Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$181K
- Long-term disability$133K
- Short-term disability$107K
- Life$74K
- Vision$16K
Filings through .
Cottonwood Capital Management, Inc.
EIN 26-2255801real estateLatest filing 2025
Plans
2
Retirement
1
$15.0M assets
Health & Benefits
1
$223K premiums
Participants
650
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 / $223K premiums / 400 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
COTTONWOOD CAPITAL MANAGEMENT, INC. 401(K) SAFE HARBOR RETIREMENT PLAN
401(k)
Assets$15.0M
Participants420
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
COTTONWOOD CAPITAL PREMIUM ONLY PLAN
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$223K
Covered lives400
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | COTTONWOOD CAPITAL MANAGEMENT, INC. 401(K) SAFE HARBOR RETIREMENT PLAN | 401(k) | $15.0M | 420 | 2025 |
- #001 · 401(k) · 2025420
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | COTTONWOOD CAPITAL PREMIUM ONLY PLAN | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $223K | 400 | 2025 |
- #502 · Mixed · THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · 2025400
Retirement plans
Health & Benefits plans