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
Sponsor portfolio
COTTONWOOD CAPITAL
EIN 26-2255801real estateLatest filing 2025
Plans
2
Retirement
1
$11.8M assets
Welfare
1
$223K premiums
Participants
520
1245 BRICKYARD ROAD, SUITE 250 - SALT LAKE CITY, UT 84106801-278-0700LinkedIn1-10 employeesreal estate
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $223K premiums / 400 covered livesCarrier market share
Premium dollars by Schedule A carrier
48%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY48%
- UNUM LIFE INSURANCE COMPANY OF AMERICA33%
- MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY12%
- EYEMED VISION CARE7%
Broker market share
Schedule A broker compensation
51%top
- STEVEN K. KNUDSON51%
- MORETON & COMPANY23%
- NOVO BENEFITS, LLC21%
- BRADY MURRAY6%
- VAN MICHAEL HESS0%
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 CAPITAL MANAGEMENT, INC. 401(K) SAFE HARBOR RETIREMENT PLAN
401k
Assets$11.8M
Participants290
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
COTTONWOOD CAPITAL PREMIUM ONLY PLAN
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$223K
Covered lives400
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | COTTONWOOD CAPITAL MANAGEMENT, INC. 401(K) SAFE HARBOR RETIREMENT PLAN | 401k | $11.8M | 290 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | COTTONWOOD CAPITAL PREMIUM ONLY PLAN | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $223K | 400 | 2025 |
Retirement plans
Welfare plans