOOD FINANCIAL ADMINISTRATIVE SERVICES, LLC EMPLOYEE 401(K) INVESTMENT PLAN
401k
Assets$11
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
COTTONWOOD FINANCIAL ADMINISTRATIVE SERVICES, LLC WRAP PLAN
Mixed - FIDELITY SECURITY LIFE INSURANCE COMPANY
Premiums$291K
Covered lives905
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | COTTONWOOD FINANCIAL ADMINISTRATIVE SERVICES, LLC EMPLOYEE 401(K) INVESTMENT PLAN | 401k | $11 | 0 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | COTTONWOOD FINANCIAL ADMINISTRATIVE SERVICES, LLC WRAP PLAN | Mixed | FIDELITY SECURITY LIFE INSURANCE COMPANY | $291K | 905 | 2024 |
Retirement plans
Welfare plans